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Professional Services Pain Points

Client Intake Takes Forever

Collecting information, scheduling consultations, and qualifying prospects eats into billable hours. First impressions suffer.

Scheduling Nightmares

Back-and-forth emails to find meeting times. Calendars don't sync. Appointments get double-booked or missed.

Document Chase

Clients forget to send required documents. Staff spends hours following up on missing paperwork.

Billing & Follow-Up Gaps

Invoices go out late. Payments get delayed. Time tracking slips through the cracks, leaving money on the table.

How Lumina Helps

AI agents that handle the business side so you can focus on your expertise.

Automated Client Intake

AI agents qualify leads, collect information, and schedule consultations. Prospects become clients faster.

Smart Scheduling

Clients book directly into your calendar. Automatic reminders reduce no-shows. Rescheduling happens without staff involvement.

Document Collection

AI agents request, remind, and track required documents. Clients get a clear checklist, you get complete files.

Billing Automation

Automatic invoicing based on time entries. Payment reminders sent at optimal times. Get paid faster with less effort.

Ready to Reclaim Your Time?

See how Lumina can automate your practice and increase billable hours.