For professional service firms
Move consultation requests and proposals forward.
Artemis Technologies helps law firms, accounting firms, agencies, consultants, and other professional service companies organize inquiries, proposals, document collection, and client follow-up.
Business Command Center
Today's client pipeline
Consultation requests get mixed with normal inbox work
Proposal follow-up is inconsistent
Client document collection creates back-and-forth
Owners cannot quickly see which opportunities need action
What the pilot includes
A client workflow layer for growing service firms.
The professional services pilot focuses on inquiries, proposal follow-up, document collection visibility, and daily client communication tasks.
Consultation intake
Track new inquiries, service interest, source, contact details, and next step.
Proposal follow-up
Keep proposal status, follow-up date, estimated value, and notes visible.
Message templates
Draft follow-ups, document requests, review requests, and reactivation messages.
AI daily priorities
Highlight stale proposals, urgent follow-ups, and high-value opportunities.
Recommended pilot
Growth Pilot
A focused setup for service firms that want better lead, proposal, and client communication visibility.
$499/mo
$1,500 setup placeholder
Step 1
Set up inquiry and proposal statuses
Step 2
Add current open opportunities
Step 3
Create message templates
Step 4
Track follow-up dates and ownership
Step 5
Review AI daily priorities
See the workflow
Request a quick Professional Services demo.
See how a service firm can organize consultations, proposals, document requests, and follow-up tasks from one workspace.