Professional Services

Professional services firms sell expertise—but experts spend 40-50% of their time on non-billable administrative work. Time tracking, invoicing, client intake, document management, and follow-up activities consume hours that could be spent on revenue-generating work.

Capture Every Billable Hour

The average professional loses 20-30% of billable time due to poor time tracking. They forget to start timers, forget what they worked on, or simply don't track small tasks that add up. Our automated time capture integrates with your calendar, email, and document systems to suggest time entries based on your actual work.

Invoice Faster, Get Paid Sooner

The longer you wait to invoice, the longer you wait to get paid. Firms that invoice monthly wait 45-60 days for payment. Our automated invoicing generates bills based on time entries, fixed fees, or milestones—and sends them on a schedule you define. Payment reminders go out automatically, and integrated payment processing lets clients pay online instantly.

Streamline Client Intake

Every new client requires intake forms, conflict checks, engagement letters, and data entry. This administrative bottleneck delays the start of billable work and creates a poor first impression. Our intake automation sends digital forms, runs conflict checks against your database, generates engagement letters with pre-filled client data, and collects e-signatures—all before the first meeting.

Never Miss a Follow-Up

Relationships are the lifeblood of professional services. But when you're juggling dozens of clients, follow-ups fall through the cracks. Our automation sends personalized check-ins, anniversary congratulations, referral requests, and proposal follow-ups on schedules that feel natural—not robotic.

Organize Your Documents

Version control, client-specific folders, compliance requirements, and collaboration needs make document management a nightmare. Our system organizes documents by client and matter, maintains version history, controls access permissions, and ensures compliance with retention policies.

The Bottom Line

Firms using our automation increase billable hours by 20-30%, reduce collection cycles by 50%, and improve client satisfaction scores. Your professionals focus on what they do best—serving clients—while the business runs itself in the background.