Industry Package
Stop chasing documents and start every engagement organized.
Consultants, accounting offices, insurance offices, and other document-heavy professional practices spend a disproportionate amount of time on intake, document collection, and routine status communication. Frontier packages the intake, inbox, and deadline-tracking automation built for office-based professional services — without ever implying Frontier provides the underlying professional advice itself.
Hear it answer a call →Common Problems
- ×New client onboarding starts with a scramble to collect basic information
- ×The inbox mixes deadline-sensitive client mail with routine correspondence
- ×Required documents are requested once and then chased manually
- ×Appointment scheduling eats up front-desk time
- ×Deadlines are tracked from memory or a shared spreadsheet
- ×Approvals sit in an inbox waiting on the right person to notice them
- ×Clients want status updates and calling in is the only option
Core Systems We Configure
- Frontier Smart Intake — Turn a new customer into a complete file, automatically.
- Frontier Smart Inbox — Your email, sorted before you open it.
- Frontier Schedule Recovery — Every cancellation gets refilled before it costs you the day.
- Frontier Document Processor — Stop typing data off PDFs.
- Frontier Morning Brief — Your whole business, in one message, every morning.
Built For
Industry Add-Ons
Specialized modules that extend the core systems above for this trade. Available modules depend on your Frontier package, software integrations, and business workflow.
Client Intake
Collects structured client information and engagement details before the first meeting.
Smart Inbox Configuration for Professional Offices
Configures Smart Inbox's classification rules around client communication, deadlines, and vendor mail specific to office workflows.
Document Request & Follow-Up
Requests required client documents and follows up automatically until the file is complete.
Deadline Reminders
Tracks engagement or case deadlines and reminds staff ahead of time.
Approval Routing
Routes documents or decisions needing sign-off to the right person and tracks the outcome.
Client Status Updates
Sends routine engagement status updates to clients while keeping staff in control of the messaging.
Example Workflows
- 1A new client signs on — Client Intake collects the required information before the first meeting
- 2A required document is missing — Document Request & Follow-Up chases it automatically instead of a staff member remembering to
- 3A deadline approaches — staff gets a reminder well ahead of the date
- 4An engagement status changes — the client gets a routine update without anyone drafting it by hand
Live Dashboard
- • New client intakes
- • Documents outstanding
- • Deadlines this week
- • Approvals pending
- • Client status updates sent
Powered by Frontier Morning Brief's live dashboard delivery mode.
Connects With
- Google Workspace / Microsoft 365
- Cloud document storage
- Calendars
- E-signature platforms
Available integrations depend on the software your business currently uses and the complexity of the workflow — confirmed during your Automation Assessment, never assumed.
Recommended Frontier Package
Most Professional Office Automation Suite customers start at Growth – Professional, depending on volume and integration complexity — the Automation Assessment confirms the right fit.
Human Review & Escalation
Frontier does not provide legal, accounting, medical, financial, or other regulated professional advice, and does not imply that it does. It organizes intake, documents, deadlines, and routine communication — every professional judgment and client-facing decision remains with your licensed staff.
Frequently Asked Questions
Does Frontier provide any of the professional advice itself?
No. Frontier automates intake, documents, scheduling, and routine communication only — it never provides legal, accounting, medical, financial, or other regulated advice, and all professional judgment stays with your licensed staff.
Can this be configured for our specific document requirements?
Yes — document and intake requirements are configured to match your specific practice during onboarding.
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