Professional Services
Automate your client intake and case management with secure, high-performance systems for modern firms.
The Challenges
Every industry has its hurdles. Here are the most common pain points we see.
Manual Intake
Drowning in paperwork and repetitive questions during the initial client discovery phase.
Document Chaos
Managing sensitive files across emails and outdated local storage systems.
Billing Overhead
Losing billable hours to administrative tasks and manual invoicing processes.
How we solve the problem
Secure Client Portals
Branded, encrypted platforms for document sharing and case updates.
Automated Intake AI
Qualify and gather initial data from clients before you even speak with them.
Workflow Automation
Systems that automatically trigger tasks and documents based on project stages.
"Beauto elevates the professional service experience. We build the secure, efficient tools that allow your experts to provide world-class service without the administrative burden."
Beauto Strategy Team
Industrial Optimization
Ready to optimize?
Make customer experience your competitive edge.