Automate Your Back Office. Elevate Client Experience.
Flowgentic helps professional services firms streamline operations from lead generation to client delivery, allowing your team to focus on high-value client work while automation handles the rest.
Scale Your Practice
Without Scaling Overhead
Professional services firms face a unique challenge: delivering personalized client experiences while managing complex back-office operations. Flowgentic connects your CRM, proposal systems, accounting, and project management into seamless workflows.
Proposal Bottlenecks
Proposal generation takes 40+ hours per RFP with inconsistent quality and missed requirements
System Fragmentation
Data trapped in disconnected systems forces duplicate entry across CRM, accounting, and project tools
Administrative Burden
Billable hours consumed by administrative tasks instead of client-facing work
Reactive Communication
Client emails lost in individual inboxes with no systematic tracking or prioritization
Automation Use Cases
Real-world applications delivering measurable outcomes in client-facing and back-office operations
RFP Response Automation
75% reduction in proposal preparation time
Proposal teams spend 40+ hours per RFP on repetitive content assembly. Inconsistent formatting and missed requirements hurt win rates.
AI-powered content library extracts relevant sections from past proposals based on RFP requirements. Automated assembly ensures compliance while allowing customization for client-specific needs.
Client Onboarding & Engagement Letter Generation
70% faster onboarding, zero duplicate data entry
New client setup requires manual data entry across CRM, accounting, and project management systems. Engagement letters take 3-5 days to finalize.
Single intake form populates all systems simultaneously. Engagement letter templates auto-generate with scope, terms, and pricing from CRM. Electronic signature workflow accelerates execution.
Intelligent Time Tracking & Billing
15-20% increase in captured billable time
Professionals log hours manually at month-end, leading to forgotten time and billing leakage. Invoice preparation consumes 2-3 days per billing cycle.
Calendar integration and AI activity tracking suggest time entries in real-time. Automated invoice generation pulls from approved timesheets with client-specific rate tables and terms.
Contract Lifecycle Management
100% contract visibility, $500K average annual renewal capture
Firms manage hundreds of client contracts across file shares and email. Renewal dates are missed, and amendment tracking is manual.
Centralized contract repository with AI extraction of key terms, dates, and obligations. Automated alerts for renewals, expirations, and milestone dates.
Client Communication Intelligence
60% faster response times, 30% improvement in client satisfaction
Client emails get lost in individual inboxes. No systematic tracking of requests, commitments, or client sentiment.
Shared inbox with AI categorization routes inquiries to appropriate team members. System tracks response times, identifies at-risk clients, and surfaces follow-up requirements.
Practice Analytics & Forecasting
90% improvement in forecast accuracy
Partners make decisions based on outdated reports compiled manually from multiple systems. No real-time visibility into pipeline, utilization, or profitability.
Unified dashboard aggregates data from CRM, time tracking, and accounting systems. AI models forecast revenue, flag capacity constraints, and identify profitable practice areas.
Integrate Your Entire Tech Stack
We connect your CRM, accounting, project management, and communication tools into a unified, intelligent system.
Plus custom integrations with legacy systems and proprietary tools specific to your practice.
Measurable Impact
Focus on What You Do Best
Let your team focus on serving clients while automation handles proposal generation, client onboarding, billing, and communication workflows. We design systems that scale with your practice.
Talk to an Expert Today
Schedule a free 90-minute consultation to discuss your automation needs and explore how we can reduce administrative burden while improving patient care.