/CHECKLIST · PROFESSIONAL SERVICES
PROFESSIONAL SERVICES AUTOMATION CHECKLIST
Workflows that compound billable-hour leakage for law, accounting, consulting, and agencies.
8 OPPORTUNITIES · USE WHATEVER FITS
Client intake digitization
6–12 hrsSmart forms + e-signature + document upload + sync to system of record. Replace email PDF chains.
ROI: New client onboarding goes from 5 days to same-day
Engagement letter + contract automation
4–8 hrsTemplate library + variable injection + e-signature + counter-signed PDF storage.
ROI: Contract turnaround drops from days to minutes
Time capture from calendar + email
5–10 hrsCalendar events + email metadata → auto-suggested timecard entries. Approve in one click.
ROI: Billable hours captured 15-30% higher; less unbilled work
Invoice + payment automation
4–8 hrsAuto-generate from timecard → send → reminder cadence → payment processing → receivables aging.
ROI: Days-Sales-Outstanding drops 5-15 days typical
Client portal
3–6 hrsLogin with case status, document vault, secure messaging, invoice history.
ROI: 'What's the status' emails drop 60-80%
Document automation
8–14 hrsTemplated docs with variable injection from case data + e-signature workflow.
ROI: Document prep time drops 70%+ for high-volume practices
Conflict check + KYC automation
2–4 hrsAuto-screen new clients against existing matters + sanctions/PEP lists.
ROI: Conflict checks happen in seconds, not days
Knowledge base + research workflow
4–10 hrsInternal RAG over case files + memos + briefs. Ask in plain English, get cited answers.
ROI: Research time drops 30-50%; junior staff finds precedent faster
/HOW TO USE THIS
Mark the items you're currently doing manually. Sum the weekly hours. That's the actual cost of running your business the way you're running it.
Now rank: which one would relieve the most pain if it disappeared tomorrow? Start with that one. Either build it yourself, use a SaaS, or scope it with us — whichever path the math supports.
/OTHER INDUSTRY CHECKLISTS
WANT THE ROADMAP?
30-minute free audit. We pick the top 3 from this checklist for your specific business, anchor the cost on each, and give you a 1-page written roadmap within 48 hours.