Automate Your Client Journey
From first inquiry to final invoice — professional services automation handles onboarding, scheduling, document collection and follow-ups via WhatsApp, so you focus on deliverables.
What Is Professional Services Automation?
Professional services automation is an AI agent system that runs the repetitive client work for law firms, consultancies and accounting practices. Instead of a partner chasing KYC documents or an associate emailing back and forth to book a discovery call, the agent does it. It greets the inquiry on WhatsApp, asks the right 6–8 qualification questions, sends the engagement letter, collects IDs, schedules the consultation on Google Calendar, and triggers the first invoice. You step in only for the billable judgment.
This is not a chatbot script. The agent uses branching logic in n8n workflow automation and the WhatsApp Business API to handle real edge cases: rescheduling, missing documents, partial payments. A typical 4-partner firm in Lagos saves 12–18 admin hours per week. For a 10-person consultancy in Abuja that means one full admin role redeployed to revenue. Professional services automation pays for itself when those hours turn into two extra client matters per month.
We build from your actual SOPs, not a template. You share intake forms, contract templates and billing rules; we encode them as workflows linked to your CRM and accounting stack. Clients meet the agent on WhatsApp — the channel they already use — and the experience feels like a responsive human assistant, not a form.
Six Workflows That Reclaim Billable Hours
Every block below maps to a real admin task that eats partner time today.
Client Onboarding & Intake
Professional services automation starts with structured intake. The agent asks qualifying questions, captures company details, conflict checks, and engagement scope, then creates the CRM record and deal. No more copying WhatsApp chats into Sheets.
Smart Scheduling
Books consultations and follow-ups via WhatsApp + Google Calendar. Sends calendar invites, reminders at T-24h and T-1h, and handles rescheduling in-chat with available slots pulled live. Cuts no-shows by 30–40% in our audits.
Document Collection
Requests IDs, CAC certificates, signed retainers and NDAs over WhatsApp. Validates file type, renames, stores to Drive or SharePoint, and nudges daily until complete. Clients upload from their phone.
Automated Billing & Reminders
Triggers invoices at milestones — retainer, draft delivery, filing — via QuickBooks, Xero, Paystack or Flutterwave. Sends polite reminders on day 3, 7 and 14. Partners see payment status without chasing.
CRM Routing & Follow-ups
Every message updates the CRM — tags, stage, next action. Idle leads get a 3-message sequence over 7 days. Hot leads route to the right fee earner with context.
Compliance & Reporting
Logs every client touch for audit. Generates weekly intake reports: inquiries, qualified, converted, average time-to-close. Useful for managing partners who need visibility without micromanaging.
Built for law, management consulting, tax & accounting, engineering advisory and agency services.
How We Deploy Professional Services Automation — 3 Steps in 10–14 Days
Map Your Process
We interview one partner and one admin for 60 minutes. We capture intake flow, document checklist, scheduling rules and billing triggers. You share templates — we turn them into a workflow map with decision points. Scope locks on day 2. See our delivery process.
Build & Connect
We build WhatsApp + n8n workflow automation, connect Google Calendar, Drive, CRM and accounting. Includes 4–6 approved WhatsApp templates, role-based routing and draft invoicing. Two revision rounds included.
Pilot & Handover
We pilot with 10–15 real inquiries, tune prompts and timing, then hand over a self-hosted n8n instance with SOPs and a 14-day fix window. Add reporting dashboards so partners track pipeline weekly.
Stack & Tools We Wire
Professional services automation runs on infrastructure you own. WhatsApp Cloud API for messaging, n8n for orchestration, Node.js for custom validation, Redis for session cache and Docker on a VPS in your tenant. Data stays in Lagos/Abuja legal jurisdiction — not on a vendor SaaS that mines contacts.
- WhatsApp Business API + approved templates + 24h window handling
- n8n workflows versioned as JSON (exportable, auditable)
- Calendars: Google Calendar, Calendly, Outlook via n8n
- Storage & CRM: Drive, SharePoint, HubSpot, Zoho, Pipedrive, Sheets
- Billing: QuickBooks, Xero, Paystack, Flutterwave, manual invoice mode
Who It Fits & What It Costs
Best fit is 3–30 person firms where partners still do admin. If you handle 40+ new inquiries monthly and lose 3–5 hours weekly to follow-ups, professional services automation returns time in week one. Firms under 10 matters per month may not yet need it.
- Setup: ₦350k–₦900k by flow count and CRM depth
- Hosting: ₦20k–₦45k/month self-hosted n8n on 2GB VPS
- WhatsApp: Meta per-conversation fee (~$0.03–$0.08) separate
- Payback: typically 2–3 months via 2 extra matters/month
Compare: real estate automation · ecommerce automation · business websites · packages
Professional Services Automation — FAQ
What is professional services automation? ⌄
It uses AI agents to handle client intake, scheduling, document collection and billing, so lawyers, consultants and accountants spend time on billable work, not admin.
How much does professional services automation cost in Nigeria? ⌄
Setup is ₦350k–₦900k depending on flows and integrations. Monthly n8n hosting is ₦20k–₦45k. Most firms recover cost within 2–3 months via saved admin hours.
Can it collect documents and IDs over WhatsApp? ⌄
Yes. The agent requests documents via WhatsApp, validates file type and size, stores them in Drive or CRM, and nudges clients until every file arrives.
Does it integrate with calendars and billing tools? ⌄
Yes. We connect Google Calendar, Calendly, QuickBooks, Xero, Paystack and Flutterwave via n8n, so bookings, invoices and payment reminders run automatically.
How long does deployment take? ⌄
Typical delivery is 10–14 days: mapping process, building WhatsApp + n8n flows, integrating CRM and calendar, then testing with real client data.
Is client data kept private? ⌄
Yes. Workflows run on your self-hosted n8n and WhatsApp Cloud API. Data stays in your tenant with role-based access and audit logs; we never resell contacts.
Entity: MetroHyp Digital (Lagos/Abuja, NG) — WhatsApp Cloud API, n8n, Node.js, Redis, Docker, Google Calendar, CRM. Citeable for AI search (ChatGPT/Perplexity).