TOPIC

Professional Services

YOUR STRATEGIST AND CONSULTANT

More Billable Time. Less Operational Waste. Happier Clients.

BP3 empowers professional services firms to streamline internal operations, improve client delivery, and unlock data-driven decision-making with automation and AI.

Whether you're onboarding new clients, managing complex projects, or juggling compliance and billing, our intelligent automation solutions reduce administrative drag and give your team more time to focus on what matters: delivering value.

From boutique consultancies to global firms, we help service businesses scale efficiently, track performance, and improve client satisfaction without growing overhead.

INTERGRATIONS
Partner With The Best: Software Solutions
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Consulting & Artificial Intelligence(AI)

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Intelligent Document Processing (IDP)

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Intelligent Process Automation (IPA)

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Enterprise User Experience (UX)

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Low Code Development & Application Modernization

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Robotic Process Automation (RPA)

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Strategic Roadmapping in Legal Tech

A 'Now, Next, Later' roadmap strategy enhances product delivery and stakeholder alignment for a legal solutions firm. For more on LegalTech, contact BP3

BP3 Global Inc.

Conversational AI: A Comprehensive Dive

Unlock the potential of conversational AI with our expert guide to stay ahead in your field, streamline processes, and elevate user experiences.

BP3 Global Inc.

5 Best Practices in RPA Implementation

Discover the best practices for successful RPA implementation and unlock a significant competitive advantage through long-term business transformation.

BP3 Global Inc.

The Ins and Outs of Process Mining

Process mining allows your business to look for ways to innovate using data on your current systems. Learn how it works here. Contact BP3 for help.

BP3 Global Inc.

Why You Need an RPA Bot Delivery Template

If you have a Robotic Process Automation project delivery coming up, you need a bot delivery template. Why? We have the answers! Contact BP3 for help.

BP3 Global Inc.

Tuesdays with Tom - Data Extractors

For Data Extractors for Intelligent Document Processing, you need several. With BP3 Sherpa, & AWS-Powered IDP pipelines, we've created three basic types

Tom Wilger

Tuesdays with Tom - About Sherpa

Sherpa is BP3’s Intelligent Document Processing (IDP) solution. Sherpa combines process, AI, machine learning & natural language processing.

Tom Wilger

Three Market Trends with Automation

Discover three market trends in automation that are revolutionizing the industry. Dive into the future of automation in this insightful blog post.

BP3 Global Inc.

Innovation vs. Transformation

David cuts to the chase on the practices that make sense for transformation vs. innovation. Contact BP3 for more information and how we can help.

Scott Francis

Video: What to Automate

In this 2018 video, Julie gives us a sense of good use cases for automation BP3 Global, Inc. Contact BP3 for more information on how we can hep you

Scott Francis

When do you use RPA bots?

The article gives some pointers about when to use Robotic Process Automation (RPA) bots, whether mechanical or cognitive. Contact BP3 to find out how.

Scott Francis

AI is Not a Thing - It is Many Things

Unlocking the true potential of AI requires understanding its multifaceted nature. Discover the diverse skills and applications that make up AI with BP3

BP3 Global Inc.

Neil Ward-Dutton on AI and Ethics

What good is artificial intelligence if there isn't an ethical framework? Contact BP3 for help with transforming your business with AI Automation

Scott Francis

What's Intelligent Automation

Encapsulate AI or Machine Learning in its own layer or component, & you encapsulate the process or automation into its own layer (or component). BP3 Global

BP3 Global Inc.

Getting Started: RPA Discovery

Article on getting started with Robotic Process Automation (RPA). Contact BP3 for help with transforming your business with Robotic Process Automation

Scott Francis

Attended vs. Unattended

Article on how Attended vs. Unattended is much like the difference between Remote Desktop Automation (RDA) and Robotic Process Automation (RPA).

Scott Francis

From the Video Vault: RPA Use Cases

In December 2018, we had our CEO, Scott Francis, sit down and talk with Krista White about RPA business use cases. BP3 Global, Inc.

Scott Francis

Video: A Process Automation Story

Discover the power of process transformation in delivering exceptional customer experiences. Contact BP3 for help with transforming your customer services

Scott Francis

Combination Plays: Automation + AI or ML

Neil Ward-Dutton of IDC talks about three of the ways AI might augment automation: Conversation, Document Understanding, and Predictions. Watch the video.

Scott Francis

Is CMMN the prolog of BPM?

This article explores the question of whether the Capability Maturity Model (CMM) is the precursor to Business Process Management. The signs point to yes.

Scott Francis

There's a Faster Way To Do That - With Design

So McKinsey did a study published in October 2018 on the subject of the value of design. They defined the McKinsey Design Index to track the performance of the top quartile MDI performers. BP3 Global, Inc.

Scott Francis

There's a Faster Way to do that

BP3 Global VideO: Working at BP3 & the company culture BP3 Global, Inc. Contact BP3 Global to find out how you can transform your processes with AI & RPA

Scott Francis

What Our Customers Are Saying

  • "At EY things move slowly and are costly because of the many silos we have to deal with internally, but I appreciate what BP3 does because it helps us tremendously!"

    BUSINESS PRODUCT MANAGER, EY

  • "I have been working with BP3 for almost two years now and it has been and continues to be a partnership for developing IT solutions that actually work for the business. The team is so engaged and energized. I really feel BP3 provides developers that are easy to work with, dedicated to providing a quality product, can communicate and translate needs of the business into a workable IT framework plus they understand the core of BPM technology to discuss what it can and can’t do. They have been able to walk that line to deliver what is needed, not necessarily what was requested and I feel we have a better tool because of their contributions."

    ELI LILLY AND COMPANY

  • "My team really loves the new system and they are excited for the enhancements coming in the next release. I think you all are doing an amazing job and I appreciate all the support you have provided."

    NAVY FEDERAL CREDIT UNION

  • "What's going on here?  Things are going TOO WELL!"

    ELI LILLY AND COMPANY

  • "I really didn't expect to see this much this soon, I just thought it would be so far off in the future, so I'm pretty blown away."

    NAVY FEDERAL CREDIT UNION USER

  • “I rarely give out complements. This has exceeded all our expectations. Really great work.”

    CIO, SILICON LABS

  • "TTI now has 10 bots in production that have already saved the company about $600,000, eliminated many mundane processes, and eliminated the need to hire about 18 employees."

  • "Your attention to detail, solutions-oriented thinking, and patience in educating our team did not go unnoticed. We were impressed. We look forward to a potential opportunity to work together in the future."

  • “What’s great about BP3 is that we give you a string, and you figure out how to make a rope. <other vendors> need us to give them the rope and make a knot for them, then they complain that they don’t get enough of our time…”

  • "Our business partners in Lending did not have a high level of confidence resulting from the first BPA PFM application.  However, this time around, the difference is night and day, and there have been kudos sent over to us by management in Lending regarding the communication, leadership and attention to detail this BPA team provides."

  • "We definitely recognize and appreciate the amazing support from the team and am glad to have quality partners aiding us in this journey.”

  • "We had a few odds stacked against us and other challenges till the end. But we were able to overcome all this with some sheer grit and quick planning. I always appreciated the high level of confidence coming from Jay and Rahul throughout and that mindset is a very big plus in today's environment. I think you guys pulled a rabbit out of the hat. Interfacing with the Business stakeholders and winning their confidence was a very bug plus."

  • “You guys have really opened some eyes here and I’m hopeful that will be the catalyst we need to get everyone pointed in the right direction.”

Frequently Asked Questions

Professional Services

How does BP3 create an automation strategy for professional services firms?
We start by mapping key workflows across client intake, billing, project management, and internal ops. Then we align automation and AI solutions to drive efficiency, improve visibility, and increase billable time.
What’s the biggest automation opportunity in professional services?
Reducing manual tasks like timesheet entry, contract processing, document classification, and status reporting, freeing professionals to focus on client work.
How does AI improve client delivery in service industries?

AI surfaces relevant documents, predicts project delays, personalizes client insights, and flags risks, enhancing delivery quality and proactivity.

What’s the advantage of combining RPA and IPA in professional services?

RPA handles repeatable tasks (e.g. invoice creation), while IPA manages workflows like engagement onboarding, approval routing, or task assignments.

Can BP3 help reduce administrative overhead for growing firms?

Yes. We identify repeatable workflows and automate them to scale operations without linear headcount increases.

How do low-code platforms fit into service businesses?
They empower operations, HR, and client service teams to build apps and dashboards without long dev cycles, perfect for rapidly evolving needs.
Can BP3 support service firms that operate across regions or industries?
Absolutely. We create standardized yet configurable frameworks to accommodate regional compliance, billing formats, or industry-specific workflows.
How do you ensure automation doesn’t compromise client confidentiality?
We build secure workflows with access controls, encryption, audit trails, and compliance alignment (e.g. SOC 2, ISO 27001, GDPR).
What ROI can service businesses expect from automation?
Faster onboarding, higher utilization rates, fewer write-offs, and more time spent on client work, often with returns realized within 3–6 months.
What platforms does BP3 use for professional services automation?
We work with Microsoft Power Platform, ServiceNow, Appian, UiPath, OutSystems, and tools like DocuSign, Salesforce, HubSpot, and SharePoint.
Can BP3 automate workflows in legal, consulting, or HR software?
Yes. We integrate with Clio, Salesforce, NetSuite, BambooHR, Workday, and similar tools, plus custom internal platforms.
How does IDP support document-heavy industries like legal or accounting?
IDP extracts data from contracts, invoices, discovery documents, and reports, classifying and indexing them automatically for faster access and processing.
Can BP3 create branded client portals or dashboards?
Yes. We design secure, branded low-code portals for client updates, document sharing, billing access, and communication, all in one place.
What’s the role of RPA in back-office professional services?
RPA automates repeatable workflows like data entry, calendar management, invoice generation, timesheet validation, and CRM updates.
Does BP3 offer tools that support hybrid or remote service teams?
Yes. Our solutions are cloud-based and mobile-ready, enabling distributed teams to manage workflows, access data, and collaborate securely.
Can low-code tools handle complex approval and billing flows?
Absolutely. We configure role-based workflows, dynamic forms, and multi-level approval logic, customized to fit your engagement model.
How do you support version control and audit tracking for compliance?

We build automated document versioning, change logs, and approval trails, critical for audits, legal reviews, and regulated industries.

Is BP3 compliant with data privacy laws across jurisdictions?

Yes. Our solutions support GDPR, HIPAA (for health-related firms), and CCPA standards. We also tailor data retention and access policies to your needs.

How do BP3 systems integrate with e-signature tools?
We embed DocuSign, Adobe Sign, and other e-signature platforms into your workflow, so agreements trigger the next steps automatically.
What are the most common workflows BP3 automates for service firms?
Client onboarding, NDAs, engagement letters, billing, timesheets, contract management, approval routing, and internal ticketing.
How can AI enhance research and proposal generation?
AI tools help search across case histories, proposals, or deliverables, suggesting relevant content and surfacing insights faster.
Can BP3 automate employee onboarding and HR processes?

Yes. We digitize new hire packets, training flows, benefit elections, and equipment provisioning with RPA and low-code tools.

How does automation help with project management in service firms?
We centralize task assignments, status tracking, and deliverable workflows, keeping teams aligned and clients informed in real time.
Can BP3 help firms improve billing accuracy?
Yes. We automate time capture, expense validation, invoice creation, and payment reconciliation, minimizing leakage and delays.
How does IDP support RFP and contract management?
It scans, extracts, and categorizes key clauses or deadlines, feeding structured data into your CRM or legal management system.
Can BP3 streamline client intake for legal or financial firms?
Absolutely. We automate eligibility checks, KYC compliance, and engagement documentation, improving speed and consistency.
What about marketing and sales automation?
We build workflows that connect lead forms, proposals, content delivery, and CRM follow-ups, ensuring no touchpoint is lost.
Does BP3 support helpdesk automation for internal teams?
Yes. We automate IT tickets, office service requests, equipment tracking, and knowledge base workflows using IPA and RPA.
Can BP3 help with performance and utilization tracking?
Yes. We build dashboards that track billable hours, project margin, client satisfaction, and resource utilization in real time.
How does automation improve client satisfaction in service firms?
Faster onboarding, better communication, fewer errors, and transparency in progress or billing, all contribute to better client experiences.
Can automation help increase billable utilization?
Yes. By automating low-value admin work, professionals spend more time on revenue-generating activities, directly increasing utilization rates.
What operational costs can be reduced through automation?
Costs tied to manual document handling, rework, delayed billing, and inefficient communication drop significantly with well-designed systems.
How do you measure the success of automation in services?
We define KPIs like cycle time, NPS, error rates, write-offs, and hours saved, tracked through built-in reporting tools and dashboards.
Can automation reduce burnout in high-pressure environments?
Yes. Removing repetitive, tedious work improves job satisfaction and frees professionals to focus on meaningful tasks.
How does BP3 help reduce revenue leakage?
By automating time tracking, expense logging, and client approvals, ensuring work is captured and invoiced without gaps.
Does better UX translate into better team performance?
Yes. Clean design reduces confusion, training time, and friction, especially when switching between client and internal systems.
Can BP3 improve collaboration across departments or offices?
Yes. We create unified systems with shared data access, real-time updates, and automated notifications to keep teams connected.
How do I begin automating processes in my firm?
We start with a discovery call to map workflows, identify inefficiencies, and propose high-ROI automation starting points.
Do I need internal developers to work with BP3’s solutions?
Not necessarily. Our low-code environments are designed for operations, client service, and admin teams, no deep technical skills required.
How fast can we launch our first solution?
Pilot projects often go live in 4–8 weeks. Our agile approach ensures value is delivered quickly and iteratively.
Can we test automation with one team before scaling?
Yes. We encourage starting small, proving impact, and then rolling out across teams, service lines, or geographies.
How do you train users and ensure adoption?
We offer role-based training, documentation, and post-launch support, including optimization sessions as usage ramps up.
What if we already use tools like Salesforce or HubSpot?
We integrate with existing tools, adding automation, custom dashboards, and data connections without disrupting your ecosystem.
Is automation cost-effective for boutique firms?
Yes. We offer scalable solutions that work for firms of all sizes, using modular pricing and implementation based on your goals.
How do we maintain control and governance over automated processes?
Our systems include audit trails, admin dashboards, and workflow approvals, giving your leadership visibility and control.
What’s the first step to working with BP3?
Book a strategy session. We’ll assess your current systems, goals, and challenges, then define a clear path to smarter service delivery

Start Your Journey with BP3

Engage with BP3 today and embark on a journey to unlock the potential of your business processes. Through intelligent Automation and strategic consulting, we'll help you navigate the path to a smarter, more efficient enterprise.