Client Onboarding & Project Management Automation
Streamline operations and focus on delivering exceptional client value
No commitment • 30-minute consultation • Custom automation roadmap
The Admin Time Drain in Professional Services
Professional services firms lose significant revenue annually due to administrative inefficiencies. Every hour spent on admin instead of client work is lost revenue.
When Admin Work Eats Your Billable Hours
Professional services firms face significant revenue losses due to administrative inefficiencies. These operational challenges impact your bottom line.
Manual Onboarding Costs You $200K+
A new client wants to start a $50K project next week. Your manual onboarding process takes 2-3 weeks to collect documents, set up accounts, and get approvals. The client starts with a competitor instead.
Project Tracking is a Nightmare
Your team spends 60% of their time updating project status, chasing deliverables, and managing timelines instead of doing billable work. You're paying $150/hour for admin tasks.
Client Communication Gaps Cost Deals
Poor communication leads to scope creep, missed deadlines, and unhappy clients. 40% of your projects go over budget due to unclear expectations and delayed feedback loops.
Our Professional Services Solution
Transform your professional services practice with AI that automates admin work, streamlines client onboarding, and maximizes billable hours. Optimize your operations for better results.
Automated Client Onboarding
AI-powered onboarding that collects documents, sets up accounts, and gets approvals in 2-3 days instead of weeks. Reduce onboarding time by 78% and start projects faster.
Intelligent Project Management
Automated project tracking with real-time updates, milestone alerts, and resource optimization. Increase project delivery efficiency by 56% while reducing admin time by 67%.
Smart Billing & Time Tracking
Automated time tracking, invoice generation, and payment processing. Reduce billing errors by 91% and improve cash flow with faster, more accurate billing.
Proactive Client Communication
Automated client updates, status reports, and milestone notifications. Keep clients informed and engaged throughout the project lifecycle, reducing scope creep by 45%.
Results You Can Expect
From Administrative Chaos to Client Focus
Our proven 4-step process delivers AI-powered automation that eliminates admin work and maximizes billable hours. 3-4 weeks total
Business Process Analysis
We analyze your current workflows, client onboarding, project management, and billing processes to identify automation opportunities.
AI Workflow Development
Build and train custom AI models for client onboarding, project tracking, and automated billing processes.
System Integration
Seamlessly integrate with your existing CRM, project management tools, and billing systems.
Business Process Analysis
We analyze your current workflows, client onboarding, project management, and billing processes to identify automation opportunities.
AI Workflow Development
Build and train custom AI models for client onboarding, project tracking, and automated billing processes.
System Integration
Seamlessly integrate with your existing CRM, project management tools, and billing systems.
What Our Professional Services Clients Say About Results
Real results from real businesses that have transformed their operations with our automation solutions.
Have Questions? We Have Answers.
Ready to Recover Your Lost Revenue and Focus on Clients?
Stop losing $500K+ annually to administrative inefficiencies. Schedule your free, personalized demo today and see exactly how Flowlyn can transform your professional services practice.
No commitment • 30-minute consultation • Custom automation roadmap