Professional Services automation
Automation for Consultancies and Professional Firms
Gionix removes the admin around client work: qualifying enquiries, preparing proposals, onboarding clients and producing the reports they expect.
The challenge
What Slows Professional Services Teams Down
- 01
Partners spend billable hours on proposals and follow-ups.
- 02
Client onboarding involves the same emails, forms and folders every time.
- 03
Monthly client reports are assembled manually.
- 04
Invoices are chased inconsistently.
What we automate
Workflows Built for Professional Services
- Sales
Enquiry qualification
Enquiries scored and scheduled with the right partner.
- Sales
Proposal drafting
First drafts prepared from call notes in your template.
- Workflow & Operations
Client onboarding
Welcome emails, forms, folders and kick-off scheduling.
- Data & Reporting
Client reporting
Monthly reports assembled and sent on schedule.
- Workflow & Operations
Invoice reminders
Polite, consistent follow-up until paid.
Example workflow
Client onboarding that runs the same way every time.
- 01
Proposal Accepted
Deal marked won
- 02
Contract Generated
From CRM data
- 03
Onboarding Sent
Forms and welcome pack
- 04
Workspace Created
Folders and channels
- 05
Kick-Off Booked
Team calendar synced
What changes
- More billable time per partner
- Faster, more consistent proposals
- A professional onboarding experience
- Reports delivered on time every month
Can this work with our practice management software?
Most practice and project management tools can be connected. We confirm access during discovery.
Is client data kept confidential?
Yes. Workflows run within your own accounts and access is documented and revocable.
Other industries
Also Built For
- E-commerceOrders, customer questions and reviews handled from checkout to repeat purchase.
- Real EstateEnquiries qualified, viewings booked and agents briefed while leads are still warm.
- HealthcareAppointment reminders, patient questions and admin handled with care.
- HospitalityReservations, guest messages and reviews handled around the clock.
What would you automate first in your professional services business?
Tell us the task. We’ll reply with how it could run automatically with your tools.
- A short reply from a consultant, not an automated sequence.
- A clear view of whether your task can be automated and roughly what it involves.
- No commitment. Many first conversations end with advice, not a proposal.