Workflow 1
Start a client engagement with a shared checklist
Assign access requests, an engagement owner and kickoff preparation from a won advisory engagement.
All industries
AI & automation for Professional Services
Turn repeatable client work into a reliable operation.
We find where proposals, scheduling, onboarding, delivery, follow-up, and reporting consume the team, then build and run the focused AI and automation that gives that time back.
Bring one recent example and the tools your team uses. We will discuss where a focused improvement could help.
A workflow to start with
See what changes in the day-to-day work.
Illustrative workflow: Assign access requests, an engagement owner and kickoff preparation from a won advisory engagement.
Workflow 2
Review outstanding invoices and prepare follow-up
Review an overdue advisory invoice, customer context and payment evidence before preparing a reminder.
Make the first project measurable
Decide what better looks like.
Pick one workflow, one responsible person and a review date. Record how it works today, then try the agreed change on a small set of real work before expanding it.
- Measure the starting point
- Time spent preparing a client kickoff; access requests that delay the first deliverable.
- Check the handoff
- The engagement owner can identify the agreed scope, outstanding access and first delivery date. Each request has a named owner.
These are suggested evaluation criteria. Your baseline and pilot determine the result.
Practical platform recipes
Put the pieces to work for your business.
When a connected workspace fits your needs, combine Command Center features and plugins around a specific job. These guides show the setup, the steps and the result to check.
Professional services
Start a client engagement with a shared checklist
Assign access requests, an engagement owner and kickoff preparation from a won advisory engagement.
- Pipeline
- Client onboarding
- Work
- Overdue commitments
Professional services
Review outstanding invoices and prepare follow-up
Review an overdue advisory invoice, customer context and payment evidence before preparing a reminder.
- Contacts
- Receivables Collections
- Conversations
- Approvals
Choose the right scope
Build around the tools and people you have.
We start with your business goals, map the work, and agree on one useful improvement. Command Center is an option when shared customer context and reviewed work would help your team.
Available in Command Center
Contacts, pipeline, forms and assigned work provide the shared foundation. Enable the plugins in each recipe, review the proposed action, and check its saved result.
Explore platform featuresScoped for your business
Connections to industry-specific scheduling, records, payments or compliance systems require separate scoping, implementation and verification. Keep sensitive records in the appropriate authorized system.
Custom systems and integrationsSupported after launch
Agree on training, operating responsibilities and ongoing support. Measure response time, missed follow-ups or handoff completeness against your own starting point.
Training and optimizationBefore you begin
Common questions
Do we need to replace our existing software?
No. We review your current tools first. A focused integration, custom workflow or training project may be sufficient. A shared workspace is useful when your team needs connected context and responsibility across tools.
What affects the scope and cost?
The work depends on the systems involved, the quality of the source information, who can approve changes and the support your team needs. We agree on those details and a useful first deliverable before setting the implementation scope.
Can you support a Chicago business?
Accelerate is headquartered in downtown Chicago and works with businesses across Chicago and the suburbs. See our Chicago services and headquarters.