Automation examples · Professional services & consulting

What could you automate in a professional services firm?
Five builds we keep seeing pay for themselves.

These are the five automation patterns we most often build for Australian professional services & consulting businesses, with our published pricing against each. For the three most relevant to your business specifically, the free quiz takes about three minutes.

How to read these

Every example on this page is a pattern we have built or scoped for Australian businesses. The prices are our published fixed bands, not estimates invented for this page, and you will not find made-up hours-saved figures here. Where a build pays for itself, we say how in plain terms and let you do the maths on your own numbers.

Example 1 of 5

The proposal drafted from the discovery call

Call notes and your services catalogue turned into a structured draft proposal in your template, priced from your rates, ready to review. You stay the author; the blank document disappears.

BUILD FROM $4,000 + GST, SUPPORT FROM $200/MONTH

Proposal-writing time is the most common reason quotes go out late, and late quotes lose.

Example 2 of 5

Client reporting that assembles itself

Project data, hours and milestones pulled into the report you already send, drafted for review. Same pattern as our construction case study: a three-hour monthly report became about thirty minutes.

BUILD FROM $4,000 + GST, SUPPORT FROM $200/MONTH

Real published numbers on the site: three hours to thirty minutes, per report.

Example 3 of 5

Follow-up sequences that never go quiet

Every open proposal and warm lead tracked, the nudge drafted in your voice and sent on schedule, and you alerted when someone re-engages. Pipelines mostly die of silence.

BUILD FROM $4,000 + GST, SUPPORT FROM $200/MONTH

The follow-up nobody sent is the cheapest revenue most firms are leaving on the table.

Example 4 of 5

Meetings that file their own paperwork

Notes summarised, actions extracted and assigned, the CRM updated, the follow-up email drafted, all from the meeting that just happened, all reviewed by you before anything sends.

BUILD FROM $4,000 + GST, SUPPORT FROM $200/MONTH

An hour of meetings usually creates another half hour of admin. That half hour is mechanical.

Example 5 of 5

Invoicing and payment chasing on rails

Invoices raised from tracked time, sent on schedule, and followed up politely and persistently until paid, with a human looped in before anything gets awkward.

BUILD FROM $4,000 + GST, SUPPORT FROM $200/MONTH

Consultants are usually better at doing the work than invoicing it. The system can be good at both.

Where the time actually goes

The usual suspects in professional services & consulting

When we ask professional services & consulting businesses where their week disappears, the same answers keep coming back. If more than two of these sound familiar, there is probably a build on this page that pays for itself.

The next step

These are the generic versions.
Three minutes gets you the specific ones.

The quiz asks seven questions about where your time actually goes, shows your three most relevant examples on the spot, then an Evisent engineer reviews your answers and sends a full roadmap. Free, and "nothing worth automating yet" is a real outcome.

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