Services

What We Offer

Protomated offers custom business automation solutions tailored to the unique needs of professional services firms, streamlining processes, reducing costs, and improving efficiency through the integration of cutting-edge technologies and industry-specific expertise.

100+ Reviews
4 star rating
4 star rating
4 star rating
4 star rating
4 star rating

HR

We streamline the onboarding process, simplifies leave management through self-service portals, and seamlessly integrates with payroll systems to ensure error-free transactions..

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We offer document review tools, streamline contract drafting with pre-built templates, and automate eDiscovery workflows.

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Accounting

We automate data entry through robotic process automation (RPA), streamlines account reconciliation, and automates invoice generation and payment processing.

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Consulting

We streamline report generation using customizable templates, enhance data analysis with automated dashboards, and improve client communication through project management tools.

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Financial Services

We enhance the capabilities of financial services firms by streamlining tasks such as client onboarding, report generation, and data analysis. This automation enables firms to concentrate on fostering robust client relationships and providing strategic financial counsel.

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Social & PR

We enhance the capabilities of marketing and advertising agencies by automating routine tasks such as social media management and reporting, enabling them to concentrate on creative strategy and client interaction.

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  • Analytic Reporting
  • Application Development
  • Blogging
  • Branding
  • Content Creation
  • Email Marketing
  • Graphic Design
  • Inbound Marketing
  • Marketing Planning
  • Mobile Solutions
  • Persona Development
  • Photography
  • Promotion
  • SEM
  • SEO

Our Customer Stories

Learn how professional service firms around the globe are using Protomated to improve profitability, efficiency and innovation.

“We were struggling with manual onboarding for new hires, delaying their integration and productivity. Protomated’s automated onboarding system saved us significant time and improved the overall employee experience.”
Alan Ginsburg
Smart GH
“The rise of automation solutions is a game-changer for professional service firms. Automating repetitive tasks allows professionals like me to focus on what I do best – providing strategic value to clients.”
Kate Bucher
Learning Online
“Protomated’s data analysis tools have transformed the way we work. Our clients are impressed by the depth of insights we can now provide, and it fosters stronger business partnerships.”
Bill Mingo
CarRepair

Services

Want to see how we can help firms like yours achieve operational excellence and drive growth? Check out our selected works and case studies to see the tangible impact of our custom automation solutions.

Do You Have Questions?

Below you’ll find answers to the most common questions you may have on protomated. If you can’t find the answer you’re looking for, just Contact Us!

Business automation involves leveraging technology to streamline and optimize repetitive processes, tasks, and workflows within your organization. It can save valuable time, reduce operational costs, improve overall efficiency, enhance scalability, and enable your team to focus on core revenue-generating activities and delivering exceptional client services.

Protomated specializes in delivering custom automation solutions tailored to the unique needs of professional services firms like yours. Our team has deep industry knowledge and expertise, allowing us to understand your specific challenges and provide personalized solutions that effectively address your pain points and drive meaningful results.

Protomated can automate a wide range of processes within your firm’s operations, including client onboarding, document management, billing and invoicing, data entry and processing, reporting and analytics, and various task-specific workflows. We work closely with you to identify the areas with the greatest potential for automation and efficiency gains.

At Protomated, data security and compliance are top priorities. We implement robust security measures, such as encryption, access controls, and regular security audits, to safeguard your firm’s sensitive data. Our automation solutions are designed to comply with relevant industry regulations and standards, ensuring peace of mind for your organization.

Yes, Protomated’s automation solutions are designed to seamlessly integrate with your existing systems, such as practice management software, accounting software, CRM platforms, and other essential tools. This integration ensures a smooth transition, minimizes disruptions to your current workflows, and maximizes the value of your existing technology investments.

The implementation timeline can vary depending on the complexity of your requirements and the scope of the automation project. However, our team follows a proven methodology to ensure a smooth and efficient implementation process, minimizing downtime and disruptions to your operations. We work closely with you to understand your unique needs and timeline requirements.

Absolutely. Protomated offers comprehensive training and support services to ensure your team can effectively utilize and maintain the automation solutions we implement. Our dedicated support team is available to assist you with any questions or issues that may arise, ensuring a seamless experience throughout the lifecycle of our partnership.

Yes, Protomated’s automation solutions are designed to be highly scalable, allowing your firm to easily adapt to changing business needs and increased workloads. Our solutions can grow with your organization, ensuring that you can continue to benefit from streamlined processes and improved efficiency as your firm expands its operations and client base.

Protomated employs a data-driven approach to measuring the success of its automation solutions. We track key performance indicators (KPIs) such as time savings, cost reductions, productivity improvements, and overall efficiency gains. Regular reporting and analytics provide transparency and enable us to continually optimize and refine our solutions for maximum impact on your firm’s bottom line.

Ready to Grow Your Business?

Contact Protomated today for a FREE automation trial! Let’s discuss how our automation solutions can unlock the full potential of your firm and propel you towards success.