Client onboarding, document collection, appointment reminders, recurring compliance workflows — running automatically. So your team spends their time on the work that actually earns fees.
Transparent pricing from $1,500. Free audit.
Built for accountants, mortgage brokers, financial planners, lawyers, and consultants.
A new client engagement that takes three weeks to get off the ground because documents are trickling in is not a client problem — it is a process problem. An annual review that does not happen because no one remembered to send the outreach is not a capacity problem — it is a systems problem.
Accountants chase the same documents every tax season. Brokers follow up the same clients through the same pipeline stages manually. Consultants re-explain the onboarding process to every new engagement. None of this requires skill. All of it requires time that could be spent on billable work.
We audit your current client workflow, identify where time is being lost to repetitive communication, and build automation that handles it — using the same OpenClaw-powered systems we trust to run Cheeky Panda.
Not generic tools. Workflows built around how a professional services firm actually operates.
The gap between signing a new client and getting the information you need to start work is often measured in weeks. An automated onboarding sequence fires immediately on engagement: welcome message, identity verification request, document checklist, and a follow-up at 48 hours and 5 days if items are outstanding. Work starts sooner. Clients feel looked after from day one.
Waiting for a client to provide tax records, bank statements, or signed forms before you can complete the work is unavoidable — chasing them manually is not. Automated collection requests go out immediately, reminders fire at 48 hours, and an escalation alert reaches the relevant team member if nothing arrives by day five. No spreadsheet tracking required.
Client meetings that do not happen cost the firm time and delay work. Automated confirmation at booking, a reminder the day before, and a morning-of SMS reduce no-shows significantly — particularly for tax season and annual review appointments where the calendar is dense and rescheduling is painful.
Annual reviews, BAS lodgement reminders, policy renewal notices, and SMSF compliance deadlines happen on a schedule. Automated recurring workflows ensure clients are contacted at the right time every year, without anyone manually managing a calendar or remembering who is due for what.
The goal is not to change how your firm works. It is to remove the repetitive communication layer that surrounds the work — so qualified staff spend their time on things only they can do.
Client onboarding: instant welcome, document checklist, and ID request on day one — no manual steps.
Document chasing: automated reminders at 48h and 5 days with escalation to staff if nothing arrives.
Appointment reminders: confirmation, day-before nudge, morning-of SMS. No-shows drop significantly.
Annual reviews: recurring outreach that triggers automatically without anyone managing a calendar.
Simple process. No theatre.
We map your current client workflow — enquiry to engagement, onboarding to delivery — and identify exactly where staff time is being lost to preventable admin.
We implement the highest-value automation first, with clear scope, transparent pricing, and a realistic delivery timeline.
You own the system and the documentation. If you want ongoing help building more, we offer monthly retainers.
No retainer required. No surprise invoices. You know the price before we start.
One workflow. Delivered in ~5 business days.
Three workflows + CRM integration + 30-day support.
Full AI agent setup + 6+ workflows + ongoing integration.
All prices are one-time project fees. Monthly retainers available separately.
Cheeky Panda uses OpenClaw internally to coordinate work, automate recurring tasks, and move faster with a small team.
Professional services firms do not need a vendor who has read about automation. They need someone who has built and relied on it inside their own business — and can have a specific conversation about what it will and will not solve.
Australian-first infrastructure, practical workflows, and no dependency on some mystery offshore setup.
Short answers to the obvious questions.
Accounting firms, mortgage brokers, financial planners, solicitors, business consultants, and any firm that onboards new clients, chases documents, and runs recurring compliance or review workflows. If your team spends significant time on administrative communication, automation will free that time for billable work.
Yes. Most practice management platforms support API or webhook integrations. We connect automations to your existing system rather than asking you to change tools. Where native integration is limited, we build lightweight middleware that bridges the gap without disrupting your existing workflows.
Document chasing is one of the highest-value automation targets for professional services. Automated collection requests — sent immediately when a job is created, with reminders at 48 hours and again at 5 days — keep the process moving without anyone manually tracking what has and has not arrived.
A Starter setup — typically one workflow like new client onboarding or document collection — is usually live within 5 business days. Larger setups covering multiple workflows and practice management integration take 2–4 weeks.
Keep exploring the offer.
Book a free automation audit. We map your current client workflow, show you the highest-value automations for your specific firm type, and give you straightforward pricing. No obligation.
Book a Free Professional Services Automation AuditNo obligation. Just less admin and more time for the work that earns fees.
