Turn every sales conversation into instant, personalized follow-ups and CRM updates. Your prospects get responses before they leave the call—your team closes deals 3x faster.
Watch TaskPA.ai complete an entire post-call workflow faster than you can say "great meeting."
Sarah just wrapped up a 30-minute product demo with Acme Corp's buying committee. The call recording is automatically processed.
Every mention of budget, timeline, competitors, and objections is catalogued. Decision maker preferences are mapped.
Individual emails crafted for the CFO (ROI focus), CTO (technical specs), and CEO (strategic value).
Follow-up emails sent, LinkedIn connection requests queued, calendar invites for next meeting prepared.
Enterprise-grade automation that understands the complexity of professional workflows.
Pre-built pipelines for real-estate closings, litigation milestones, and wealth-management onboarding.
Immutable logs for regulators and clients with complete transparency and accountability.
Connects SmartPA events to internal systems like document management, billing, and DocuSign.
Forecasts bottlenecks, suggests workload balancing, and optimizes team capacity.
Seamless handoffs between team members with context preservation and task delegation.
Automatically processes contracts, proposals, and legal documents with AI-powered insights.
See how TaskPA.ai transforms your revenue with our proven 47% close rate improvement.
Choose the plan that scales with your professional services firm.
Perfect for small firms getting started with AI automation
Advanced automation for growing professional services firms
Full-scale automation for large professional services organizations