Business Automation
Automated proposals, engagement letters, WIP-to-invoice workflows and month-end reporting.
About Business AutomationProfessional Services Solutions
Your product is time. Stop leaking it.
Law firms, accountancies, consultancies and agencies sell expertise by the hour - yet many run on tools that leak exactly that. Unbilled time, proposal bottlenecks, project admin and month-end scrambles all consume hours no client pays for. We build systems for professional firms that protect billable time and make profitability visible while engagements are still live.
Industry Challenges
The problems we see across professional services
If several of these sound familiar, the cost is almost certainly larger than it feels day to day - these frictions compound.
Unbilled and untracked time
Time reconstructed from memory at week's end quietly under-bills every engagement.
Proposal and engagement bottlenecks
Proposals, engagement letters and conflict checks assembled manually delay starts and revenue.
Project profitability discovered too late
Without live time-against-budget data, scope creep is invoiced as a write-off.
Knowledge trapped in inboxes
Client history and documents scattered across personal mailboxes make handovers and coverage painful.
Manual month-end
WIP reviews, invoicing and reporting done by hand consume the firm's most expensive people.
Recommended Solutions
How we solve them for professional services businesses
The combination matters more than any single tool - these services are designed to work as one connected system.
CRM
Client and matter management with full history - relationships owned by the firm, not the inbox.
About CRMCustom Software
Client portals for documents, approvals and status - service quality that differentiates the firm.
About Custom SoftwareERP
Practice management with time, billing, projects and finance connected - profitability visible per matter, live.
About ERPRelevant Technologies
Technology we deploy in professional services
- Practice Management Platforms
- Custom CRM Portal
- Document Automation
- Client Portals
- Power BI
- Single Sign-On
Benefits
What these systems change, in numbers
Representative outcomes from engagements in this sector - your proposal will define the specific measures for your business.
- 0%
- Typical billable-hour recovery from systematic time capture
- 0%
- Faster proposal-to-engagement turnaround
- 0%
- Matter profitability visible while work is in progress
- 0d
- Month-end close reduced from weeks to days
Let's talk about your professional services operation.
A 30-minute conversation with a consultant who knows the sector. We'll discuss how your operation runs today and where the highest-return improvements are.