Industry
Win more work and deliver it profitably with connected digital systems.
Consultancies, accounting, legal and agency firms sell time and expertise. Margin depends on how quickly new work is taken on, how well it is staffed and how fast it is billed.
Three professional services workflows we improve
Client intake
Today
Inquiries, conflict checks and engagement letters run on email, so good leads cool off.
Our approach
One intake form feeds the CRM, triggers the checks and generates the engagement letter for signature.
Delivery tracking
Today
Partners cannot see which matters or projects are over budget until month-end.
Our approach
Time and milestones roll into a per-engagement view with budget-used alerts.
Invoicing
Today
Bills are assembled by hand from timesheets and expenses, and that delays cash.
Our approach
Approved time flows into draft invoices in your accounting tool for review, and client documents go through a portal.
Constraints we plan around
- Client confidentiality and conflict rules
- Partner sign-off on fees and write-offs
- Existing practice-management or accounting software
Security basics
- Role-based access control and least-privilege permissions
- Encryption in transit and at rest
- Audit logging for sensitive actions
- Dependency monitoring and regular security updates
Relevant solutions
Relevant services
Discuss professional services priorities
Bring one workflow that costs you time today. We'll suggest a practical first step.
No obligation. Clear recommendations. Confidential discussion.