Billable Hours Are Too
Valuable to Waste on Admin
Law firms, accounting practices, and consultancies lose 20–30% of billable capacity to administrative work that can be automated. Velari gets that time back — without adding headcount.
We Specialize In
Law Firms
Client intake, matter management, billing, court deadline tracking
Accounting & CPA
Tax deadline management, document collection, invoice automation, client reporting
Management Consulting
Proposal delivery, client onboarding, project status reporting, retainer billing
Financial Advisory
Compliance tracking, client communications, reporting automation, document requests
Where Your Time Actually Goes
The administrative overhead that eats your margin — and how Velari eliminates it.
Client onboarding takes weeks of back-and-forth
Collecting agreements, intake forms, documents, and payment often takes 2–3 weeks and multiple follow-up emails.
Billing and invoicing is a manual monthly scramble
Professionals spend 4–8 hours/month on invoicing, chasing late payments, and reconciling billable hours.
Document collection stalls every engagement
Waiting on client documents is the #1 cause of project delays in professional services — and most firms have no systematic follow-up.
Deadline tracking lives in someone's head
Missed deadlines (court dates, tax filings, contract renewals) are the highest-liability failure mode in professional services.
Reporting to clients is a manual effort every month
Associates and partners spend hours compiling status updates, matter summaries, and project reports.
How These Automations Work
Step-by-step workflow maps for the three highest-impact automations in professional services.
Client Onboarding Automation
- 1 New client confirmed → automated welcome email sent
- 2 Engagement letter delivered via e-signature
- 3 Intake questionnaire triggered upon signing
- 4 Document upload portal link sent automatically
- 5 Missing items flagged with follow-up reminders every 48 hrs
- 6 CRM and matter management updated when complete
Invoice & Collections Automation
- 1 Time entries auto-aggregated at billing cycle end
- 2 Draft invoice generated and sent to partner for review
- 3 Approved invoice delivered to client automatically
- 4 Payment reminder at 7, 14, and 30 days if unpaid
- 5 Escalation alert to relationship manager at 30 days
- 6 Payment recorded and synced to accounting system
Deadline & Compliance Tracking
- 1 Matter/engagement opened → key dates extracted
- 2 Deadlines logged in central tracking system
- 3 30-day, 7-day, and 24-hour alerts sent to responsible party
- 4 Client notified of upcoming deadlines automatically
- 5 Completion confirmed and logged for audit trail
- 6 Missed items escalated immediately to leadership
Start with a Free Operations Audit
The $500 Automation Audit maps every automatable workflow in your practice, ranks them by ROI impact, and gives you a clear build-order. No commitment required — and the fee credits toward any project you proceed with.
Book Your Audit — $500 →Audit fee credited toward any subsequent project within 60 days.