PROCESS OPTIMISATION & AUTOMATION CONSULTANCYStop paying people to do work a system can do.
Iterely works with professional services firms to identify where time and money are being lost in their operations and builds the automation that eliminates it.
40 hours recovered every week
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95% reduction in manual processing time
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Live in 6 weeks
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40 hours recovered every week 〰️ 95% reduction in manual processing time 〰️ Live in 6 weeks 〰️
THE PROBLEM
Your team is doing work a system should be doing.
Most professional services firms reach a point where growth means more admin, more hires, and more complexity. It doesn't have to.
Qualified professionals absorbing administrative work
When fee earners spend time on document assembly, data entry, and client chasing, the cost is not just their salary. It is the billable work that does not get done.
Onboarding processes that depend on individual effort
Client intake, engagement letters, document collection. All executed manually, inconsistently, and only as reliably as the person responsible for remembering to do them.
Disconnected systems creating invisible overhead
When your CRM, document platform, and inbox do not communicate, someone becomes the connection between them. That person is your most expensive and most fragile operational dependency.
Headcount as the default response to growth
A new administrator costs $45,000 in salary alone. Add payroll tax, health insurance, and benefits and the real cost is closer to $65,000. On day one they inherit exactly the same process that is already slowing you down.
HOW IT WORKS
We diagnose before we build.
Most automation agencies build what you ask for without understanding whether that is actually the right thing to build. We start with analysis, so what we build solves the real problem.
01.
Free operations audit
A free 30-minute conversation to understand your business and identify whether there is a meaningful opportunity to save your team time. Following the call, we will send you a written report within 72 hours outlining where we believe the biggest opportunities are in your business and what automation could look like.
FREE
02.
Discovery & scoping session
A two-hour working session conducted by a BCS qualified business analyst. We map your operations in full, produce a complete AS-IS process map, a TO-BE automation design, a technical specification, and a fixed-price build proposal. The workshop fee is fully deducted from your build investment if you proceed.
$750
03.
Design & Implementation
We build the automation to the agreed specification. Fixed price, agreed before we start. Live within six weeks. Tested against real scenarios, handed over with full documentation and staff training.
$8500 - $18000
04.
Ongoing support retainer
We stay involved after go-live. Your retainer includes system monitoring, maintenance, and ongoing discovery. We proactively identify further automation opportunities and scope them as part of your monthly engagement. The system keeps improving as your business grows.
from $1250 per month
CREDENTIALS
The qualification behind the method.
Iterely is led by a business analyst holding the BCS International Diploma in Business Analysis and professional membership of BCS, the Chartered Institute for IT.
BCS is the chartered professional body for the IT profession in the UK, and its Chartered IT Professional status sits alongside chartership in law, accounting, and engineering. It is independently assessed against standards of competence, ethics, and continuing professional development, rather than issued by a software vendor for completing their own training.
We mention it for one reason. Your firm would not let an unqualified person sign off on client work. The same standard should apply to whoever is redesigning how that work gets done.
CASE STUDY
How we gave a professional services firm back 40 hours a week.
They were onboarding 18 new clients a month. Every single one triggered the same 2.5-hour manual process. We mapped it, diagnosed it, and automated it. Six weeks later it was gone.
95%
Reduction in processing time
40hrs
Recovered every week
81%
Of the process automated
6 weeks
Discovery call to live system
Frequently Asked Questions
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Yes. No strings, no pitch, no pressure. It is a 30-minute conversation to understand your business and assess whether there is a meaningful opportunity. Following the call we send you a written audit report at no cost. If there is no opportunity worth pursuing we will tell you honestly. We would rather be straightforward at this stage than oversell an engagement that does not deliver.
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That is exactly what the discovery call and workshop are for. We do not assume and we do not guess. A BCS qualified business analyst maps your operations, identifies where time and money are actually being lost, and builds the automation around the real bottlenecks. Most agencies build what you ask for. We diagnose what actually needs fixing.
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The AI in our systems does not write anything. It takes structured client data and slots it into your existing approved templates, the same wording your team uses today. Every document is reviewed by a person before it reaches a client. Your professional judgment stays exactly where it should.
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Six weeks from signed agreement to live system. That includes the build, testing against real scenarios, staff training, and full handover. The timeline is fixed and agreed before we start.
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Approximately three hours across the full engagement. The discovery workshop, one document review, and a one-hour training session. We carry everything else. Your team gets the outcome without carrying the project.
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Good. We integrate with it. We are not replacing your existing tools. We are connecting them and removing the manual steps between them. Most practice management platforms store information well but still rely on someone manually triggering each step. That is the gap we close.
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That is precisely what the retainer covers. We monitor the system, fix any issues, and update integrations when the platforms it connects to make changes. Your manual process always remains available as a fallback. The system never becomes a liability you are left to manage alone.
Find out what your operations are actually costing you.
GET STARTED
Book a 30-minute call. We will tell you honestly whether there is a meaningful opportunity in your business and what it would look like to fix it.
ELLIOTT@ITERELY.COM