Professional Services
More billable time, less admin.
Client portals, time capture, proposals and reporting for law, accounting, consulting and agency firms where time is the product.
What Professional Services teams tell usSolved
- “Hours went unbilled every month”
- “Chasing clients for documents by email”
- “Proposals took days to write”
- “Partners could not see who was overloaded”
Built for the standards you answer to
- GDPREU data protection
- SOC 2Security controls
- ISO 27001Info security
- eIDASE-signatures
- CCPACalifornia privacy
- ConfidentialClient privilege
Why it is hard
What makes Professional Services software different
Six things we plan for on every professional services project, before a single screen is designed.
Time is the product
Every unrecorded hour is lost revenue, and every hour on admin is an hour not billed.
What we actually do
- Time suggestions from calendar, email and documents
- Approve a week of time in minutes
- Unbilled work flagged before month-end
Client documents are confidential
Contracts, accounts and personal records need secure sharing, permissions and a record of who saw what.
What we actually do
- Matter-level permissions and encrypted file storage
- Every view and download logged
- Expiring links instead of email attachments
Every firm works differently
Off-the-shelf practice software fits about 80% of the way. The other 20% is where the time leaks.
What we actually do
- We map your actual workflow before building
- Build only the 20% your current software misses
- Integrate with what you keep, rather than replace it
Billable hours that slip away
Time logged at the end of the week is guessed, and unbilled work quietly erodes margin.
What we actually do
- Time captured from calendars and tasks
- Reminders before timesheets close
- Unbilled work flagged before invoicing
Client files scattered everywhere
Documents live in email, shared drives and chat, so finding the latest version wastes hours.
What we actually do
- Secure client portal as the one source of truth
- Version history and e-signatures built in
- Permissions by client and by matter
Proposals rebuilt from scratch
Every pitch starts from an old file with outdated rates and copy.
What we actually do
- Proposal templates with approved pricing
- Reusable case studies and team bios
- Pipeline view from proposal to signed
Time is the product
Every unrecorded hour is lost revenue, and every hour on admin is an hour not billed.
What we actually do
- Time suggestions from calendar, email and documents
- Approve a week of time in minutes
- Unbilled work flagged before month-end
Client documents are confidential
Contracts, accounts and personal records need secure sharing, permissions and a record of who saw what.
What we actually do
- Matter-level permissions and encrypted file storage
- Every view and download logged
- Expiring links instead of email attachments
Every firm works differently
Off-the-shelf practice software fits about 80% of the way. The other 20% is where the time leaks.
What we actually do
- We map your actual workflow before building
- Build only the 20% your current software misses
- Integrate with what you keep, rather than replace it
Billable hours that slip away
Time logged at the end of the week is guessed, and unbilled work quietly erodes margin.
What we actually do
- Time captured from calendars and tasks
- Reminders before timesheets close
- Unbilled work flagged before invoicing
Client files scattered everywhere
Documents live in email, shared drives and chat, so finding the latest version wastes hours.
What we actually do
- Secure client portal as the one source of truth
- Version history and e-signatures built in
- Permissions by client and by matter
Proposals rebuilt from scratch
Every pitch starts from an old file with outdated rates and copy.
What we actually do
- Proposal templates with approved pricing
- Reusable case studies and team bios
- Pipeline view from proposal to signed
Problems we solve
Real problems, and what we built
The kind of day-to-day problems professional services teams bring to us, and how we typically solve them.
Fee earners filled in timesheets on Friday from memory, and short calls and emails were never recorded.
Time suggestions drawn from calendars, emails and documents, which each person approves in a few clicks, flowing straight into billing.
More of the time actually worked gets billed, and timesheets take minutes instead of an hour.
Microsoft 365 / Google APIsAI time suggestionsBilling integration
Staff sent reminder after reminder for missing files, which then arrived as attachments in the wrong inbox.
A secure client portal with a checklist of what is needed, automatic reminders, upload and e-signature.
Clients know exactly what is outstanding, and files land in the right matter folder.
Client portalE-signatureEncrypted storage
Every proposal started from an old document, copied and edited by a senior person.
A proposal builder that drafts from your past work, case studies and rate cards, for a partner to review and send.
First drafts in minutes, consistent pricing, and senior time spent on the final polish only.
AI drafting with your contentTemplatesCRM integration
Utilisation and work in progress were reported monthly from spreadsheets.
A live dashboard of utilisation, work in progress and unbilled time per team and client.
Workload is balanced before people burn out, and write-offs are spotted earlier.
Practice system integrationBI dashboards
Platforms and technology
The tools we build on and connect
Practice management, documents and finance systems, connected so your people spend time on clients.
M3Microsoft 365Outlook, Teams, SharePoint integration
GWGoogle WorkspaceGmail, Calendar and Drive
CClioLegal practice management
KXKarbon / Xero Practice ManagerAccounting practice workflows
HSHubSpot / SalesforceCRM and pipeline
NINetDocuments / iManageDocument management
Technology stack
Frontend
ReactNext.jsTypeScript
AI
OpenAIAzure OpenAIAnthropic Clauderetrieval on your own documents
Cloud
AzureAWSGoogle Cloud
Third-party integrations
Time and billing
ClioHarvestTogglBigTime
Accounting
XeroQuickBooksSageNetSuite
E-signature
DocuSignAdobe Sign
Document storage
SharePointBoxDropboxNetDocuments
Scheduling and calls
CalendlyZoomTeams
Payments
StripeGoCardlessLawPay
Using something not listed? If it has an API, we can connect it
What we do
How we help Professional Services teams
Tell us the problem.
We will tell you honestly what it would take and what it would return.