Free Playbook — Professional Services
Stop Losing Billable Hours to Admin & Client Intake
CPAs, law firms, and consultancies are deploying AI employees that handle client intake, appointment scheduling, document routing, and follow-up emails — so your team bills more and administrates less. See the framework that made it possible.
What's inside
Client Intake on Autopilot — Qualify leads, collect documents, and schedule consultations — 24/7, without staff involvement.
Email Operations at Scale — Draft, send, and manage client correspondence from your actual inbox. Follow-ups never fall through.
Proven at Scale — RTR Case Study — How one business cut support labor by 75% in 30 days using the same 5-layer framework.
The 5-Layer Digital Hire OS — Context, data, intelligence, automation, build — applied to professional services workflows.
Expansion Path for Services Firms — Intake → email ops → scheduling → billing follow-up → weekly client intelligence reports.
92%
Auto-resolved
8.3s
Avg response
$180K+
Saved annually
0
Hallucinations
Gabe Campbell
Founder, AI Genesis · Ex-Google, BMW, Lumin Digital
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