Clearer pipeline, delivery and reporting for professional firms.

Consultancies, legal, accounting, engineering and advisory firms sell expertise and time. Growth exposes gaps in how opportunities, delivery and knowledge are managed.

Discuss your firm’s systems

Three professionals in a client meeting around a table with laptops

Common problems

Where operations come under strain

Opportunities are tracked in personal inboxes, so pipeline is hard to see.
Delivery status and hours are tracked separately from billing.
Templates and past work are hard to find.
Partners wait for month-end to see utilisation and revenue.

Use cases

What better could look like

Pipeline tracking

Pipeline and proposal tracking in a configured CRM, with follow-up reminders.

Delivery dashboard

A delivery dashboard combining project status, hours and billing.

Drafting assistant

An internal assistant that drafts from approved templates, with human review before use.

Billing automation

Approved timesheets flow into invoicing, with exceptions flagged for review.

Suggested starting point

Starting offer

Business Systems Diagnostic

For
Leaders whose growth is outpacing manual processes

Purpose
Identify the bottlenecks that cost the most and set a phased plan before investing in new systems.

Indicative outputs
Current-state process map, bottleneck findings, priority automation and platform recommendations, and a phased implementation plan.

What we need
Time with process owners and access to current tools.

Discuss a Systems Diagnostic

Related capabilities