AI Solutions for Professional Services Firms
Automate client intake, scheduling, document collection, and follow-up so your team spends more time delivering billable work.
Accountants, consultants, financial advisors, and business coaches spend too much time on intake, scheduling, and document chasing. GetServices.ai automates these workflows so your team focuses on high-value client work — not administrative overhead.
AI Solutions We Provide
AI Client Intake Agent
Collects prospect information, asks qualifying questions, scores leads, and routes qualified clients to the right advisor or team member — automatically.
- Intake questionnaires
- Lead scoring
- Smart routing
- CRM integration
- Structured summaries
AI Appointment Scheduler
Handles all scheduling requests, sends calendar invites, manages reschedules, and sends automated reminders to reduce no-shows.
- Calendar integration
- Automated reminders
- Reschedule handling
- No-show reduction
- Multi-advisor routing
AI Document Collection Agent
Sends automated document requests, tracks what's been received, sends follow-up reminders, and organizes submissions in your document management system.
- Document requests
- Receipt tracking
- Follow-up reminders
- Secure file handling
- DMS integration
AI Client Communication Agent
Handles routine client inquiries, provides status updates on engagements, answers FAQ, and escalates complex questions to the appropriate team member.
- Inquiry handling
- Status updates
- FAQ automation
- Team escalation
- Audit trail
AI Proposal & Follow-Up Automation
Sends proposals automatically after discovery calls, follows up with prospects at the right intervals, and tracks proposal status in your CRM.
- Proposal delivery
- Follow-up sequences
- Status tracking
- CRM sync
- Conversion analytics
AI Billing & Renewal Reminders
Sends invoice reminders, tracks outstanding payments, notifies clients of upcoming contract renewals, and escalates overdue accounts to your team.
- Invoice reminders
- Payment tracking
- Renewal notifications
- Overdue escalation
- Billing system sync
Built for Every Professional Services Firm
Give your team more time for billable work
Book a free discovery call and we'll map out an AI workflow tailored to your firm.