Your firm's most expensive employee is doing paperwork.
Every hour your team spends on intake forms, scheduling, and follow-ups is an hour not spent on billable work. We build the systems that fix that.
lost to administrative tasks in a typical small firm
Based on ABA and AICPA practice management surveysYou didn't build your practice to chase paperwork.
For a small firm billing $250/hour, 15 hours of weekly admin work represents over $180,000 in annual revenue that's not being captured. Not because your team isn't working hard — because the wrong work is eating their time.
Client intake. Document prep. Appointment reminders. Follow-up emails. These are critical processes, but none of them require the expertise you spent years building.
There is a better way. And it doesn't involve hiring.
Four systems. One seamless operation.
Client Intake & Onboarding
Form submission triggers professional confirmation, sends you a summarized brief, and schedules the consultation. No manual follow-up required.
Document Generation
Engagement letters, service agreements, and standard documents generated automatically with client details pre-filled. Ready for review in minutes.
Appointment Reminders
Tailored reminders before every call and meeting. No-shows are effectively eliminated and your calendar stays full with prepared clients.
Follow-Up Sequences
Every prospect who doesn't book gets a thoughtful, personalized sequence. The ones who went quiet come back. The ones who are ready convert.
We work exclusively with professional services firms.
We know your workflows, your compliance requirements, and the specific administrative burdens your industry carries. This isn't generic software. It's a system built around how your firm actually works.
From conversation to running system in 30 days.
Map
Workflow visualization and identifying the highest-impact automation points.
Build
System design, tool integration, and custom workflow development.
Go Live
System activation and operational support. Everything runs, you verify.
Expand
Ongoing monitoring, iterative improvements, and scaling automation.
You see it working before committing to anything ongoing.
Operational efficiency is not a luxury.
I'm Antoine. I started PropelOps because I believe small and mid-size professional services firms deserve the same operational advantages that large firms take for granted.
With 13 years in web technology and a Harvard certification in Leading Change and Organizational Renewal, I've spent my career helping business owners build stronger, more efficient operations.
The same intelligent systems that enterprise firms spend millions building can now be set up for a fraction of the cost — and run automatically in the background while you focus on your clients.
My job is to build that system for your firm, make sure it works, and make sure it keeps working.
What is manual work costing your firm?
Adjust the sliders to see the annual revenue your firm is leaving on the table.
Your Firm
Simple, risk-free pricing.
Simple, transparent pricing designed for professional services firms.
Start Risk-Free
Starting atOne automation built and running. No commitment beyond the pilot.
Start NowManaged Automation
We monitor, maintain, and expand your system every month. Cancel anytime with 30 days notice.
Save Me TimeAccelerated Automation
For firms ready to automate multiple workflows simultaneously across different areas.
Get StartedAll engagements start with a fixed-fee pilot. No surprises, no hidden costs.
Everything you need to know.
Not at all. We handle everything — the strategy, the build, and the ongoing management. You keep doing what you do best; we make the back-office run itself. If you can send an email, you have all the technical ability you need.
Your first automation is live within 30 days. Most firms see results in the first two weeks. We move fast because we know your time is valuable — that's the whole point.
We monitor your systems continuously. If something needs attention, we fix it — usually before you even notice. That's what the retainer is for. You never have to troubleshoot anything yourself.
Yes. We build around the tools you already use — your CRM, email, calendar, document systems. No rip-and-replace. We connect what you have into something smarter.
We take this very seriously — especially for firms handling sensitive client data. All integrations use encrypted connections, and we follow strict data handling protocols. We're happy to sign NDAs and discuss specifics on a call.
Zapier and Make are powerful tools — and we often use them under the hood. The difference is you don't have to learn them, build anything, or maintain it. We do all of that. You get the outcome without the overhead.
30 days' notice, no questions asked. We'll even help you transition. We keep clients because the work speaks for itself, not because of a contract.
Let's look at one process in your firm and show you what automating it looks like.
20 minutes. No pitch. No obligation. Just clarity on what's possible.
or email antoine@propelops.ai