Professional Services
AI Workflow Automation Saves 20+ Hours/Week
20+ hrs/week saved3 workflows automated90% fewer errors
The Challenge
A professional services firm was spending significant staff time on repetitive data entry, report generation, and client onboarding paperwork. Manual processes led to frequent errors and bottlenecks, especially during busy periods.
Our Approach
We identified the three highest-impact workflows and built custom automation using AI-powered document processing, automated report generation, and a streamlined digital onboarding flow. Each automation was integrated with the firm’s existing tools.
The Results
The firm reclaimed over 20 hours per week of staff time. Error rates dropped by 90%, and client onboarding time was cut in half. Staff now focus on high-value work instead of data entry.
Tech Stack Used
Power AutomateAzure AI Document IntelligenceCustom API integrationsMicrosoft Forms