Professional Services

Onboarding and triage shouldn't scale with headcount.

Client intake, kickoff, and routine triage grow linearly with your team — until they don’t have to. We automate the repeatable engagement work and keep your people on the judgment calls.

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Common use cases

Where teams in your sector start.

Client onboarding

Intake, KYC, and setup that runs itself from the signed SOW.

Engagement triage

Requests classified and routed to the right team in seconds.

Status & reporting

Project updates assembled from the tools, not from people.

How STAR applies

Our method, on a services firm.

SStudy

We map intake to delivery, finding where billable people do unbillable, repeatable work.

TThink

We design which engagement steps automate and which stay human, with clear guardrails.

AAct

We deploy into your PSA and docs stack; agents handle onboarding and triage live.

RRefine

We tune routing and templates as your service mix evolves, compounding the time saved.

Workflow mock

Client onboarding, before and after.

Before · manual
New client signssystem
PM builds intake checklistperson
Chases documents by emailperson
Schedules kickoff manuallyperson
≈ 4 handoffs · days of lead time
Automate
After · agent-run
Agent sends intake + collects docsagent
Books kickoff from availabilityagent
Flags missing or unusual itemsperson
1 human touch · same-day kickoff
Case study · Professional ServicesA services firm onboarded 4× the clients with the same team

Agents ran intake and scheduling; PMs stepped in only for the non-standard engagements.

Read the case study →
4.2×more engagements onboarded per PM, with no added headcount.
Managing Partnernamed on case study
Related solutions

The pillars that do the most for services.

Pillar 03

AI Agents

Own onboarding and request triage, escalating the exceptions.

Pillar 02

Workflow Automation

Connect PSA, docs, and calendar into one intake flow.

Pillar 01

AI Strategy

Sequence which engagement steps to automate first.

Related industries

Operators in nearby sectors.

Operations Teams

See how we automate the recurring back-office routing your PMs absorb.

Tax & Finance

See how we automate deadline-bound finance and close work.

Legal & Compliance

See how we automate review and intake that can't skip the audit trail.

Start with the study

See which engagement work an agent can take off your team.

The Executive Study maps your delivery model and shows where automation returns the most — or start with a Discovery Call.

Book Executive StudyDiscovery Call