Client Intake
Collect client details after approval, and direct all activities, owners, and due dates through a standardised process.
PROFESSIONAL SERVICES
Move Client Work Faster Without Losing Delivery Control
Professional services workflow automation connects onboarding, delivery, time capture, billing and reporting for UK consultancies and other client-delivery firms using Power Platform and applied AI. Professional services automation for legal teams is covered separately.
WHAT THIS PAGE COVERS
Connect the Work Around Client Delivery
RedChilli maps each engagement, then combines Power Automate and applied AI with Power Apps development for professional services, automating work when the capability has a clear operational purpose.
Delivery Coordination
Make handoffs, approvals, exceptions, and status updates efficient throughout the complete client experience cycle.
Time and Billing
Timely enter time, manage approvals, and create accurate billing information for finance.
Reporting and AI
Develop standardised reporting and use AI where governance is available with inputs, review and ownership in place.
TYPICAL DELIVERABLES
A Defined Build with Clear Operational Outputs
Exact scope is agreed after discovery, once systems, data ownership, exceptions and reporting requirements are understood. The resulting delivery plan prioritises workflows that are valuable, supportable and realistic within the current environment.
Map Your Workflow- Onboarding process for clients including exception handling process.
- Intake forms for projects and engagements.
- Delivery status and workload reporting dashboard.
- Time billing capture and approval process.
- Automated reporting and document creation for clients.
- Testing and handover process.
EXAMPLE USE CASES
Practical Scenarios Across the Client Lifecycle
New Client Onboarding
A signed proposal starts the process of data collection, ownership, workspace setup and welcoming.
Scope Change Control
Scope changes are logged, approved and reflected in delivery plans before further work proceeds.
Monthly Client Reporting
Project, time and milestone data feed a review-ready report instead of a rebuilt spreadsheet.
Billable Time Recovery
Prompts, approvals and exception queues address missing entries before billing preparation.
DELIVERY APPROACH
From Workflow Evidence to Controlled Release
Baseline
Determine measures such as volumes, delays, rework, and ownership within existing workflows.
Prioritise
Rank new workflows based on their operational impact, risk, complexity, and data maturity.
Design
Outline future action steps, approvals, exceptions, and reporting needs.
Release
Pilot with real users, resolve edge cases and agree on ongoing support ownership.
FREQUENTLY ASKED QUESTIONS
Questions Before You Automate Client Delivery
Professional services automation connects onboarding, delivery, time capture, billing and reporting so information moves through a controlled workflow instead of being repeatedly entered across emails, spreadsheets and separate systems.
A professional services firm should start with a frequent, rules-based workflow that causes visible delay, rework or missed billing. Onboarding, status reporting and time approval are common candidates, but volumes, exceptions and ownership should be measured first.
Professional services automation can often work with existing Microsoft 365, CRM and finance systems where suitable connectors or APIs exist. Discovery confirms data ownership, integration limits, security requirements and exception handling.
CONNECTED CAPABILITIES
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