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Consulting & B2B services

Proposals, contracts and follow-ups that no longer depend on memory.

For consultants, trainers and B2B service firms: qualified enquiries from the website, proposals and contracts generated from templates, meetings scheduled without a chain of emails and follow-up that runs on its own.

Where the time goes in a consulting firm.

  • Proposals and contracts are written from scratch every time
  • Scheduling a meeting takes several emails
  • Follow-up with prospects depends on memory
  • Enquiries arrive without the details you need to qualify them

What we automate.

  • 01

    Meeting scheduling

    An online calendar linked to your own, with confirmations and reminders.

  • 02

    Automatic proposals and contracts

    Generated from templates and sent for e-signature.

  • 03

    Automatic follow-up

    Message sequences after the first conversation, stopped automatically when the client replies.

  • 04

    Qualification form

    The enquiry form asks the few questions that tell you whether it is a fit, and AI summarises the answer for you.

Proof, not a promise

LexiFlow, our own product, generates contracts and proposals from templates, with e-signature.

lexiflow.eu
Screenshot of LexiFlow (lexiflow.eu)

SaaS · document generation

LexiFlow

Contracts, quotes and certificates generated automatically from DOCX templates.

A SaaS product that turns DOCX templates and CSV files into DOCX, PDF or HTML documents, one at a time or in bulk, with e-signature, an AI assistant for templates and an API.

subscription plans
4
languages
4

SaaS, REST API, webhooks, AI, recurring payments

Open lexiflow.eu

The services behind these automations.

  • AI Document Processing

    Invoices, receipts, contracts and forms read by AI, validated and sent to your accounting, ERP or CRM.

  • AI Agents & Assistants

    An assistant that answers customers from your own knowledge base, takes enquiries and hands over to a person.

  • AI Workflow Automation

    Emails, documents, notifications and reports that move between your tools on their own, with checks and alerts.

How we work

From first call to a system that runs on its own.

You always know what happens next, what it costs and when it is done.

  1. 01

    Audit

    free, 30 minutes

    You show us how the work is done today. We tell you what is worth automating, what is not, and why.

  2. 02

    Prototype

    on your real data

    Before you commit to a build, we run the idea on a sample of your own documents or requests and show you the result.

  3. 03

    Build

    usually 2–6 weeks, fixed quote

    You get the scope, stages, price and timeline in writing. We deliver in stages and you pay per stage delivered.

  4. 04

    Support

    optional, monthly

    We monitor, adjust and stay the same people who built the system.

Frequently asked questions

Do I need an expensive CRM?

Most of the time, no. For small volumes a simple CRM, or even a well-structured spreadsheet connected to automations, is enough.

Will automated follow-up sound robotic?

The messages are written with you, in your voice, and they stop as soon as the prospect replies. From there the conversation is yours.

Book a free automation audit

Tell us which process costs your team the most time.

In a free 30-minute audit we map it with you and tell you what can be automated, roughly what it costs and how long it takes. No obligation.

We reply within one working day.

A few sentences are enough: what the team does by hand today and how often.

We use your details only to reply to you. Privacy policy.

Book a free automation audit