INDUSTRIES · PROFESSIONAL SERVICES

You sell expertise.
Admin steals it.

Client work creates margin only when time, scope, status, and billing stay connected. We build apps, automations, and agents that keep engagements moving without turning consultants into project administrators.

Start a project → Get a free Ops Readiness Audit
01 · THE PROBLEMS WE HEAR
MANAGING PARTNER · ADVISORY
"We know the work happened, but billing depends on everyone remembering by Friday."
Time capture · revenue leakage
OPERATIONS LEAD · CONSULTING
"Project status is buried in email and consultant notebooks."
Delivery visibility · scattered updates
CLIENT LEAD · SERVICES FIRM
"The client asks for a status update and I spend an hour assembling it."
Manual reporting · low leverage
FINANCE LEAD · PROFESSIONAL SERVICES
"Margin surprises show up after the month is closed."
Utilisation · late margin signal
02 · WHAT WE SHIP FOR SERVICES FIRMS
APPS
ENGAGEMENTS

Engagement command centre

A live view of client work: scope, milestones, owners, risks, time, budget, and next actions. Built for delivery leaders and client leads.

  • + Engagement health and blocker view
  • + Scope, milestone, and budget tracking
  • + Client-ready status summaries
  • + Owner and next-action queue
Integrates with · Asana · Monday.com · HubSpot · Salesforce · NetSuite
AUTOMATIONS
TIME / BILLING

Time narrative and billing capture

Turns calendar, task, ticket, and document activity into clean time narratives and billing prompts for human review.

  • + Suggested time entries from work signals
  • + Billing narrative drafts by client and matter
  • + Missing-time prompts before week close
  • + Invoice package checks against scope
Integrates with · Harvest · Toggl · Clockify · QuickBooks · Xero
AGENTS
CLIENT STATUS

Client status report agent

Drafts weekly or monthly updates from the systems where work actually happens, then routes them for lead review.

  • + Progress, blockers, and decisions summarised
  • + Client-specific tone and format
  • + Open questions and owner list
  • + Review workflow before anything sends
Integrates with · Google Workspace · Microsoft 365 · Slack · Teams · Notion
AGENTS
MARGIN

Margin and utilisation watch agent

Watches scope, time, staffing, and milestone risk so delivery leaders see margin pressure while there is still time to act.

  • + Budget burn and utilisation signals
  • + Scope drift and unpaid work flags
  • + At-risk engagement alerts
  • + Weekly partner summary with recommended actions
Integrates with · NetSuite · QuickBooks · Salesforce · Kantata · Power BI
03 · ONE WE SHIP FIRST
Reference · Boutique advisory firm
From scattered project truth to a weekly status pack and billing checkpoint.

Professional services teams usually have the data already. It is just scattered across calendars, tasks, documents, CRM notes, and inbox threads.

The first build connects those signals into a reviewed weekly pack: client status, open decisions, missing time, budget pressure, and the billing narrative needed to keep revenue clean.

Scope the engagement loop →
20 min
STATUS PACK TARGET
Drafted for lead review.
Fri
TIME CHECKPOINT
Missing time before close.
Daily
MARGIN SIGNAL
Not after month-end.
1
CLIENT VIEW
Scope, status, and budget.
04 · SYSTEMS WE SPEAK
TIME & BILLING
HarvestTogglClockifyQuickBooksXeroNetSuite
CRM & ENGAGEMENTS
HubSpotSalesforceKantataAsanaMonday.com
DOCS & KNOWLEDGE
Google WorkspaceMicrosoft 365NotionSharePointDropbox
COMMS & REPORTING
SlackTeamsPower BILooker StudioTableau
GET IN TOUCH

If billable work is trapped in admin,
let's talk.

We will scope the engagement workflow that would reclaim the most partner, consultant, or finance time.

Start a project → Get a free Ops Readiness Audit