Your billable hours are your inventory. Every hour spent on admin is inventory you've written off.
Your billable hours are your inventory. Every hour spent on admin, intake, and follow-up is inventory written off. We automate it back.
Losing billable hours to admin? Let's talk →Where the friction lives
The operational drag in professional services is invisible until you add it up. When you do, the numbers are significant.
Your most expensive people spend 20–30% of their time on intake, reporting, scheduling, and follow-up that a system could handle.
Manual invoicing sent late, inconsistently, and without systematic follow-up, unpaid invoices age while someone finds time to chase them.
Status updates that depend on manual input are always behind. Deadlines slip before anyone knows they're at risk.
The level of communication a client receives depends on which team member is running their engagement and how busy they are.
What we automate
Four systems that recover billable hours, speed up collections, and make your firm's delivery consistent, without adding headcount.
- 01 Client Intake & Onboarding
A new client signs the engagement letter. The intake form goes out automatically, their record is created in the CRM, the project folder is set up in Drive, and the kickoff sequence begins, before your team has opened a laptop. First impressions are consistent because the system runs the first mile.
- 02 Billing & Collections
Invoice generated from your time records and sent automatically. Reminders fire at 7 days before the due date, 3 days, and 1 day. Once the client pays, reminders stop. You have a live view of every outstanding invoice, who owes what, for how long, and whether they've been reminded. Cash flow stops depending on someone finding time to chase.
- 03 Deadline & Deliverable Tracking
When a deadline is 48 hours away and nothing has been submitted, the responsible person gets a reminder automatically. When it passes without movement, the project manager is flagged. Nothing slips because someone was too busy to check the tracker.
- 04 Business Reporting
Every Monday, a consolidated view lands in your inbox: utilisation by team member, outstanding invoices, project status, and pipeline health, pulled automatically from your PM tool, time tracker, and accounting software. You start the week knowing exactly where things stand.
Business outcomes
What changes when you stop doing this manually
More billable hours recovered from admin overhead
Invoices paid faster, chased automatically
Project delivery more consistent and transparent
Clients experience the same standard on every engagement
How we work
From first conversation to live system
A focused, five-step process that gets from problem diagnosis to working automation without the overhead of a long consulting engagement.
We map your client lifecycle, from enquiry to final invoice, and quantify where expert time is going to non-billable work.
We design a prioritised sequence of automations targeting the highest-value recovery opportunities first.
We build and connect the automation systems to your project management tools, accounting software, and client communication channels.
Every workflow tested for accuracy, client comms, billing triggers, escalation sequences, and reporting outputs.
When the systems go live, we go live with you. We stay close, measuring impact, refining as your team's patterns emerge, and building on what's working as the firm grows.
Start the conversation
What's your biggest
operational bottleneck right now?
Tell us the problem. We'll tell you whether we can automate it — and exactly what the outcome looks like. No lengthy discovery. No process decks. Just an honest conversation.