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Professional services automation
In professional services revenue is tied to hours, so growth means hiring. Automation breaks that link: the repeatable work moves to a system and your experts stay where their value is highest.
Scale delivery, not hours.
Client intake, drafting and knowledge retrieval automated — the repeatable work moves to a system, and billable time stays with expertise.
Vertara · spec sheet
- Built for
- Legal, accounting, audit and consulting firms
- Common processes
- Client intake, drafting and review, knowledge retrieval
- Where it runs
- Your document store, inbox and practice management system
- Time to live
- 3–6 weeks from a signed scope
- Price ceiling
- Within 60% of the conservative scenario's first-year return
- Ownership
- Code in your repository, models on your accounts
What gets automated first.
The ones that repeat across clients and require no judgement. Client intake and standard document drafting are the usual first step, because that time is not billable.
| Process | How it works today | How it works with the system |
|---|---|---|
| Client intake | Details collected by email and form, checked by hand | Collected, validated and entered into the practice system |
| Drafting standard documents | Copied from a previous matter and edited | A draft is produced from your templates and the matter data |
| Document review | Read end to end every time | Risk points and departures from your standard are surfaced |
| Time capture and billing | Recalled at the end of the day, some of it lost | Prepared from actual activity; the expert confirms |
| Internal knowledge retrieval | Ask a colleague or search through folders | Answered from your own matters, with a link to the source |
3–6 weeks. Priced to the return.
Your first production system goes live 3–6 weeks after a signed scope. The price is tied to the return, not to hours.
Usage costs billed to your own accounts Optional care plan from €1,000/mo You own the code
Common questions.
Will confidential client information stay secure?
We deploy inside your environment with least-privilege access, and the automation layer can be self-hosted on your own servers so documents never leave your infrastructure. You review the architecture before any build starts.
Will the system make decisions for the professional?
No. It prepares the work — a draft, a summary, flagged risks — and a person makes the judgement. Nothing reaches a client without approval.
Will this reduce our billable hours?
Usually it reduces the non-billable ones: intake, searching, administration. Billable time stays with expertise, so the same team serves more clients.
Does the system learn from our previous matters?
Yes, if you want it to. It works with your own documents and templates, and cites the source in its answers so a professional can check it.
Other sectors.
The same method applies to other sectors where data still moves by hand.
Manufacturing
The ones where a person moves data between an email, the ERP and a document. In manufacturing that is almost always quoting and supplier invoice entry.
Logistics
The ones that repeat with every shipment. Document capture and status requests give the largest return, because their volume grows directly with turnover.
B2B trade & export
The ones that repeat with every enquiry. Quoting and taking orders from email are the usual first step, because there delay turns directly into lost deals.Tell us about your process.
A free 30-minute call. We will tell you straight whether the process is worth automating, roughly what it would cost and how quickly it would pay back.
- A concrete read on your highest-ROI opportunity
- A ballpark of the investment and the return
- A clear next step, only if it makes sense
Prefer email? [email protected]