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Industries

Professional services

Scheduling, quotes, case tracking and invoicing.

How this industry works

What we learned about this industry

Practices, consultancies and independent professionals sell hours. Everything that isn't the billable hour — scheduling, quoting, reminding, collecting — is a candidate for automation. That is where software pays for itself in the first month.

What we apply

The solutions that work in this industry

They are ordered by where to start: the first one shows results fastest.

  • A calendar and a clock, the diary the system replaces

    Customer-facing

    Appointment manager

    An online diary with appointments, automatic reminders and no-show tracking, so patients book on their own and the front desk stops being a…

    Go-live: 2 weeks

  • An AI assistant connected to a company's departments

    Automation

    AI assistants

    Assistants trained on the company's documentation that answer enquiries, draft and classify, built into the site and WhatsApp.

    Go-live: 3 weeks

  • A development team working on a custom application

    Dedicated development

    Custom software

    Dedicated development with an assigned team and deliveries every two weeks, for when the process is the business's edge.

    Go-live: Depends on scope

Frequently asked questions

Sobre software para professional services

  • Does it work for a two-person practice?

    Yes. In fact that is where it shows most, because there is no admin structure to absorb the repetitive work.

  • Can I track each case?

    Yes, with each case's status visible to the whole practice, not just to whoever is handling it.

  • Does it integrate with invoicing?

    Yes, with whichever system you use, so recorded work and invoiced work don't live in separate spreadsheets.

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