Automation for Professional Services
Professional services firms sell expertise and time, whether in consulting, accounting, legal, or other knowledge work. Profitability depends on utilisation, billing accuracy, and reducing administrative overhead. Partner time is the scarcest resource, and anything administrative competes with billable work. We build automation solutions tailored to these realities.
Understanding Professional Services
Professional services firms sell expertise and time, whether in consulting, accounting, legal, or other knowledge work. Profitability depends on utilisation, billing accuracy, and reducing administrative overhead. Partner time is the scarcest resource, and anything administrative competes with billable work.
Common Professional Services Challenges
Time capture and billing accuracy
Partners and staff forget to log time or capture it inaccurately. Revenue leaks through unbilled hours and write-offs from poor records.
Document assembly and review
Creating proposals, reports, and deliverables involves substantial manual document work. Senior time goes to formatting rather than thinking.
Client intake and conflict checking
New client onboarding requires conflict checks, engagement letters, and setup across systems. Manual process creates delays and compliance risk.
Knowledge management fragmentation
Expertise and precedents scatter across email, documents, and people's heads. New matters reinvent work that exists somewhere.
How We Help
Automated time capture
Track time from calendar, email, and system activity automatically. Capture billable hours without relying on memory and manual entry.
Document automation
Generate proposals, engagement letters, and standard deliverables from templates. Reduce document assembly from hours to minutes.
Client intake automation
Automate conflict checks, client setup, and engagement creation. Onboard new matters faster while maintaining compliance.
AI-powered knowledge retrieval
Search across firm documents and precedents using natural language. Find relevant work product without knowing where to look.
Common Professional Services Tools We Integrate
We integrate with virtually any platform that has an API. If your tool isn't listed, we can still work with it.
Regulatory Considerations
Professional Services operates under specific regulatory requirements. Our solutions are built with these constraints in mind.
Professional Services Terms We Understand
We speak your industry's language.
Billable hours
Time spent on client work that can be charged
Realisation rate
Percentage of billable time actually collected
Write-off
Time or fees not billed or collected from clients
Conflict check
Screening for potential conflicts of interest before taking new work
Engagement letter
Contract defining scope and terms of professional services
Matter
A specific project or case for a client
Common Questions
Ready to Transform Your Professional Services Operations?
Book a call to discuss your specific professional services challenges. We'll explore solutions tailored to your industry's unique requirements.