Industries · Professional Services
Better intake. Cleaner delivery. Faster billing.
For agencies, consultancies, accounting and engineering firms — the coordination work that eats the hours you meant to sell.
The professional services workflow
- Inquiry→
- Intake→
- Qualification→
- Engagement→
- Delivery→
- Billing→
- Retention→
We map your version of this, then find where it stalls.
Common challenges
- Inquiries are qualified inconsistently depending on who takes them
- Scope is agreed in email and remembered differently later
- Project status is a status meeting rather than a fact
- Time and expenses are captured late and billed later
- Unbilled work is discovered at month end
- Finished clients are never followed up for the next engagement
What we typically build first
Intake and qualification
One path in, with the questions that decide fit asked every time.
Scope and engagement
What was agreed is recorded where delivery can see it.
Delivery visibility
Status is a by-product of the work, not a meeting.
Billing discipline
Work becomes an invoice on a defined cycle, including the extras.
A firm where billable time goes to the client, not to coordination.
Start with an Operating Audit: two to three weeks, a written map of the business, and the bottlenecks ranked by what they cost you.