For consulting firms, document intake automation projects typically start at $3,500 for core processes like client contract ingestion or data extraction from proposal documents. Your final cost will depend on the intricacy of your firm's current intake workflows and the number of systems needing integration (e.g., CRM, DMS). All projects are fixed-price, beginning with a free systems audit to define the exact scope and investment.
We conduct a comprehensive systems audit, mapping your firm's existing document intake workflows and identifying specific pain points in areas like client data capture or compliance reviews. This step defines the exact scope, data points for extraction, and integration requirements for your unique setup.
Our team then designs and builds your custom automation solution, configuring it to accurately extract data from your specific document types (e.g., engagement letters, financial statements) and integrate seamlessly with your CRM or DMS. We ensure the solution aligns with your firm's operational protocols and data security standards.
After rigorous testing, we deploy the automation into your live environment and provide comprehensive training for your team, ensuring they can confidently manage the new, streamlined document intake process. We also establish monitoring to guarantee ongoing performance and provide support as needed.
Book a free systems audit. We will map your current workflow and show you exactly what can be automated.
Book a Systems Audit