Consultancy Firms and Professional Practices

Streamline document and communication management at your consultancy

Consultancy Firms and Professional Practices

Streamline document and communication management at your consultancy

Consultancy firms and professional practices deal with invoices, client receipts, administrative paperwork and numerous emails containing requests or enquiries on a daily basis.

Much of the team’s time ends up being spent on tasks such as reviewing documents, entering data or replying to repetitive emails.

With B2Bit’s solutions, you can automate document management, organise emails automatically and respond to basic enquiries without manual intervention.

This allows your team to focus on what really matters: advising your clients and adding value to their business.

The challenges facing the sector

1. A large volume of client documents

Consultancy firms constantly receive invoices, receipts and other documents that need to be checked and recorded manually.

2. Constant emails containing enquiries and attachments

Customers send documents and make enquiries by email on an ongoing basis.

3. Comprehensive organisation of customer information

Managing documents and communications for multiple clients can make it difficult to keep everything organised.

4. A lot of time spent on administrative tasks

Reviewing documents and emails reduces the time available for advising clients and providing customer service.

HOW B2BIT HELPS

Find out how to automate your consultancy

B2Bit’s solutions enable the automation of routine administrative tasks in consultancy firms and professional practices.

From automatic document scanning to email management and handling frequently asked questions, our products help reduce the time spent on repetitive tasks and improve team efficiency.

Automate the management of your clients’ invoices and receipts.

Accountancy firms constantly receive invoices, receipts and accounting documents from their clients for processing. With B2Docs, you can process these documents automatically without having to enter the data manually. The system reads the file, extracts the information and displays it on a dashboard for review or export.

Try B2Docs free for 48 hours

Automatically organise the emails for your firm or consultancy.

Consultancies constantly receive emails relating to file transfers, enquiries or requests. With B2Mail, messages are automatically sorted into categories configured to support business success. The system analyses the content, assigns a priority, and forwards them directly to the relevant consultant.

Automate my emails

Automatically answers queries about procedures and information.

Consultancy firms receive many repetitive queries about required documents, the status of procedures or general enquiries. With B2Bots, you can automate responses to these queries using an AI agent that handles calls, messages or emails. All sessions are recorded in a comprehensive dashboard, complete with a summary and transcript.

Discover B2Bots