💼 n8n for Professional Services

n8n for Professional Services: Automate Client Delivery

From client intake to final invoice, we build custom n8n workflows that help professional services firms deliver more value with less overhead.

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Client Intake

Project Tracking

Time & Billing

Deliverable Management

Pain Points We Solve

Common professional services challenges we automate away

📋

Manual Client Onboarding

Automate engagement letters, document collection, and new client setup. Clients start faster, staff spend less time on paperwork.

⏱️

Time Tracking Gaps

Automatic time capture from calendars, emails, and project tools. Never miss billable hours again.

📊

Project Visibility Issues

Real-time dashboards showing project status, deadlines, and resource allocation across all engagements.

💳

Billing Delays

Automated invoice generation from tracked time and expenses. Get invoices out faster, improve cash flow.

What's Included

Everything you get with this engagement

Professional services workflow strategy session
Client intake and onboarding automation
Engagement letter and document workflows
Time tracking integration and capture
Project milestone tracking
Automated invoice generation
Client communication sequences
Resource utilization reporting

How We Work with Professional Services Firms

From assessment to streamlined operations

Process Discovery

We map your client journey from first contact through project completion to find automation opportunities.

System Integration Design

We plan connections between your practice management, time tracking, billing, and communication tools.

Build & Test

We build workflows using your actual client scenarios and test with real engagement types.

Train & Refine

We train your team and refine workflows based on how your practice actually operates.

Frequently Asked Questions

Can you help automate our client onboarding?

Yes. We build client intake workflows that automate engagement letters, document collection, conflict checks, and system setup. New clients are ready to serve faster while your team spends less time on administrative tasks.

How do you integrate with time tracking systems?

We connect with Harvest, Toggl, Clockify, and practice management systems with time tracking. We can also capture time automatically from calendar events, emails, and project activity—reducing unbilled hours that slip through the cracks.

Can you automate invoice generation?

Yes. We build workflows that pull tracked time and expenses, apply billing rates, generate invoices, and send them to clients automatically. This improves cash flow by getting invoices out faster and more consistently.

Which practice management tools do you integrate with?

We integrate with Clio, PracticePanther, MyCase, Karbon, and other practice management platforms with API access. We also connect these to your accounting, CRM, and communication tools for end-to-end workflow automation.

How do you maintain client confidentiality?

We design workflows with confidentiality in mind, including proper access controls, secure credential storage, and audit logging. For sensitive industries, we recommend self-hosted n8n on your infrastructure for maximum control over client data.

Ready to Deliver More Value with Less Overhead?

Tell us about your client management and billing challenges. We'll build n8n workflows that free your team to focus on clients.