CRM for Professional Services
Accountants, lawyers, consultants. Your clients pay for expertise - not for you to spend half your day on admin. Let systems run the business side so you can focus on billable work.
Sound Familiar?
Chasing documents endlessly
"Can you send that again?" becomes your most-typed email. Documents scattered across inboxes, drives, and desk drawers.
Consultation booking chaos
Back-and-forth emails to find a slot. No-shows with no notice. Discovery calls that go nowhere.
Referrals falling through
Past clients recommend you, but you don't track who referred whom. Lost opportunities to say thank you - and ask for more.
Your Practice, Systematised
Consultation Booking
Clients book directly into your calendar. Automatic reminders. Collect payment upfront if needed. No more no-shows.
Client Onboarding
New client? Automated welcome sequence with intake forms, document requests, and next steps. Professional from day one.
Document Collection
Secure forms for clients to upload documents. Everything stored against their record. No more email hunting.
Retainer Management
Set up recurring invoices, track retainer usage, automate payment reminders. Get paid without the awkward chase.
Referral Tracking
Know exactly who referred each client. Automatic thank you messages. Build a referral engine that grows your practice.
Client Pipeline
Track prospects from first contact to signed engagement. Know where every opportunity sits and what happens next.
New Client Journey
- Day 1
Prospect books discovery call
They find you online, book a 30-minute slot through your calendar. Confirmation email sent with prep questions.
- Day 2
Discovery call happens
Reminder sent morning of. Call notes logged in CRM. Follow-up proposal scheduled to send.
- Day 3
Proposal sent
Professional proposal with e-signature. Automatic follow-up in 3 days if not signed.
- Day 5
Client signs
Onboarding sequence triggers: welcome email, intake form, document request, first invoice.
- Week 2
Work begins
All documents collected, payment received, client tagged for relevant updates. Relationship managed, beyond just delivering the job.
What's Included
- Discovery call booking calendar
- Client onboarding workflow
- Document collection forms
- Proposal follow-up automation
- Retainer/recurring invoice setup
- Referral tracking system
- Client communication templates
- Review request automation
Ready to lose the admin?
See how other professional services firms use NotLuck CRM to spend less time on admin and more time on billable work.