IndustriesProfessional Services
Professional Services
Delivery automation, engagement workflows, and CRM, billing, and reporting that let firms scale capacity without scaling headcount.
What we do here
Consulting firms, law firms, agencies, and accounting practices grow by adding people. We help partners and operations leaders grow by adding leverage instead - clean CRM, tight engagement workflows, and reporting that shows margin by client, engagement, and practice.
Most projects touch a CRM, an engagement or PSA tool, and a billing system. We tie them together so the same data moves through pipeline, delivery, and revenue without re-keying, and so leadership sees the same numbers finance sees.
We work well inside partner-led firms where change has to survive without a full-time program office. Configurations are documented, and internal ops owns them after handover.
The result is faster proposal cycles, cleaner delivery data, and a margin picture leadership can act on quarterly instead of annually.
Where we focus
The problems that come up the most.
- 01
Pipeline and delivery data living in separate tools
- 02
Proposal and engagement setup measured in days, not minutes
- 03
Utilization and margin reporting that arrives too late to act on
- 04
Manual handoffs between sales, delivery, and finance
- 05
Timesheet and billing workflows that erode realization
- 06
Partner reporting produced by hand every quarter
- 07
New hires ramping slowly because process lives in people's heads
Typical engagements
Shapes of work we take on.
CRM and pipeline cleanup
Reset the data model, stages, and hygiene so pipeline reporting is trustworthy.
Engagement setup automation
Turn proposal-to-kickoff into a templated workflow instead of a manual scramble.
Utilization and margin reporting
Wire time, billing, and delivery data into a live margin view by client and engagement.
Sales to delivery to finance integration
Move the same record through pipeline, delivery, and invoicing with no re-keying.
Systems we work in
Capabilities we bring
- CRM & Salesforce
- Workflow Automation
- Data & Analytics
- Systems Integration
Signals of good work
- Proposal and engagement cycle time cut sharply
- Margin visibility by client, engagement, and practice
- Capacity added without adding operations headcount
- One set of numbers shared across partners, delivery, and finance
Questions we hear
What leaders ask before we start.
- 01
Can this survive a partner-led firm with no central ops team?
Yes. We design workflows and reporting so a small internal ops function can own them after handover, and we document configurations in plain language.
- 02
Do you build custom software?
Only when the off-the-shelf platforms genuinely don't cover a workflow. Most of the value is in configuring, integrating, and automating what firms already own.
- 03
How do you scope a first engagement?
Usually one workflow or one reporting surface. Enough to prove the pattern, small enough to ship in weeks.
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