Automation for professional services firms
Accounting, legal, consulting and insurance firms repeat the same intake, document and billing steps for every client. We automate client intake, extract data from documents with AI, schedule meetings, send invoices and build client portals, so your team spends more time on billable work.
No commitment. You keep your current software.
Common needs
- Client intake forms to CRM
- Data extraction from documents
- Meeting scheduling and reminders
- Invoices and payment links
- Client portals
Example
Before: Client documents arrive by email and are typed into spreadsheets.
With Macon Media: Data is extracted automatically and the client file is updated.
Frequently asked questions
Is sensitive client information protected?
We limit access to what each step needs and use the security options of your current tools.