All industries/Professional Services

PROFESSIONAL
SERVICES

Built for consultancies, agencies and specialist advisory firms

Professional services firms sell expertise, but lose margin to admin: timesheets, approvals, document chasing and tools that do not talk to each other. We build the internal and client-facing layer that removes the rework.

TimesheetsClient PortalsApprovalsPSA Integration
The problem

These are the recurring failure points we see in professional services operations — and the reasons a generic tool stops short.

Where it breaks

Timesheets arrive late and approximate

Consultants reconstruct their week on Friday, so utilisation and billing depend on memory rather than a reliable record.

Approvals live in email

Expenses, time off and scope changes move through inboxes, with no status, no owner and no audit trail.

Documents are chased manually

Contracts, deliverables and client inputs sit in shared drives, and someone has to keep asking which version is current.

Client portals are an afterthought

Clients receive updates by email and ask the account team for status that should be self-service.

Outcomes

What changes

01

Less admin drag

Time, approvals and documents move through one workflow instead of email chains.

02

Earlier margin signals

Utilisation and project margin are visible while there is still time to act.

03

A better client experience

Clients self-serve status and documents instead of waiting for an update.

04

Cleaner billing

Approved time and expenses reach finance without re-keying.

Questions

Professional Services software, answered

Usually not. We integrate with the PSA and finance systems you run, and build the workflow layer they do not cover. Replacement is only considered when the core system is the actual constraint.

Yes. Access is scoped per client and role, with the same least-privilege and audit model we apply to internal tools.

That is the design constraint. Time capture has to be faster than the spreadsheet, so we prototype with the people who will use it and measure the friction before rollout.

Through a governed gateway with redaction, access controls and retention rules. Confidential material is not sent to a model unless the policy allows it.

Yes. You own the source code, data and infrastructure, with no per-seat licensing to us.

SEE THE PROTOTYPE WE'D BUILD

Give us 30 minutes. We'll show you the fix.

Tell us where the work slows you down. We'll come back with a prototype of the custom software, internal tools or automation we'd build to remove it — working in weeks, and you own the code.