Skyllect

Industry

AI for Professional Services

In accounting, legal, consulting and agency firms, skilled people lose hours to intake forms, scheduling, document chasing and admin. Skyllect builds AI that handles that layer: it qualifies new enquiries, books meetings, collects and reads client documents, and keeps your practice systems up to date, so your experts spend more time on billable work.

  • New client enquiries and intake
  • Meeting scheduling and reminders
  • Client document collection and review
  • Proposals, engagement letters and follow-ups
  • Time, billing and practice system updates
Book a ConsultationSee How Automation Works
Professionals reviewing and signing client documents at a laptop
Responses to new client enquiries
24/7Responses to new client enquiries
No-shows with automatic reminders
FewerNo-shows with automatic reminders
Client documents, chased automatically
CompleteClient documents, chased automatically
Drafts checked by your experts
ReviewedDrafts checked by your experts

What we automate

  • 01

    Client Intake Assistant

    Responds to new enquiries, asks your qualifying questions, checks for conflicts and creates the client record.

  • 02

    Smart Scheduling

    Books consultations and meetings into the right person's calendar, with reminders that reduce no-shows.

  • 03

    Document Collection

    Requests the documents you need from clients, chases missing items and checks what arrives is complete.

  • 04

    Document Intelligence

    Reads contracts, financial statements and forms, extracts key details and prepares summaries for review.

  • 05

    Proposal Drafting

    Drafts proposals and engagement letters from your templates and the details gathered at intake.

  • 06

    Internal Knowledge Assistant

    Staff find precedents, templates and procedures instantly, from your firm's own documents.

Where it earns its place

Accounting Firms

Year-end document requests go out automatically, missing items are chased, and returns are prepared with less back-and-forth.

Law Firms

New matters are qualified, conflict-checked and opened, with key contract terms summarised for the lawyer.

Consultancies

Enquiries are qualified and booked into discovery calls, and proposals are drafted from the call notes.

Agencies

Client briefs, approvals and status updates are collected and logged without endless email threads.

What changes for your team

  • More Billable Time

    Experts spend their time on client work, not admin.

  • Faster Client Onboarding

    New clients go from enquiry to engagement in days, not weeks.

  • Better Client Experience

    Prompt replies and clear next steps from the very first contact.

  • Consistent Process

    Every client goes through the same, well-documented steps.

How it works

  1. 01

    Map the Client Journey

    We follow a client from first enquiry to final invoice and find the admin hotspots.

  2. 02

    Connect Your Tools

    Link your practice management system, calendar, document storage and email.

  3. 03

    Automate the Admin

    Intake, scheduling and document handling run automatically, with your review.

  4. 04

    Extend Over Time

    Add proposals, knowledge search and billing as the first steps prove themselves.

Connects with

  • Practice management systems
  • Microsoft 365
  • Google Workspace
  • Calendly
  • DocuSign
  • SharePoint
  • QuickBooks / Xero
  • Your CRM

Explore other industries

See how AI can work inside your Professional Services business

Tell us how your team works today. We'll show you where AI saves the most time, with no obligation.

Book a Consultation