Client enquiry intake
Turn incoming enquiries into structured records, assigned owners and consistent next steps without manual re-entry.
Professional services workflow automation
Less operational admin.
More time for client work.
Automate the repetitive coordination around enquiries, onboarding, delivery and reporting without replacing the tools your team already uses.
Professional services workflows worth automating
Consultancies and B2B service teams often run important work across email, spreadsheets, CRM systems, documents and project tools. ShadowThread connects the handoffs so routine coordination happens in the background.
Client onboarding
Coordinate documents, forms, account setup and welcome communications when a new engagement starts.
Project and delivery updates
Keep records, tasks and stakeholders aligned when milestones or project states change.
How we approach it
01
Map the workflow
We identify where information moves between clients, teams and systems, and where people repeatedly coordinate it by hand.
02
Keep judgement with people
We automate predictable coordination while leaving decisions, exceptions and client-facing judgement with the right people.
03
Connect the existing tools
We build around the systems your team already uses rather than forcing a new platform into the workflow.
04
Monitor what runs
Automations are monitored so failures and required adjustments do not become invisible operational problems.
Have a service workflow that takes too much time?
Tell us what your team is doing manually. We'll look at the process and tell you where automation can help.
Tell us what to automate