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Autyra

Industries · Professional services

Workflow Automation for Accounting, Legal & Consulting Firms

Billable people doing unbillable admin is the quiet cost centre of every firm. We automate client onboarding, document preparation and the data shuffling between your practice systems, so professional time goes to professional work.

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The unbillable middle

Every firm knows the shape of it. A new client signs, and their details are typed into the practice management system, then the document system, then the engagement letter, then the invoice template. A lodgement deadline approaches and someone checks the spreadsheet that tracks the deadlines, a spreadsheet somebody has to maintain. The monthly WIP report is due, so a partner’s afternoon disappears into exports.

None of this work is billable, none of it is why your people joined the profession, and all of it scales with client count. Firms usually absorb it with admin hires and partner overtime; the alternative is to automate the handling so information is captured once and flows everywhere it’s needed.

The workflow shape (intake, documents, deadlines, reporting across disconnected systems) is the same one we automate for healthcare providers and dealerships. The systems differ; the method doesn’t.

What we automate for firms

Client onboarding & engagement letters

New client details captured once and flowed into practice management, document templates and compliance checks automatically.

Document assembly

Recurring documents (engagement letters, standard advices, lodgement packs) generated from live data instead of copy-paste.

Practice system data flow

Practice management, document management and accounting systems kept consistent without manual re-entry.

Deadline & lodgement tracking

Statutory and client deadlines tracked automatically, with work-in-progress chased before dates become emergencies.

Client communications

Status updates, requests for information and reminders triggered by matter or job events, consistently and with a record.

Billing & WIP reporting

Work-in-progress, billing and productivity reporting assembled from your systems on schedule.

How it works

A clear path from first call to running automation

  1. Step 1

    Discovery

    A free 15-minute call to understand your most significant pain points and goals.

  2. Step 2

    Audit & strategy

    We map your workflows and build a custom automation roadmap with a clear return on investment.

  3. Step 3

    Implementation

    We build, test and deploy your solution with minimal disruption to daily operations.

  4. Step 4

    Optimise & scale

    Ongoing optimisation and support as your organisation and its workflows evolve.

Professional services automation FAQs

Is client data secure and confidential?
Yes. Solutions follow the Australian Privacy Principles with encryption, access controls and audit logging, and workflows are designed so client data stays within your approved systems. Data is processed on Australian infrastructure.
Can you integrate with our practice management system?
In most cases, yes. We integrate with popular practice management, document management and accounting platforms via their APIs, and build custom connections where needed. We’ll confirm your specific stack on the discovery call.
Will automation replace our staff?
No. It removes the repetitive admin (re-keying, document assembly, chasing) so your professionals spend more time on client work and judgement. That’s where firms actually make money.
Do you work with firms outside accounting and law?
Yes. Engineering, consulting, insurance and other professional firms share the same workflow shape (client intake, documents, deadlines, billing), and the same automations apply.

Keep exploring

Put billable hours back where they belong

Book a free 15-minute discovery call. Tell us which admin task eats the most professional time in your firm, and we'll tell you what's automatable.

Prefer to talk directly?
+61 485 881 787  ·  sales@autyra.com