Who we help
Professional services firms where admin grows faster than the team.
If your firm sells expertise and time, the work around the work (contracts, invoices, reports, requests) scales with every new client. That’s the work we automate.
Where we go deepest
Three types of firm we know best.
- 01
Consultancies and associate-led firms
Contracts, SOWs, associates, invoicing and reporting, connected across HubSpot, Xero and SharePoint.
Proof
Monthly invoicing from 8 days to 4 hours
- 02
Private equity and investment firms
Deal research, executive profiling, scoring, reporting and outreach, automated with human approval.
Proof
AI deal research and outreach, end to end
- 03
Financial services operations
Client request triage, fulfilment, data operations and reporting for financial services teams.
Proof
Request turnaround from 6 weeks to 4 days
We also work with
Same problems, different letterhead.
The patterns repeat across professional services. If your sector isn’t listed, the audit will tell us quickly whether we can help.
Recruitment agencies
Candidate and client admin, contractor timesheets and invoicing.
Accountancy firms
Client onboarding, document collection and recurring reporting.
Property and facilities management
Job requests, contractor invoices and client reporting.
Insurance claims and restoration
Claim emails triaged, jobs invoiced and finance reconciled.
Wealth and estate planning
Onboarding paperwork, review preparation and request handling.
Law firms
Matter intake, engagement letters and billing admin.
Marketing and creative agencies
Monthly client reporting pulled from every platform automatically.
Something else?
If you have recurring admin across a CRM, finance system and inbox, we should talk.
In short
AlbaNova works with professional services firms of roughly 10 to 250 people, leading with consultancies and associate-led firms, private equity and investment firms, and financial services operations teams. It also works with recruitment agencies, accountancy firms, property and facilities managers, insurance claims and restoration firms, wealth and estate planners, law firms and agencies.
Free Operations Audit
Find out what's worth automating.
Book a free 45-minute Operations Audit. You'll get a written summary of your top three automation opportunities, with estimated hours saved, within 3 working days.
If there's nothing worth automating, we'll tell you.
What happens next
- 1Pick a time that suits you
- 2Tell us briefly which process hurts most
- 3We map it together in 45 minutes
- 4Your written summary arrives within 3 working days