Removing the admin drag from your billable hours.
Your people bill by the hour. But they spend half that time on admin. Time tracking. Document management. Client onboarding. Proposal generation. All manual. We automate the back office so your team can focus on what you actually bill for: delivering value to clients.
The Industry Landscape
of professional staff time spent on non-billable administrative tasks, reducing firm profitability and revenue potential
average time partners spend on proposal generation and document creation that could be templated and automated
typical client onboarding duration for professional services firms using manual intake processes and data entry
of professional services firms cite administrative burden as the top barrier to scaling their practice and taking on more clients
Where Professional Services Feel the Friction
Time Tracking Burden
Manual timesheet management requiring constant chasing and reconciliation, reducing billable utilisation.
Proposal Generation Overhead
Partners spending hours on proposals and contracts that could be generated from templates automatically.
Fragmented Client Information
Client data scattered across email, documents, and multiple systems with no unified view for relationship management.
Manual Invoicing & AR
Billing and accounts receivable requiring manual compilation and follow-up, delaying cash flow.
Knowledge Management Gaps
Firm knowledge trapped in individual documents and inboxes, not searchable or accessible across teams.
Resource Allocation Complexity
Capacity planning and project staffing done in spreadsheets without real-time visibility into availability.
Our Professional Services Capabilities
Time Tracking Automation
Intelligent time capture from calendar, email, and documents eliminating manual timesheet entry.
Document & Proposal Generation
Automated proposal, contract, and report creation from templates with client data pre-populated.
CRM & Practice Integration
Connect client relationships with project delivery and billing for complete visibility and better service.
Client Portals & Self-Service
Secure client access to documents, project updates, and invoices reducing back-and-forth communication.
Knowledge Management Systems
AI-powered search and retrieval across all firm documents, emails, and past work for instant knowledge access.
Project & Resource Management
Integrated project management with time tracking and billing for real-time profitability visibility.
Real Results
Professional Services Client
We’re currently documenting our professional services client success stories. Contact us to learn how we’ve helped firms recover billable hours.