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Professional Services Automation

Client intake, scheduling and communication on autopilot.

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Professional Services automation that solves real problems

Law firms, accounting firms and consultancies spend disproportionate time on intake and scheduling. Bobsave automates client enquiry handling, appointment booking, document follow-up and payment reminders - so professionals spend time on client work, not admin.

Common problems

Client intake responses delayed by billable-hour pressure

Scheduling meetings requires multiple back-and-forth messages

Document and invoice follow-up feels unprofessional when manual

Payment reminders create awkward client conversations

After-hours enquiries disappear

How automation helps

Instant client intake responses on WhatsApp

Appointment booking with availability matching

Automated document and information requests

Polite payment reminders sent on schedule

Every enquiry logged with full conversation history

Niches we serve

Automation tailored to the specific needs of businesses in the Professional Services industry.

Popular automations

Specific, ready-made workflows that deliver immediate value to Professional Services businesses.

Explore more ways to automate

Browse the full catalogue to find the exact automation for your business.

Frequently asked questions

Everything Professional Services businesses ask before getting started.

How long does it take to set up Professional Services automation?

Most automations go live within 3-7 days. We handle the entire setup, integration and testing before we hand it over to you.

Do I need a technical team to use it?

No. Bobsave builds, hosts and maintains every workflow for you. You receive simple reports and dashboards - no technical skills required.

Can it work with the tools I already use?

Yes. We connect to WhatsApp, email, Google Sheets, calendars and most popular business tools, and we customise integrations to your existing stack.

How much does Professional Services automation cost?

Individual automations start at KSh 3,500 setup plus KSh 1,500 per month, with packages offering better value for complete solutions.

What happens after launch?

We provide training, monitor the workflow, and maintain it ongoing - including updates and support whenever you need help.

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