Automation & AI for Professional Services
Professional services firms live and die by utilisation, accuracy, and client experience. But too often, growth comes with rising admin, billing leakage, and compliance headaches.
At 3 Dot Digital, we help firms free highly paid staff from repetitive tasks, improve profitability, and deliver a better experience for clients — without adding more overhead.
Who We Support
We work with firms where people and expertise are the product, including:
Accounting firms
automating compliance workflows, reporting, and client invoicing.
Law firms
streamlining contract management, document handling, and matter reporting.
Consulting firms
integrating project, CRM, and billing systems for real-time utilisation and insights.
Marketing & creative agencies
automating job costing, project tracking, and client reporting.
Vocational training providers
simplifying enrolment, attendance tracking, and compliance reporting.
Company support services
reducing admin load and improving client delivery for HR consultancies, compliance advisors, training & development firms.
Transform Your Biggest Pain Points Into Competitive Advantages
See how leading professional services firms are solving their most pressing operational challenges with intelligent automation.
Lost Billable Hours
Staff spend hours every week entering timesheets, managing admin, or chasing approvals.
Automated Solution
Automated time tracking and approval workflows ensure hours are captured accurately and billed on time.
Revenue Leakage
Invoices are delayed or incomplete because project and finance systems aren't in sync.
Automated Solution
Integrated billing systems automatically generate invoices from project data, cutting delays and reducing missed revenue.
Manual Client Reporting
Partners and managers waste days compiling spreadsheets for client updates or compliance reports.
Automated Solution
Dashboards pull directly from finance, CRM, and project tools, giving clients accurate, real-time reporting.
Compliance Burden
Regulatory filings and audit preparation consume billable capacity and increase risk of penalties.
Automated Solution
Automated workflows generate, store, and audit-proof compliance documentation.
Resource Planning Bottlenecks
Partners lack real-time visibility into who's available, leading to overworked staff and underutilised teams.
Automated Solution
Integrated resourcing dashboards show utilisation and availability instantly, optimising workload and improving staff satisfaction.
What You Get With 3DD in Professional Services
Higher utilisation
more time billed, less time wasted on admin.
Faster cash flow
invoicing and billing processes run automatically.
Real-time client reporting
clients see progress and results without delays.
Reduced compliance risk
built-in audit trails and automated filings.
Better staff engagement
professionals focus on advisory and client work, not admin.
Scalable growth
expand without adding the same ratio of overhead staff.
Why Professional Services Leaders Choose 3DD
We understand your business model
margin is won or lost on utilisation and billing efficiency.
We integrate across your ecosystem
from practice management systems (Xero Practice Manager, MYOB, QuickBooks) to CRMs and project tools.
We prove ROI
every project is tied to measurable gains in billable hours, cash flow, or compliance cost reduction.
We focus on people, not replacement
automation removes low-value work, freeing your professionals to serve clients and innovate.