AI automation for professional services firms
We build software that drafts proposals and engagement letters, turns time and work done into invoices, and keeps client onboarding and approvals moving. Partners approve what goes out.
What we automate
- Proposals and engagement letters drafted from your past work and templates, reviewed before sending.
- Time and work recorded against each client and turned into draft invoices, held for approval.
- Client onboarding paperwork requested, collected and chased, with a checklist per client.
- Leave, expenses and approvals routed to the right partner, with a record of who agreed.
What you get
- Proposals out faster, in your firm's own voice.
- Billing that follows the work, with fewer missed hours.
- New clients onboarded without chasing by email.
Why Shuddh Tech
We build around how your business already works, and you see it working on sample data before the full build. You choose how much runs on its own, from suggest-only to do-it-and-tell-me, and every action is recorded. A fixed fee for each part, paid in stages.
Questions
Can it follow our firm's templates and tone?
Yes. We build from your own documents and wording, and a partner reviews drafts before they go out.
Does client information stay private?
Your data sits in a space of its own that only your team can reach.
Where do we start?
With one chore that costs your team the most time. Book a free twenty-minute intro call and we will tell you honestly whether we can help.
Twenty minutes, by phone or video, free.
Book an intro call