Challenges Facing Professional Services
Slow, manual client onboarding process
Chasing clients for documents and information
Inconsistent client communication
Difficulty tracking referral sources
Time-consuming administrative tasks
Lost opportunities for cross-selling services
How FlowPro Solves This
Automated Intake
Managed digital intake with forms, document collection, and e-signatures—streamlining onboarding with approval workflows.
Client Nurturing
Managed client nurturing campaigns with check-ins, newsletters, and service reminders—building long-term relationships.
Referral Tracking
Managed referral tracking and thank-you workflows for referral partners—strengthening your network.
Service Upsells
Managed service expansion campaigns to cross-sell and upsell—with timing and messaging optimized for trust.
Everything Your Practice Needs
"FlowPro helped us streamline client onboarding"
"Before FlowPro, it took us 2-3 weeks to onboard a new client with all the back-and-forth emails and document chasing. Now it takes 3 days with managed intake workflows. The referral tracking system has also helped us identify our best referral sources and strengthen those relationships."
— James Patterson, Patterson & Associates Accountants (London)
Meet Marcus - Your Professional Services AI Assistant
Discover how Marcus qualifies leads, schedules consultations, and handles client inquiries with the professional expertise your practice requires. Start a conversation to experience it yourself.
New client consultation request
Complex legal or financial inquiry
Urgent matter outside business hours
No signup required • Real AI conversation • See it in action