Industries · Professional Services
Consultancies, recruitment, travel and B2B services — fewer manual steps from inquiry to invoice.
Consultancies, recruitment agencies, travel and visa firms and B2B service providers repeat the same intake, documentation and follow-up steps for every client. We turn those steps into consistent, documented systems.
Challenges
What slows professional services teams down
- Repetitive intake questions and document collection
- Inconsistent proposals and client communication
- Case status tracked in spreadsheets
- Manual reporting to clients and management
Use cases
What we can build
Client intake automation
Structured forms, document checklists and automatic reminders for missing items.
Case & pipeline tracker
Every client and case visible with its status, owner and next step.
Client update drafts
AI-drafted status updates for your team to review and send.
Related solutions
Where to start
AI Automation for Businesses
Map your repetitive work, then automate the highest-value steps with human review built in.
Learn moreLead & Sales Automation
Capture every inquiry, reply faster, and follow up consistently — without losing the human touch.
Learn moreCustom Product Development
Selected internal tools, AI-enabled web apps and MVPs — built with a blueprint, not guesswork.
Learn moreStart with one workflow. Measure the result.
Join the YukiOshi Flow waitlist, book a demo, or tell us about the workflow you want to fix. We aim to reply within two business days.