Professional Services
Client Onboarding Takes Your Team Days. It Should Take Hours.
Agentic workflows that run onboarding and renewals across your systems step by step, and wait for a person wherever a decision needs one.
Photo: Leandro Alamino, Pexels
In practice
Onboarding that moves on its own, and stops where a partner should decide
A new client signs. The workflow sends what needs sending, sets the client up in your systems, and pauses for approval at the steps you choose. The steps that need a person wait; the rest keep moving.
What we build for firms
Workflows for the admin between the real work
Agentic Workflows
Multi-step processes that run end to end, with people approving what matters.
Explore Agentic WorkflowsAI Lead Qualification
New enquiries asked the right questions, routed and booked.
Explore Lead QualificationAI Operating Systems
One intelligence layer across the whole firm, for leadership.
Explore AI Operating SystemsChoose the scale
One job, one process, or the whole business
- One jobCrankUp AgentsCustom AI agents
A single agent that owns one job and goes live fast.
From 1 week - One processWhere we would startCrankUp FlowsAgentic workflows
Multi-step processes that run end to end across your systems.
From 2 weeks - The whole businessCrankUp OSAI operating systems
One intelligence layer across the whole business, for leadership.
From 1 month, scaling with scope
Client data
Your clients’ files stay under your control
- Where your data is hosted is agreed with you in writing before any data loads.
- You choose which steps wait for a person. Those steps do not move until someone approves.
- Governance is standard on AI operating systems and agentic workflows, and available on custom agents.
Questions
Straight answers
Which steps need a person?
You decide which steps wait for approval, and who approves them.
How long does it take?
From 2 weeks for a workflow. Larger processes take longer, and your proposal sets the timeline.
Can you run it for us after launch?
Yes. We can run and improve it on a monthly arrangement, or hand it over fully to your team.
Industries
Other industries we build for
AutomotiveEvery enquiry about a car answered, qualified and booked.
Real EstateEvery WhatsApp enquiry answered, qualified and routed to the right agent.
HealthcarePatient questions answered and appointments booked.
HospitalityGuest questions answered and reservations confirmed.
Trading & LogisticsStalled shipments noticed, owned and followed up.
Start a project
Tell us what you want to build
A short brief is enough. We reply the same business day with what we would build, roughly what it costs and how long it takes.
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