01
Real intake up front
A structured form asks what matters for your practice area before anyone spends billable time.
All industries
DOERS Connect for Professional Services
"Can you help me with something?" is the entire email. Now three days go by on questions.
Law firms, accountants, bookkeepers, insurance agencies, IT and financial advisors — the work is careful and the intake usually isn't. This is how a first inquiry becomes a scheduled consult with the details already in hand.
The operating shift
A first impression that matches the quality of your work.
01Real intake up front
02A fast, professional reply
03The consult gets booked
04The engagement starts cleanly
Where growth leaks
Good work can still get buried under a scattered process.
01
A one-line inquiry that takes three emails to make useful
02
Consults delayed a week because of scheduling back-and-forth
03
A proposal sent and never followed up on
04
Client documents and messages scattered between inboxes and staff
05
Renewals and annual work that only happen when the client remembers
The connected workflow
One clear path through the customer journey.
02
A fast, professional reply
They get an immediate acknowledgement with what happens next and how to book.
03
The consult gets booked
Qualified inquiries choose from the times your team has approved, with the right length.
04
The engagement starts cleanly
Engagement letter, payment, document requests, and welcome steps run in the same order every time.
05
Nothing lapses
Renewals, annual filings, reviews, and check-ins are scheduled instead of remembered.
Feature stack
What is actually working behind the scenes.
Plain English, no jargon. These are the tools we shape around the way you already work.
Forms and surveys
Intake that asks the right questions
Build a different intake per practice area — matter type, timeline, entity, documents on hand. It all lands on the contact record before the consult.
Automated workflows
A reply that goes out immediately
Submission triggers a confirmation email and text: what you received, what happens next, and a booking link. Nobody wonders if it went through.
Calendar booking
Consults booked on your terms
Different lengths for different consult types, routed to the right person on the team, with buffers and daily limits you control.
AI phone answering
Nobody calls into a void
After hours or during a busy stretch, an assistant can take the details, answer basic questions, and get it to the right person.
Pipelines
Every open matter on one board
Inquiry, consult scheduled, proposal out, engaged, in progress. Nothing sits untouched because everyone can see what's stalled.
Email and text sequences
Proposal follow-up that happens
A quiet proposal gets a polite check-in on a schedule you choose. It reads like your associate wrote it, not a robot.
Payments and workflows
Onboarding in the same order every time
Retainer or invoice paid, then the document request, welcome packet, and kickoff booking all go out together.
Reminders and campaigns
Renewals and annual work, scheduled
Policy renewals, tax season, annual reviews — set the date once and the outreach fires ahead of time, to the right clients only.
What gets better
Built around the way professional services actually operate.
Better inquiries, less back-and-forth
Structured intake collects the context you need in one pass instead of an email chain.
Respond fast without dropping work
An immediate acknowledgement holds the relationship while your team gets to it properly.
Screen before you spend time
A few qualifying questions keep your consult calendar full of the right matters.
Follow up on proposals consistently
Every open engagement has a visible stage and a next action with a date.
Give the whole team context
Messages, documents, and history live on the client record, not in one person's inbox.
Make recurring revenue reliable
Renewals, annual work, and reviews are scheduled ahead, not chased late.
What connects
The tools work together. Your business feels simpler.
Your setup can start with the essentials and expand as your process matures.
Structured intake forms
Consultation calendars
Opportunity pipeline
Automated follow-up
Unified conversations
Payments and invoices
Onboarding workflows
Renewal reminders
Same day. Better system.
Replace a chain of reminders with a repeatable operation.
Without a connected system
- 1A vague inquiry lands in a shared inbox
- 2Three emails just to understand the ask
- 3A week of scheduling back-and-forth
- 4The proposal sits without a follow-up
- 5Onboarding is rebuilt every time
With DOERS Connect
- 1Intake arrives complete and organized
- 2An immediate reply sets expectations
- 3The consult books itself at the right length
- 4Every proposal has a scheduled follow-up
- 5Onboarding and renewals run the same way each time
The honest version
What you should know before you start.
We'd rather tell you now than surprise you later.
Business texting in the U.S. requires a one-time registration with the carriers. We handle the paperwork with you, and it takes a few days before texts start sending.
Texting and email are usage-based. Normal follow-up volume is inexpensive, but big blasts cost more — you'll always know the numbers before you turn anything on.
Taking payments means connecting a payment provider. Their processing fees are separate from your plan.
Use your judgment about what belongs in automated messages. We help you keep sensitive details in the right place and keep the automated side to scheduling and logistics.
None of this is magic. It's your process, written down once and then run consistently. We build the first version with you and adjust it as you go.
Keep exploring
Related ways to use DOERS Connect.
Your next step
Find the gaps in your business system.
Get a score out of 100 and a clear read on where leads, follow-up, and customers may be slipping through.
Take the Business Systems Audit