Trusted by professional services firms across the US.
AI workflows built for professional services firms
We help law firms and accounting practices automate intake, documents, and follow-ups — and we work with other service businesses too. AI is moving fast.
Waiting to use it means letting competitors get the advantage. Get started in weeks, not months. Our
services focus on:
Client Intake & Onboarding: Automate new client intake forms, engagement letters, and conflict checks so nothing slips through and every client gets a fast, professional first impression.
Deadlines & Follow-Ups: Send automatic deadline reminders, status updates, and follow-up messages to clients so your team spends less time chasing and more time billing.
Billing & Documents: Draft invoices, reconcile billable hours, and organize case files or client records automatically so the business stays on track even during vacations.
Our AI workflows handle everyday tasks across different areas of your business. We
set them up to match your processes so you can see results right away.
Follow-Up with your clients
Sends reminders, thank-yous, and customer updates automatically.
Increase repeat business
Reduce manual outreach
Keep customer contact consistent
Chat 24/7
Chats with visitors on your site or channels, answers questions, and qualifies
customers.
Always available for customers
Capture leads faster
Friendly, consistent support
Manage orders
Handles orders, tracking, and fulfillment.
Reduce order mistakes
Speed up delivery
Keep customers informed
Process all documents
Creates invoices, receipts, contracts, and other documents.
Save time on project documentation
Ensure accuracy on contracts
Keep records audit-ready
Talk naturally
Handles voice calls and phone interactions automatically.
Answer customer calls
Transcribe and summarize conversations
Route requests to the right team
Report back to you
Delivers insights and dashboards to support smarter decisions.
Consolidate data across tools
Generate dashboards and KPIs
Uncover trends for strategy
Consolidates all your data
Creates a single view of your customer data across platforms.
Unified customer profiles
Data synchronized across tools
Smarter targeting
Customizable for your business
Designed to match your unique processes and tools.
Tailor-made workflows
Flexible integrations
Scale as you grow
Want to see an AI for your business in action?
Reach out and we'll walk you through a live demo tailored to your business.
Pre-built workflows and simple processes let us launch fast.
✓You Stay in Control
Your data and workflows stay yours.
✓Safe & Secure
Strong security with encryption and role-based access.
✓Platform Know-How
We have experience working with Agent Builder, Zapier, Make, n8n, Workato and many others.
✓Trackable Results
Every agent includes ways to measure success.
✓Industry Knowledge
We adapt agents to your business area.
Industry Expertise
We specialize in professional services — and adapt our approach so it fits the way you do business.
Law Firms
AI handles the administrative load so attorneys can focus on clients and cases, not paperwork.
Use Cases
Client intake: automate intake forms, conflict checks, and engagement letters
Deadline reminders: send automatic case status updates and filing deadline alerts
Document drafting: generate first-draft contracts, motions, and correspondence
Billing: reconcile billable hours and generate invoices automatically
Expected Results:
Less time on admin, faster client onboarding, and fewer missed deadlines.
CPA & Accounting Firms
AI takes on the repetitive bookkeeping and reporting tasks so your team can focus on advising clients.
Use Cases
Bookkeeping automation: categorize transactions and reconcile accounts automatically
Invoice & billing: generate and send invoices with automatic follow-ups
Tax season prep: organize documents and send client checklists automatically
Reporting: deliver automated dashboards and financial summaries to clients
Expected Results:
Faster month-end close, reduced manual errors, and more capacity for high-value client work.
Other Service Businesses
AI improves customer interactions, automates scheduling, and keeps operations running smoothly — whatever your industry.
Use Cases
Healthcare Providers: automate scheduling, documentation, and patient reminders
Consumer Services: reduce no-shows with smart booking and automatic notifications
Startups: automate operations, sales follow-ups, and marketing tasks
Expected Results:
Stronger client relationships, leaner teams, and more consistent service. Let's talk about what's right for your business.
Enterprise
AI supports large organizations with complex data and workflows, connecting
systems and improving reporting.
Use Cases
Unify customer data: build a single customer view across multiple platforms
Advanced reporting: automated dashboards with custom KPIs
Analytics support: deep analysis for strategy and forecasting
Expected Results:
Less manual work, clearer insights, and greater efficiency.
What This Looks Like in Practice
These are hypothetical engagements based on the types of problems we solve and the workflows we deploy. They reflect real processes, real tools, and realistic outcomes — not specific client engagements.
Hypothetical · Law Firm
How a 9-Attorney Litigation Firm Could Recapture 18 Billable Hours Per Week
Manual intake, paper-based document management, and missed follow-ups eating into billable time — and how AI workflows would change that in 6 weeks.
18 hrs
recaptured/week
62%
faster intake
$3,400
saved monthly
See how it works →
Hypothetical · Real Estate Brokerage
How a 34-Agent Brokerage Could Cut Transaction Coordination Time by 71%
Every closed deal triggering a cascade of manual tasks across 6 tools — and how automating that cascade would give agents their Friday afternoons back.
71%
less coord. time
11 hrs
saved per agent/mo
zero
missed follow-ups
See how it works →
Want to know our story?
We started eleoro to make work simpler and faster with trustworthy AI. We are a family
business, and we configure AI Agents that connect to your existing stack, keep you in control, and improve
outcomes
you can measure.
Your automations run on proven, secure platforms; including OpenAI's Agent Builder,
Zapier, Make, n8n, and Workato; trusted by thousands of businesses worldwide.
Data Ownership
You always own your data and workflows. Eleoro doesn't store or resell your information; all data stays
within your connected platforms such as Salesforce, HubSpot, or Shopify.
Encryption
All connections use TLS 1.2+ encryption in transit and AES-256 encryption at rest. For example, Zapier
encrypts authentication tokens and Workato encrypts customer payloads before storage.
Compliance
Platforms like OpenAI's Agent Builder, Zapier, Make, n8n, and Workato maintain SOC 2 Type II, GDPR, and CCPA
compliance. HIPAA-eligible plans are available when required.
Access Control
Role-based permissions ensure that only authorised team members can modify workflows or credentials.
Example: n8n supports per-user roles and Workato provides granular workspace access.
Audits
Each connected platform undergoes regular third-party security assessments and updates. You can view
individual audit reports directly from each provider's Trust or Security portal.
Contact Us
Tell us about your business and we'll get back to you shortly.
FAQ
Answers to common questions about configuring and running AI workflows with Eleoro.
How do I know which workflows I need?+
We start with a short call to map your processes; such as handling leads, managing orders, or
automating follow-ups. Based on that, we recommend a small set of pre-built workflows that match your tools
(like HubSpot, Shopify, or QuickBooks). Each workflow can later be customized as your workflows evolve.
How fast will I see results?+
Most small-business clients launch their first workflows within 4–8 weeks. Pilot results; such as reduced
manual tasks or faster response times; are usually visible within the first 30 days of deployment. Larger
enterprise projects may include extended testing and approval phases.
Do I need any technical skills?+
No technical background is required. eleoro handles setup, integration, and testing on your preferred
platforms. Once live, you'll have access to an intuitive dashboard where you can monitor activity and
request changes with a single click.
Is it secure?+
Yes. Your data stays within the platforms you already use. We build on trusted tools like OpenAI's Agent
Builder, Zapier, Make, n8n, and Workato; each offering enterprise-grade encryption, audit logs, and SOC 2 or
GDPR compliance. Eleoro does not store or retain customer data.
Can I start small and expand later?+
Absolutely. Most clients begin with one or two workflows, such as a Follow-Up or Orders workflow, and add
more as
they see results. Because every workflow runs on modular integrations, scaling to additional workflows or
departments is straightforward and low-risk.
Which tools and platforms do you support?+
We integrate with major business systems including HubSpot, Salesforce, Shopify, QuickBooks, Google
Workspace, and Slack; plus over 5,000 apps supported by Zapier, Make, n8n, and Workato. During setup, we
confirm compatibility and provide documentation for your exact tech stack.
What happens after launch?+
After deployment, you'll receive a 30-day performance review to ensure your workflows meet expected
outcomes.
We also offer optional monthly health checks and updates to keep automations aligned with your evolving
processes.
Can you help with compliance or legal documentation?+
We provide a Data Processing Agreement (DPA) template for review and reference. Formal legal approval should
be completed by your counsel. All connected platforms maintain published compliance certifications and can
provide their respective reports on request.
Still have questions?
Whether you're exploring what AI can do or need help choosing the right workflow,
we're here to guide you. Get clear answers and a personalized setup plan; no pressure, no jargon.
Eleonor holds a bachelor's degree in psychology and has experience in the
healthcare industry. She makes sure every launch goes smoothly. She focuses on process design, quality
checks, training, and clear success metrics, so teams see real results, not just a handoff. She cares
about how each client works and designs changes that respect existing processes. Clients value her calm,
organized style and how she explains tech in plain language.
Co‑Founder and Head of AI Automation
Roberto Lopez
Roberto has led technical marketing and automation work for fast‑growing
startups and global brands. He has built customer data systems, modernized CRMs, automated customer
journeys, and used AI to help teams move faster. Most recently, he has deployed AI Agents and onboarded
enterprise marketing teams to use AI in their day‑to‑day work. Experience includes Coinbase,
Sony/Funimation, Slack, Salesforce, and Netflix.
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Privacy Policy for eleoro
Effective date: October 14, 2025 Last updated: December 29, 2025
1. Introduction
This Privacy Policy explains how eleoro ("we", "us", "our") collects, uses, discloses, and protects
information when you visit our website, use our services, or otherwise interact with us. It applies to all
visitors, users, and customers ("you", "your") of eleoro.com and related services. We respect your privacy and
are committed to protecting information in compliance with applicable privacy laws.
2. Scope and Acceptance
By accessing or using our website or services, you agree to the practices described in this policy. If you do
not agree, please do not use our services or provide information to us.
3. Definitions
Personal Information means any information that identifies or could reasonably identify an
individual, such as a name, email address, contact details, identifiers, or online identifiers.
Services means any products, tools, features, or resources offered by eleoro.
4. Information We Collect
eleoro does not host or independently retain long-term customer data from connected platforms. Information
that may be accessed or temporarily handled during configuration, setup, or support includes API keys, sample
data, and contact info.
5. How We Use Information
Information is used solely to configure automated workflows, provide support, and communicate service
updates. Information is not used for advertising, profiling, or resale.
Hypothetical · Law Firm · Litigation · 9 Attorneys
How a 9-Attorney Litigation Firm Could Recapture 18 Billable Hours Per Week
Southeast US · Deployed in 6 weeks · Tools: n8n, OpenAI, Google Workspace, Clio
Hypothetical engagement. This scenario is based on the types of problems we solve and the workflows we deploy. It reflects real processes, real tools, and realistic outcomes — not a specific client engagement.
18 hrs
billable hours recaptured per week
$3,400
saved in monthly overhead
62%
reduction in client intake time
"I didn't realize how much time we were losing until it came back. In the first month after go-live, I billed 14 additional hours that I would have spent on intake paperwork and follow-up emails."
The Challenge
The firm's intake process hadn't changed in eight years. A prospective client would fill out a PDF form on the website, which landed in a shared Gmail inbox. From there, a paralegal manually copied the information into Clio, drafted a conflict check email, waited for responses from three partners, then typed an engagement letter from a Word template — re-entering the same client details a third time.
The process took an average of 3.5 hours per new client and generated two to four data-entry errors per week. Conflict checks were occasionally skipped when the paralegal was out. Engagement letters sometimes sat unsent for three days because no one had flagged that a partner hadn't responded.
Document management was equally fragile. Pleadings, discovery responses, and client correspondence lived in a folder structure on a shared drive with no consistent naming convention. Associates spent an average of 22 minutes per matter per week just locating the right version of a document. One associate described the situation plainly: "We had notebooks doubling as to-do lists and a shared drive that nobody fully trusted."
The firm had looked at practice management add-ons before but found them expensive, rigid, and requiring more training than the small team could absorb. They wanted something that worked with the tools they already had — not a replacement system.
The Solution
Eleoro began with a two-hour discovery call mapping every step of the intake process from web form to signed engagement letter. The existing tools — Google Workspace, Clio, and a shared Gmail inbox — stayed in place. The automation was built on top of them using n8n and OpenAI.
Workflow 1 — Automated intake and conflict check. When a prospect submits the intake form, an n8n workflow immediately creates a draft matter in Clio, populates all fields from the form data, and sends a structured conflict check request to all three partners simultaneously with a 48-hour response deadline. If no response is received, a reminder fires automatically.
Workflow 2 — Engagement letter drafting. OpenAI generates a first-draft engagement letter populated with the client's matter details, the correct fee structure pulled from a rate card Google Sheet, and the assigned attorney's signature block. The draft lands in the responsible attorney's Google Doc folder for review and one-click send.
Workflow 3 — Document naming and routing. New documents saved to the shared drive are automatically renamed to the firm's agreed convention and moved to the correct Clio matter folder. A weekly digest emails each attorney a list of documents added to their active matters that week.
Results — Measured Over 90 Days Post-Deployment
Intake processing time dropped from 3.5 hours to 47 minutes per new client, measured by comparing Clio matter creation timestamps against engagement letter send timestamps before and after deployment
18 billable hours recaptured per week across the firm, tracked via Clio's time reporting dashboard comparing the three months before and after go-live
Zero conflict checks missed in 90 days, compared to an estimated two to three per quarter previously
Document retrieval time reduced from an average of 22 minutes to under 4 minutes per matter per week, based on associate time logs
Monthly overhead savings of approximately $3,400, calculated against paralegal hours previously spent on manual data entry and attorney time lost to document searches
"The honest answer is we were skeptical. We'd tried software solutions before and spent more time managing the software than it saved us. What was different here is that nothing changed about how we work — the automation just fills in the gaps we always had. Our paralegal told me it was the first week in years she left on time every day."
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Hypothetical · Real Estate Brokerage · 34 Agents
How a 34-Agent Brokerage Could Cut Transaction Coordination Time by 71%
Multi-location brokerage · Deployed in 5 weeks · Tools: Make, OpenAI, Google Workspace, Slack, DocuSign
Hypothetical engagement. This scenario is based on the types of problems we solve and the workflows we deploy. It reflects real processes, real tools, and realistic outcomes — not a specific client engagement.
71%
reduction in transaction coordination time
11 hrs
saved per agent per month
3x
increase in Google reviews
"My agents were spending Friday afternoons doing paperwork. Now they spend Friday afternoons with clients. That's the whole story."
The Challenge
Every closed transaction triggered the same cascade of manual work. The agent would notify the transaction coordinator by text or Slack. The coordinator would then manually update a Google Sheet, create a DocuSign envelope, send a checklist email to the client, log the commission split in a separate spreadsheet, notify the mortgage broker, schedule the closing reminder, and update the CRM — six different tools, none of them talking to each other.
On a good week with three closings, that was manageable. During busy months with eight to twelve closings, it broke down. Checklist emails went out late. Commission splits were logged with errors that took hours to untangle at month-end. Two clients in one quarter never received their post-closing follow-up survey.
The brokerage had one transaction coordinator handling all 34 agents. The coordinator was competent and organized — the process itself was the problem. "It wasn't a people issue," the broker-owner said. "It was a systems issue. We'd outgrown the way we set things up three years ago and just kept adding workarounds."
The Solution
Eleoro spent the first week documenting every manual step in the transaction coordination process — not by asking what should happen, but by watching what actually happened across five real transactions. That observation uncovered three steps that weren't in any written procedure but happened consistently, and two written steps that no one actually followed.
Workflow 1 — Transaction trigger and checklist. When an agent marks a deal as under contract in the CRM, a Make workflow fires automatically: it creates a DocuSign envelope from the appropriate template, generates the client checklist email pre-populated with closing date and agent details, notifies the mortgage broker, and posts a Slack summary to the coordinator's channel — all within 90 seconds of the status change.
Workflow 2 — Commission and closing logistics. At closing, a single form submission triggers commission split calculation and logging, calendar invites for all parties, and a closing day reminder sequence to the client (48 hours out, morning of). The Google Sheet and CRM are updated from the same source — no double entry.
Workflow 3 — Post-closing follow-up sequence. Three days after closing, an OpenAI-drafted personal follow-up email goes out from the agent's address for review and one-click send. Fourteen days after closing, a Google review request goes out automatically. Thirty days after closing, a check-in message is queued for the agent to personalize.
Results — Measured Over 90 Days Post-Deployment
Transaction coordination time per closing dropped from an average of 2.8 hours to 49 minutes, measured by coordinator time logs before and after deployment
11 hours saved per agent per month, calculated across the full 34-agent team based on time previously spent on manual status updates, checklist follow-ups, and commission reconciliation
Zero missed client follow-ups in 90 days — every post-closing sequence completed for every transaction
Month-end commission reconciliation time dropped from 4.5 hours to 35 minutes, with error rate reduced to zero in the post-deployment period
Google review volume increased 3x in the first 60 days as a direct result of the automated review request sequence
"I was nervous about it, honestly. I thought we'd break something that was at least working most of the time. What surprised me is that the setup process itself showed us two things we were doing wrong that had nothing to do with automation. Eleoro caught them during the discovery week. That alone was worth it."