Professional & Service Delivery Industry

Let Clients Book Appointments, Track Projects & Pay Invoices — All Automated

Your Clients Get Instant Answers. Your Team Gets Their Time Back.

From consultation booking and project updates to invoice payments and document requests — RoundInfinity handles routine client interactions automatically while your team focuses on billable work.

What gets automated:
Appointment scheduling via phone/chat/WhatsApp, project status inquiries, invoice payment reminders, contract document access, service request intake, and client communication across all channels.
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Professional Services Automation

60%

Fewer Admin Calls

50%

Lower Service Costs

70%

Faster Client Responses

Stop Answering the Same Questions Every Day

Let AI handle routine client interactions while you focus on delivering exceptional service.

📞 AI Chatbot & Voice Bot for Client Inquiries
  • Answer common questions 24/7 via phone, chat & WhatsApp
  • Book consultation appointments automatically
  • Provide project status updates instantly
  • Route complex questions to the right team member
  • Transcribe and summarize client conversations
🖥️ Self-Service Client Portal
  • Let clients check project status anytime
  • Download contracts, invoices, and deliverables
  • Submit service requests and track progress
  • Make payments and view billing history
  • Access meeting notes and action items
💬 Automated Client Communication
  • Send project milestone update alerts
  • Automated invoice payment reminders
  • Contract renewal notification campaigns
  • Meeting confirmation and rescheduling
  • Bulk announcements via email & WhatsApp

Automate Your Entire Service Delivery Process

From client onboarding to final invoice — one connected system.

📋 Client Onboarding & Project Workflows
  • Digital client intake and KYC verification
  • Contract creation and e-signature workflows
  • Project kickoff task automation
  • Milestone tracking and deadline alerts
  • Automated client status notifications
📣 Marketing & Client Retention Campaigns
  • Automated service renewal reminders
  • Targeted upsell and cross-sell campaigns
  • Client feedback and NPS surveys
  • Newsletter and content distribution
  • Referral program automation
🚗 On-Site Service & Field Team Management
  • Consultant dispatch and scheduling
  • Route optimization for field teams
  • On-site time tracking and reporting
  • Digital service completion certificates
  • Client signature capture on mobile
🏢 Internal Team Operations
  • Time and expense tracking automation
  • Multi-level approval workflows
  • Resource allocation and capacity planning
  • Internal knowledge base and documentation
  • Team collaboration and task assignment
🤝 Vendor & Partner Coordination
  • Subcontractor onboarding and compliance
  • Invoice payable processing with AI extraction
  • 3-way purchase order matching
  • Vendor payment approval workflows
  • Partner portal for collaboration
💳 Billing & Payment Automation
  • Automated invoice generation and distribution
  • Payment link generation for instant collection
  • Overdue payment escalation workflows
  • Recurring billing for retainer clients
  • Financial reporting and analytics

AI-Powered Workflows & Operational Automation

Embedded AI that understands context, extracts data, and automates decisions across your entire service operation.

Understand Client Questions Across All Channels
Self-Service Portal for Client Access
Transcribe & Analyze Client Calls
Field Team Scheduling & Coordination
Extract Data from Invoices & Contracts
Multi-Level Approval Workflows

Every interaction, every document, every workflow — powered by AI that learns your business.

Build Custom Service Applications — No Coding Required

  • Client Relationship Management Portals
  • Project Management & Collaboration Systems
  • Legal Case Management Applications
  • Professional Time Tracking & Billing
  • Audit & Compliance Tracking Tools
  • Managed Services Provider (MSP) Platforms
  • Consulting Engagement Workflows
  • Retainer & Subscription Management
  • Service Analytics & KPI Dashboards
  • Client Lifecycle Management Apps

Deliver McKinsey-Level Client Experience — Without the McKinsey-Level Investment

Your clients get instant answers and 24/7 access.
Your team gets their time back to focus on billable work.
You get the efficiency of a Fortune 500 firm at a fraction of the cost.

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