For Professional Firms
Safe, Rule-Based
CRM Automation
Lovissa Consulting is a UK-based consulting firm specialising in compliant client operations and automation. We design systems that reduce admin workload while maintaining regulatory integrity and human oversight.
SPECIALISING IN PROFESSIONAL SECTORS
From Overwhelmed to Optimized
Professional service firms waste hours on repetitive enquiries. Here's how we solve that—safely.
Core Services
Specialized automation consulting for high-compliance professional environments.
CRM Automation
Automate CRM updates and client communication with safe, firm-approved responses. Always includes clear escalation paths to your team.
Email & Chat Workflow Design
We design intent-based workflows that mirror your best staff. You approve every response template before it goes live.
Automation Strategy
Process mapping, risk assessment, and phased rollout planning (Pilot → Scale). We ensure compliance and staff buy-in.
Roadmap to Safe Automation
Frame the Goal
We define CRM automation, focus on email and chatbot—safe and measurable.
Scope Definition
V1 handles VAT dates & invoices. No tax advice. Clear escalation rules.
Shared Logic
Email and chatbot share the same intent logic and rules.
Quality Control
Strict quality rules. If unsure, the system escalates immediately.
Documentation
Full documentation of intents and flows for maintainability.
Measured Impact, Not Marketing Claims
Real operational outcomes from pilot deployments and production usage. Conservative estimates, no exaggeration.
CRM Tasks Automated Safely
Hours Saved per Week
Inbox Volume Reduction
Escalation Rate (Good!)
Weekly Staff Time Recovered
Cumulative hours saved per week as system learns
Time savings plateau as system reaches optimal performance.
Average Client Response Time
From hours to near-instant for common enquiries
Response time measured from lead received to first reply sent.
Automation is intentionally limited. When confidence drops, the system escalates.
Based on pilot deployments and early production usage. Results vary by firm size, enquiry volume, and complexity.
Proven Impact
Real-world operational results from professional service firms.
London Law Firm
City Finance Group
Operations Consult
Healthcare Admin
Real Estate Ops
Compliance Tech
HR Hub UK
Operations Team
Voices of Success
"Lovissa Consulting Ltd automated our most repetitive client enquiries. Our team now focuses on advisory work instead of answering the same VAT questions repeatedly."
Sarah Chen
Managing Partner @ Precision Accounting
"The draft-only mode gave us confidence to start. Now we trust the system to auto-send for simple enquiries, saving hours every week."
James Wilson
Operations Director @ Wilson Tax Services
"Client satisfaction improved immediately. They get instant responses to booking and invoice questions, and we handle complex cases with full context."
Emma Rodriguez
Practice Manager @ Coastal Bookkeeping
Common Questions
Ready to Safe-Guard Your Time?
Join forward-thinking professional service firms automating their client enquiries safely. No "AI hype" — just solid, rule-based efficiency.
- Safe automation only (no advice gave)
- Human-in-the-loop escalation
- Instant deployment