Industries · Professional services

Less admin. More billable time.

Chasing clients for documents, retyping data into practice software and building month-end reports eat into the hours you could bill. We automate the routine, and your team checks the work.

Book a call →Calculate your return

01 Where the time goes

The admin that slows professional services down.

Three jobs we see in almost every professional services business, and what they become.

01Today
Chasing clients for paperwork
Bank statements, ID and signed engagement letters, followed up by hand every week.
With Admin Arc
Reminders go out on schedule and escalate to the partner when a client goes quiet.
02Today
Retyping into practice systems
Details arrive by email and PDF, then get keyed into your accounts, CRM and practice software.
With Admin Arc
Documents are read on arrival and the data lands in your systems, checked.
03Today
Month-end reporting by hand
The same numbers pulled from several systems into the same spreadsheet, every month.
With Admin Arc
Reports build themselves from live data and arrive before the meeting.

02 What we automate

Four automations that pay back first.

Each one follows your rules, connects to the tools you already use, and sends anything uncertain to a person. Pick one to watch it work.

Staff spend hours chasing documents, approvals and payments.

Polite, persistent follow-ups by email until the thing arrives, with escalation when someone goes quiet.

Reminders for missing client documents, escalating to the partner when someone goes quiet. Live in 2–3 weeks

Automation 01Chasing

TimesheetHarbour Foods · week 39

MissingReceived and logged

Reminder sentDay 1 · to Harbour Foods

Friendly follow-upDay 4 · still waiting

SAEscalated to SamDay 7 · account owner

timesheet_wk39.pdfDay 8 · received

Swipe for the next automation1 / 4

Works with the tools you already use

Xero
QuickBooks
Microsoft 365

03 What it could be worth

See the return before you commit.

Here is an example for a 15-person professional services business using these four automations. Answer a few questions to see your own figures, with every assumption shown.

Calculate your return →About two minutes. UK salary data.