Professional Services AI Automation | Stride AI — Client Admin Automation NZ
Professional Services
NZ Professional Services Firms Now Automating Client Admin End-to-End

Your team is brilliant.
Stop making them file.

Client intake, billing reminders, document chasing, scheduling — your team didn't study for years to do admin. Stride AI builds custom AI agents for NZ accountants, lawyers, consultants and advisers that handle it end-to-end, so your people do the work only they can do.

Book a Free Discovery Call →
Privacy Act 2020
You own everything
Fixed-price. Always.
Live in 2–4 weeks
NZ-based team
Sound familiar?

Your people are qualified.
The admin is unqualified work.

Every professional services firm reaches the same point. The work your team trained for is getting crowded out by intake forms, billing chases, document requests and calendar management. That's not where their value is — and it doesn't have to be their problem.

📝
Client onboarding still done by hand — forms, ID checks, welcome emails
New client intake should be seamless and automatic. Instead someone on your team is manually sending forms, chasing documents and following up ID verification. Client intake automation fixes this completely.
💰
Billing reminders and overdue follow-ups eating partner time
Partners and senior staff shouldn't be chasing invoices. Billing reminder AI handles the full sequence — initial invoice, reminder, escalation — without a human involved at any step.
📁
Documents chased manually because nobody automated the process
Waiting on client documents is one of the biggest time wasters in professional services. Document handling automation sends reminders, tracks receipt, and flags overdue items without anyone lifting a finger.
📅
Scheduling and rescheduling eating reception hours every day
Your reception team is spending hours booking, confirming and rescheduling appointments that an AI scheduling agent could handle automatically — 24 hours a day, without the back-and-forth.

Professional services firms lose 8–14 hours per team member per week to automatable admin.
At senior billing rates, that's $50,000–$120,000 a year in wasted capacity per person.

The Offer

Here's exactly what your
firm gets.

Everything included in your fixed-price AI project — built for professional services workflows. No hidden costs. No ongoing platform fees to us. No lock-in.

01
Professional Services Workflow Audit & Roadmap
We map your actual client intake, billing and document workflows — not a generic template. We find your highest-value professional services automation opportunities and build your roadmap.
Included Free
02
Client Intake Automation — Onboard New Clients Without the Manual Work
A custom AI agent that handles the full client onboarding sequence — intake forms, ID verification prompts, document collection, welcome communications and CRM updates. No human in the loop.
Core Deliverable
03
Billing Reminder AI — Get Paid Without the Awkward Chasers
Automated invoice sequences that send, remind and escalate without partner involvement. Customised tone for your firm — professional, firm, and consistent. Integrated with Xero, MYOB or your practice management system.
Included
04
Document Handling & Scheduling Automation
Automated document request sequences, receipt tracking and overdue alerts. Plus AI scheduling that books, confirms and manages appointments without tying up reception. Your team focuses on the work, not the logistics.
Included
05
Full Systems Integration & Code Handover
We connect your AI agents to your practice management software, email platform and document systems. Everything we build belongs to your firm — code, configuration, infrastructure. No recurring fees to us. Ever.
You Own It
06
30-Day Post-Launch Support
We stay close after your professional services AI goes live. As your team adapts, we tune. No extra charge for 30 days — because we want it working properly, not just deployed.
Bonus
Everything above. One project. One fixed price.
Agreed before we start. Not an estimate.
Starting from
Free Call
Scoped quote within 48 hours · No obligation
Client Results

Real businesses. Real outcomes.

We don't publish case studies that could be anyone's. These are actual clients who said yes to a free call.

★★★★★

"Our sales team used to spend three hours a day on follow-ups. Stride's AI agent handles it automatically now. We're converting more leads and my team actually finishes work on time."

A
Auckland 4WDS
Auckland Dealership
★★★★★

"I had no idea how much time we were losing to admin. The automation Stride built gave us back nearly two full days a week across the team. The ROI was obvious within the first month."

A
Active Fire Safety
Fire Safety Organisation
★★★★★

"The AI-powered solution Stride built transformed how we run operations. Everything is fully automated and our clients love how seamless the process is."

M
Mohammed Hussain
Operations Automation
80%
Repetitive tasks automated
2–4wks
From call to live AI
24/7
Always working, never sick
100%
You own everything
Zero Risk

We don't win
unless you win.

You advise clients to make decisions carefully. We operate the same way. Every project is scoped, priced and committed to in writing before any work begins — and before a dollar changes hands.

We start with a free 30-minute call — no pitch until we understand your firm's workflows. Fixed price, not an estimate. NZ-based team. Privacy Act compliant.

Our Straight-Up Commitments

Before any project starts, you'll know exactly what we're building, what it costs, and when it's done. In writing.

Fixed price agreed before we start — zero scope creep surprises
You own all code, config, and infrastructure from day one
NZ-based team. Privacy Act 2020 compliant. Client data stays yours
If the discovery call doesn't convince you, you walk away with honest advice and nothing owed
The Process

From conversation to live AI.
In weeks, not months.

No endless discovery. No 80-slide decks. A focused process that gets your professional services automation running fast.

01
Free · 30 min
Discovery Call
We listen. You walk us through your client intake, billing and document workflows. No pitch — just an honest conversation about where automation can save your firm the most time.
02
48 hour turnaround
Audit & Fixed Quote
We map your firm's workflows and identify your highest-value automation opportunities. Clear proposal. Fixed price. Defined scope. No surprises.
03
2–4 weeks typically
Build & Integrate
We build your custom AI agents and connect them to your practice management system, email and document platforms. Decades of real-world systems experience.
04
You own everything
Launch & Handover
We deploy live, train your team, and hand over full ownership. Code, config, infrastructure — all yours. With 30 days of support included.

Only 5 new projects taken on each month.

Jaikar and Ketan personally lead every project — so we're selective about what we take on. If you're considering automating your firm's admin, book the call now. The conversation is free. The spot won't wait.

Spots available this month
May
2 spots left · 3 of 5 filled this month
Book Your Free Call

30 minutes.
Zero obligation.

You'll leave the call knowing exactly where AI can save your firm time and money — even if you decide not to work with us.

What happens when you book?

Jaikar or Ketan will personally get in touch — usually within a few hours. No scripts, no junior sales reps.

Jaikar or Ketan personally respond — usually within hours
No sales script. We listen first, ask questions, then advise honestly
If AI isn't the right solution for your firm, we'll tell you that too
Fixed-price quote within 48 hours if we're a fit
AI running in your firm in 2–4 weeks
J
K
Jaikar & Ketan
Co-Founders · Reply within one business day
Prefer to call?
+64 21 026 58846
Tell us about your firm

Fill in the form and we'll get back to you within one business day — usually much sooner.

🔒 Your details are kept private and never shared.

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