Industry · Professional Services

AI automation for
professional services firms.

Automate time tracking, proposals, client reporting, and knowledge management. More billable hours, less operational drag.

The problem

Where professional services firms lose margin.

Time tracking

Manually logging billable hours across projects is tedious and often inaccurate, leaving revenue on the table.

Proposal writing

Every new engagement requires a custom proposal. Writing them from scratch eats into delivery time.

Client reporting

Compiling status reports from multiple project sources takes hours that should be spent on client work.

Knowledge management

Institutional knowledge lives in people's heads. Finding past work, templates, and precedents is painful.

What we automate

More billable hours. Less busywork.

Time & Billing Automation

AI-powered time capture from calendars, emails, and tools — automatically coded to clients and projects.

Proposal Generation

Generate tailored proposals from templates, past wins, and client context. Review and send — not write from scratch.

Client Status Reports

Automated weekly and monthly reports pulled from your project management tools and delivered on schedule.

Document Management

Intelligent filing, tagging, and retrieval of client documents. Find anything in seconds, not minutes.

Meeting Summaries

AI-generated meeting notes, action items, and follow-up tasks — distributed automatically to attendees.

Resource Scheduling

Automated team allocation and capacity planning based on project timelines and skill requirements.

Works with the tools your
team already relies on.

No migrations. We connect directly to your project management, communication, and billing tools.

HarvestTogglAsanaMonday.comHubSpotGoogle WorkspaceMicrosoft 365SlackNotionXero
6h
Saved on proposals weekly
95%
Time capture accuracy
Faster report turnaround
<2mo
Typical payback period
Get started

Find out what's costing
your business the most.

A 30-minute conversation. No pitch. No obligation. We'll identify your highest-impact automation opportunities before you spend a dollar.

Book a discovery call
ops@flowworks.com.au · Melbourne, Australia