Disconnected project and billing tools
Tracking time, managing projects and invoicing through separate tools results in lost billable hours and difficult monthly reconciliation.
Professional Services
CRM, project management and billing automation for law firms, consultancies and agencies.
Professional-services firms sell time and expertise. Every billable hour that is not tracked, every proposal waiting for approval and every invoice issued late represents direct lost revenue.
More billable hours captured
Faster proposal completion
Reduced administrative workload
Accurate invoice delivery
Common Challenges
The operational challenges we encounter across professional-services businesses.
Recommended Solutions
Platforms and services proven to work for professional-services businesses.
Enterprise CRM & Operations
Customer lifecycle management, assignment tracking, document management and executive reporting within one platform.
Business Automation
Automated time tracking, invoice generation, approval workflows and structured customer communication.
Customer Portal
A customer portal for document sharing, invoice access, project status and secure communication.
What You Achieve
A 360-degree customer view covering communication, documents, billing and project history
Automatic integration between time tracking and the billing system
Structured proposal workflows with digital approval and e-signature
Retainer management with automated renewal reminders
Utilization and profitability reporting by customer and team
A customer portal for document sharing and invoice access
REAL PROJECT
See It in Practice
CYF Congress
A unified digital environment for managing a professional community and events.
CHALLENGE
Managing members, profiles, participation and events required an organized and easily accessible digital experience.
APPROACH
Designing a website and specialized portal that consolidates information, user profiles and event-management functionality.
Centralized information management
Simpler user experience
More effective event management
Do You Operate in Professional Services?
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