Operations and billing automation for professional services firms
Stop billing for 6 hours when you worked 8.
We don't specialize by industry. This page shows what the problem we fix looks like in professional services.
An Example Scenario
A consulting firm is losing billable hours because time tracking is manual and inconsistent. Consultants forget to log time, invoices go out late because nobody trusts the data, and every Monday someone rebuilds revenue, pipeline and capacity by hand from four different tools.
An illustration of the kind of problem we fix, not a specific client.
The Pain Points
- Billable hours lost because time is logged from memory
- Project status buried in email threads and chat
- Reports rebuilt by hand from four tools every Monday
- Invoices late because nobody trusts the data
- Scope creep nobody bills for
What We'd Aim For
- Draft timesheets built from calendars and project tools
- One live dashboard for revenue, pipeline, capacity and project status, so the Monday rebuild stops
- Invoices drafted from tracked time and milestones
- Intake that opens the project record without retyping
- Out-of-scope requests flagged before the work starts
Example Automations
Want a number before you call? Price any of these with the Manual Tax Calculator. To decide what to fix first, read the F × T × E framework or score yours in two minutes.
Questions we get from professional services operators
Why are we billing 6 hours when we worked 8?
Because the two hours were real work that never made it into a timesheet: a call, a revision, a question answered on the way to something else. Reconstructing a week from memory on Friday systematically under-counts. Capture at the moment work happens, tied to the project rather than to memory, and the gap closes without anyone working more.
Can time capture be automated without surveilling the team?
Yes, and the distinction matters. Deriving entries from work that already leaves a trace (a calendar event, a document touched, a ticket moved) is different from monitoring keystrokes. The first gives people a draft timesheet to correct in two minutes. The second damages trust and produces worse data, because people work around it.
How do we standardize project handoffs?
Write down what a complete handoff contains, then make the system refuse to advance without it. Most handoff pain comes from "handed off" never being defined, so everyone works to their own definition. Define it once and build it into the system.
Our client intake is a mess. Where does that start?
Start with intake, because most downstream errors trace back to it. Build one structured front door that captures what you need, routes to the right person and opens the project record without re-keying. Many of the problems you were about to automate stop at the source.
What does working with you look like?
We start by mapping how a client moves from intake to final invoice, then fix the biggest leak first. Most clients continue with us as an ongoing monthly partnership.
The same problem in other businesses
Sound Familiar?
Let's talk about what's not working in your professional services operations, and what we can do about it.
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