Win More Clients. Automate the Back Office.
AI handles proposals, client onboarding, time tracking, invoicing, and follow-up — so consultants, agencies, and freelancers spend time on billable work, not admin.
The Challenge
Consultants, marketing agencies, accountants, and freelancers spend nearly half their time on non-billable work — writing proposals, chasing invoices, onboarding clients, and managing projects. Every hour on admin is an hour not billed.
How Coregentic AI Helps
AI automates the entire client lifecycle — from proposal generation to onboarding, time tracking, invoicing, and re-engagement — so you maximize billable hours and revenue.
AI drafts customized proposals from templates using client discovery notes. Review and send in minutes, not hours.
Contract signing, document collection, system access setup, and kickoff scheduling — all automated end-to-end.
AI tracks time based on calendar events, emails, and project activity — no more manual timesheets.
Invoices generated from tracked time, sent automatically, with smart follow-up on overdue payments.
AI compiles weekly status reports from project tools and sends them to clients without manual effort.
AI identifies past clients due for check-ins and sends personalized outreach to generate repeat business.
How It Works
Lead Inquiry
New prospect reaches out. AI responds instantly, collects requirements, and schedules a discovery call.
Proposal & Closing
AI drafts proposal from discovery notes. You review, customize, and send — 3x faster than before.
Onboarding & Delivery
Contracts, documents, and access set up automatically. AI tracks time and generates status updates.
Billing & Retention
Invoices sent on time, payments tracked, and past clients re-engaged for repeat business.
Before vs. After Coregentic AI
Proposals take 3-5 hours to write and customize
AI-drafted proposals ready for review in 15 minutes
15-20% of billable hours go untracked
Smart time tracking captures 95%+ of billable activity automatically
Invoices sent 12 days after project completion
Same-day invoicing with automated payment follow-up
Past clients forgotten — no systematic re-engagement
AI re-engages dormant clients quarterly — 18% conversion to new projects
Works With Your Existing Tools
Coregentic AI integrates seamlessly with the software you already use — no rip-and-replace.
Asana
QuickBooks
Slack"I was spending 15 hours a week on proposals, invoicing, and admin. Now it's under 3 hours. My billable hours went up 42% and I haven't worked a single extra minute — I just stopped doing busywork."
Frequently Asked Questions
What types of professional services does this work for?
How does AI proposal generation work?
Will it integrate with my project management tools?
How accurate is the smart time tracking?
Can it handle retainer billing?
Why Choose Coregentic AI
Not generic services — our agents are trained on your industry's workflows, terminology, and compliance needs.
We handle the entire setup. Most clients are fully automated within 1–2 weeks with zero disruption.
Our clients see measurable savings from month one. If you don't save, you don't pay — it's that simple.
Works with the tools you already use. No rip-and-replace — we plug into your existing stack.
Start with one workflow and expand as you grow. Our platform adapts to your business, not the other way around.
Dedicated onboarding specialist, ongoing optimization, and a real human you can call when you need help.
Ready to transform your professional services business?
Book a free consultation and see exactly how much time and money AI automation can save you.
Book Free Consultation