IndustriesProfessional Services
Professional Services
Your senior people are doing admin work.
Law firms, consultancies, accounting practices, and engineering firms all have the same problem: the work that generates revenue is being delayed by the work that doesn't.
The Reality
What you're actually dealing with.
01
Every new engagement starts from scratch
Intake is inconsistent. Scope discussions, engagement letters, and kickoff documentation happen differently for every client and every team member. The same questions get asked, the same documents get rebuilt, and the same delays accumulate — every single time.
02
Billable time leaks between tasks
Work gets done that never gets billed. Time gets billed late, after the context has faded. Tracking is manual and retrospective, which means errors in both directions — and write-offs that should never have been necessary.
03
Document production is a senior resource problem
Proposals, contracts, status reports, and deliverables are either rebuilt from memory or from templates that haven't been updated since last year's engagement. The people who should be doing the work are doing the writing instead.
04
Project status exists in principals' heads
Clients chase for updates. Project managers spend half their week on status calls that a properly configured dashboard could replace. Internal knowledge about what's been agreed, what's been delivered, and what's outstanding isn't shared — it's held.
Our Approach
We automate the repetitive. You keep the judgment.
Professional services firms sell expertise. The problem is that expertise is being consumed by administration — intake forms, document drafting, status management, billing reconciliation. None of that work requires judgment. It's just overhead.
We document the actual engagement lifecycle, identify every task that happens more than twice without varying, and automate it. Your team gets back the time to do the work they were hired to do.
Map the engagement lifecycle first
From first inquiry to final invoice, we document every step, every handoff, and every document. Then we identify what's repeatable.
Automate the administration, not the judgment
Your value is in analysis, advice, and relationships. We automate the intake forms, the document generation, the billing triggers — not the work itself.
Connect your CRM to your delivery tools
Client data should flow from intake through to project tracking and invoicing without being re-entered. We build the connections that make that happen.
Build client-facing clarity
Automated status updates and milestone notifications reduce client anxiety and reduce the time your team spends on status management.
What We Build
Specific systems. Real outcomes.
Client intake and onboarding automation
Standardized intake flow from first inquiry to signed engagement letter. Scope documentation, conflict checks, and kickoff materials generated automatically from intake inputs — not rebuilt for each client.
Integrates with your CRM (HubSpot, Salesforce, or custom). Engagement letter templates configurable by service type and jurisdiction.
Document generation from structured data
Proposals, contracts, status reports, and deliverable templates generated from client and project data already in your system. Eliminates the manual document build cycle that consumes senior time.
Output formats configurable (DOCX, PDF). Version tracking built in. Document storage linked to client record automatically.
Time tracking and billing integration
Automatic time capture linked to project milestones, client interactions, and task completion. Billing triggers fire when milestones close. Write-offs flagged before invoices go out.
Works with Harvest, Toggl, or built as a standalone layer. Integrates with QuickBooks, Xero, or practice management billing systems.
Client communication and status workflows
Automated milestone notifications, deliverable acknowledgement requests, and follow-up sequences. Clients know where things stand without calling to ask. Your team stops managing status and starts managing delivery.
Configurable notification cadence per engagement type. Escalation triggers when client hasn't responded within defined windows.
Results
Numbers from the field.
Representative outcomes from active implementation patterns.
3.2h
recovered per client onboarding
From automated intake and document generation replacing manual process
22%
reduction in billing write-offs
From time capture connected to task completion rather than manual logging
60%
fewer status update requests
After implementing automated milestone and progress notifications
Ready to start?
Tell us what's not working.
We'll ask about your operation, not your org chart. No sales pitch — just an honest conversation about where automation actually makes sense for professional services operations.