Your most expensive people doing your cheapest work.
AI that keeps fee-earners on fee-earning work
Qualification, scheduling, document generation, CRM hygiene and follow-up chasing are the tasks that quietly consume your most expensive people. Automate them and the same team bills more without working longer.
The admin is not free. You are just not invoicing for it.
Chasing a proposal, rekeying a meeting into the CRM, arranging a call across four emails. It is invisible because it never shows up as a task — it just quietly takes the hours that could have been billed.
What we actually build for professional services
Specific jobs, not capabilities. If one of these is a fight you have had this month, it is the one to start with.
Enquiry qualification and routing
Inbound enquiries scored against your own criteria and routed, so senior people only open the ones worth their time.
Scheduling without email tennis
Clients book, move and confirm against real team availability, and the reschedule handles itself.
Proposal and engagement-letter drafting
Generated from your templates and the matter's own data, ready for a fee-earner to check rather than to write.
Automatic CRM write-back
Calls, emails and meetings recorded as they happen, so pipeline reporting stops being a Friday afternoon job.
Follow-up and invoice chasing
Proposals and unpaid invoices chased on a schedule until the client replies, without anyone having to remember.
Outbound that runs during delivery
Prospecting continues while you are billing — the failure mode that empties a consultancy's pipeline every busy month.
UK B2B Strategy Consultant
Prospecting ate 18 hours a week and still produced 40 leads a month and one or two calls.
new revenue in 90 days
Read the full build"This system took away the constant stress of prospecting. I got 18 hours back every week, quadrupled my sales calls, and closed £24.5k in new business in my first 90 days."
What changes
- Qualify and route inbound enquiries before anyone senior sees them
- Scheduling and rescheduling handled end-to-end, with no email tennis
- Engagement letters, proposals and recurring documents generated from your own templates
- CRM records written automatically, so pipeline reporting stops being a Friday job
- Follow-ups chased on their own until the client replies
Who it is for
- Consultancies & Advisory Firms
- Automate enquiry qualification, proposal generation, and the follow-up sequences that decide whether a pipeline converts.
- Accountancy & Legal Practices
- Handle client intake, document collection, deadline reminders and status chasing without adding administrative headcount.
- Agencies & Studios
- Route new-business enquiries, generate scopes from templates, and keep project and billing records current automatically.
What professional services operators ask
The questions that come up in this sector and nowhere else.
Who owns the data, and where does client information sit?
You own it, and it stays in your systems. Automations read and write to the tools you already run rather than accumulating a second copy somewhere else, and Crownbot holds no client data of its own once a build is handed over. The data-processing terms are agreed in writing before any build starts.
Does the AI write to a client without anyone checking it?
Only where you decide it should. Scheduling and CRM updates typically run unattended; anything client-facing and consequential — a proposal, an engagement letter, a chase on a live matter — is drafted and held for a person to release. That approval gate is a design decision, and it is yours.
We are a firm, not a one-person business. Does this still fit?
It fits better. The economics improve with the cost of the time being reclaimed, and a firm of 5–50 has more of the handoffs — intake to fee-earner, fee-earner to billing — where work stalls. Our proof point here is a solo consultancy that reclaimed 936 hours a year; the same admin in a ten-person firm is the same work multiplied.
Related reading
The Hidden Cost of Manual Processes in UK Professional Services
Ignoring AI automation isn't saving money – it's actively draining profits, time, and growth from your UK professional services firm.
UK SMBs: Cut Admin Costs by 30% with AI Automation? Real ROI Explained.
Are you a UK small or medium-sized business owner feeling the relentless pressure of rising costs, staff shortages, and an ever-growing pile of administrative t…
Beyond Chatbots: How AI Automation is Silently Transforming UK SMB Back-Office Operations
Forget customer-facing AI; the biggest immediate gains for UK small businesses are found in automating tedious internal admin, freeing staff and boosting your b…
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Book a free strategy call
Pick a time that suits you. Forty-five minutes to work out where automation would actually pay off — and what it would cost to build.
Pick a time that suits you
You will speak to Prakhar, who builds these systems — not a salesperson. Choose a slot and the calendar invite arrives straight away.
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What happens on the call
- 45 minutes with Prakhar, our founder — not a salesperson.
- You leave with a costed ROI forecast and a recommended build.
- No commitment. If it would not pay for itself, we will say so.
No commitment on this call. Fixed price agreed before we start. Half up front, half when it is live and working.
Your records stay in your own systems — your calendar, your CRM, your database. AI processes what passes through and retains nothing between requests, and everything runs on commercial API contracts where your data is never used to train public models.
Phone
+44 7443 880741