Professional Services
Proposals, retainer reporting, time recording, project comms, scope creep. Billable utilisation is what the business runs on. We protect it.
The challenge
Everyone fills the week in from memory. Realisation rate suffers, narrative is patchy, partners spend Saturday morning chasing. Worst use of senior time in any agency.
A meaty SOW pulls a senior off billable work for two to three days. Some of it gets reused, some gets re-typed, some gets forgotten. Pipeline velocity drags.
Slack, email, Asana, the client portal, the WhatsApp group. Status updates take longer than the work. Account managers chase, partners frown.
The scope said five workshops. Six happened. Two weren’t logged anywhere except a calendar. The invoice goes out, the awkward conversation begins.
What we build
Automatic capture from email, calendar, documents, and call logs. Invoice-ready narrative drafted per matter; fee-earner reviews and signs off in minutes.
Brief in, draft proposal out. Trained on your past wins, your standard scope, your pricing. Reviewed by you before it goes out.
Per-client live dashboard pulling from your project tools, time data, and ticketing. Status, hours used, scope-tracker, next milestone. Client sees it; you stop typing weekly emails.
Live tracking of scope against contracted SOW. Variations flagged in real time, with a draft change-request ready to send before the work happens.
Pipeline value, win-probability-weighted demand, and current team capacity projected forward. Hires triggered before utilisation tips.
Productised offerings · Professional Services
Each one is a productised offering with a fixed price, fast deployment, and a dedicated page. Click any card to see scope, integrations, and pricing.
Quick Wins · 5 for Professional Services
See all filtered for Professional Services →Never stare at a blank page again.
On-brand content generated across every channel.
See product24/7 phone support that sounds human.
Inbound and outbound voice that books, qualifies, and escalates.
See productSupport that never sleeps.
Omnichannel chatbot across web, WhatsApp, social.
See productStop chasing dead leads.
Scores, qualifies, enriches, and routes leads automatically.
See productProtect your reputation on autopilot.
Review monitoring + on-brand reply across all platforms.
See productShadow Ops · 9 for Professional Services
Show all 9 HideQuiet, ongoing back-office automation that runs while your team works. Click to browse the full set →
Accounts payable on autopilot.
AI extracts and posts invoices straight into your accounting platform.
See productShared-inbox triage on autopilot.
AI sorts, routes, and drafts replies for shared inboxes.
See productExpense processing on autopilot.
Receipt scan → categorise → policy check → approval routing.
See productMeeting notes on autopilot.
Decisions, action items, owners, deadlines extracted from every meeting.
See productHR admin on autopilot.
Leave, onboarding, HR FAQ, compliance reminders.
See productManagement reports on autopilot.
Data pulled, analysis written, charts generated. In plain English.
See productDocument generation on autopilot.
Proposals, contracts, policies, letters — all from a short brief.
See productRegulatory deadlines on autopilot.
HMRC, Companies House, sector regulators all tracked, reminded, pre-filed.
See productBillable hours captured, not chased.
Automatic time capture from email, calendar, docs. Invoice narrative drafted.
See productSeven questions. Five minutes. A costed roadmap in your inbox. No call required.
Your experience helps other businesses make the right decision.
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