Impleko AI

Handle More Clients WithoutHiring for Busy Season

We automate the client lifecycle for accounting, tax, and consulting firms. AI answers and intakes new clients, automations collect documents and move work forward, CRM keeps follow-up tight, and custom portals and dashboards give clients self-serve and give you visibility, so you scale through peak periods without adding seasonal staff.

See What We Build for Firms
CAPABILITIES

What we build for professional firms

Intake & overflow
01

Intake & overflow

voice and chat agents that answer, qualify, and absorb the busy-season spike.

Automate the work
02

Automate the work

Document collection, workflow routing, and follow-up that run themselves.

Serve & see
03

Serve & see

client portals for self-serve and dashboards for firm-wide visibility.

SOLUTIONS

Engineering Modern for Professional Firm

Client Intake & Answering

Client Intake & Answering Agents

Qualify and book new clients, 24/7.

Professional Services24x7 Booking
Document Collection

Document Collection & Automation

Request, collect, and process client documents.

Professional ServiceDocument Management
CRM & Follow-Up

CRM & Follow-Up Automation

Keep clients and deadlines moving.

Deadline ManagementProfessional Services
Custom Client

Custom Client Portals

Self-serve for documents, status, and messaging.

Self ServiceClient Communication
Firm Dashboards

Firm Dashboards & Analytics

Visibility over clients, work, and capacity.

Capacity PlanningProfessional Services
Knowledge

Knowledge Assistant

RAG over your guidance for fast, sourced internal answers.

RAGAI Knowledge Management

THE NUMBERS BEHIND PROFESSIONAL SERVICES

24/7

Intake & overflow

End to End

Intake to delivery

2–4 wks

To live

100%

Owned by you

How do
We Work

Create a request for an evaluation of your project

Audit

Audit

AI-powered auditing that improves accuracy, detects risks, and streamlines compliance.

Build

Build

AI-powered solutions that automate workflows, boost productivity, and simplify professional services.

Integrate

Integrate

AI-powered solutions to streamline professional services, boost efficiency, and improve client outcomes.

Launch & optimize

Launch & optimize

AI to boost efficiency and growth in professional services.

Enable Cutting Edge In Your Software

CASE STUDY

Freedom Ventures

An AI-powered inbound voice agent built for property management — handling calls, answering property and tenant questions, qualifying prospects, and routing conversations to the right next step, 24/7.

View Case Study
CASE STUDY

AvenueWest

An AI automation system built to streamline corporate housing operations, automate repetitive workflows, and support guests and property teams across the rental journey.

CASE STUDY

Always Green Landscaping

Implemented an AI voice agent and workflow automation for Always Green Landscaping to handle customer calls, streamline lead management, and improve service inquiries and appointment coordination.

Freedom Ventures
AvenueWest
Always Green Landscaping
01/03

QUESTIONS TEAMSASK FIRST (FOR SCHEMA)

Intake, document automation, CRM, portals, and dashboards.

Yes, without seasonal hires.

Yes, request, collect, and process.

Secure handling and access controls throughout.

Intake in two to three weeks broader builds scoped