Capture the work, bill it fairly
Firms lose margin in quiet ways: unbilled time, duplicated effort across matters, knowledge that leaves with a person, and proposals written from scratch every time. We build the operational layer that fixes those without asking anyone to work differently for the sake of a tool.
Professional Services, operationally.
Professional firms sell knowledge, which makes delivery and billing the same problem seen from two ends. Time captured well is time billed fairly; time captured badly is revenue written off and a client relationship damaged.
Entries are written retrospectively, so billing accuracy depends on memory and good intentions.
Precedent lives in someone’s documents folder and leaves when they do.
Scope and pricing start from a blank document even when an almost identical engagement has been delivered before.
Nobody sees capacity problems until the diary is already full and the work is being declined.
Four shifts that change the working day.
These matter more than the choice of platform underneath them.
Capture at the moment of work
Time recorded as part of the workflow rather than reconstructed at the weekend.
Searchable precedent
Prior engagements and their outcomes findable by topic, client type and outcome.
Proposal reuse
Starting from a comparable engagement instead of a blank page.
Live utilisation
Capacity visible while it can still be rebalanced.
What we build for Professional Services
Scoped and combined per engagement. These are categories rather than packaged products with fixed pricing.
Matter and time management
Matters, tasks, time capture, expenses and billing in one flow.
Knowledge base
Precedents, templates and lessons structured for retrieval rather than storage.
Workflow automation
Intake, conflict checks, engagement letters and review checklists automated.
Client portal
Status, documents, invoices and messages shared with the client.
How the process gets connected end to end.
The standard shape of a sequence. Real engagements add the steps specific to the organisation.
Enquiry received
Captured, classified and routed to the right team.
Conflict check and scoping
Cleared automatically where possible, with a documented scope.
Engagement confirmed
Engagement letter, fee basis and matter opened.
Work performed and captured
Time and progress recorded as the work happens.
Invoice and review
Work explained, invoice issued, learnings written back to the knowledge base.
AI, integration and platform get confused with each other.
They are different decisions with different costs, so we answer them separately.
Where intelligence genuinely helps
Applied to reading, routing, drafting and summarising, with a person accountable for anything consequential.
- Matter intake understanding Classifying an enquiry and drafting the opening summary for a lawyer to confirm.
- Precedent retrieval Finding comparable prior work with the reasoning shown, not a black box.
- First-draft documents Drafting from retrieved precedents, always reviewed by the professional.
- Knowledge capture assistance Structuring notes into searchable entries after each matter.
What has to be connected
The systems the organisation already depends on, and the translations between them.
- Accounting and payroll Invoices, receipts and time-ledger posting.
- Calendar and email Matters inferred from correspondence for review.
- E-signature Engagement letters and client documents executed.
- Document management Files exchanged with clients land in the right matter.
The non-functional ground worth getting right
None of this appears on a requirements document, yet it decides whether the system is still usable and supportable in three years. We raise it early rather than discovering it late.
Confidentiality controls
Matter-level permissions with access logging.
Audit-ready records
Time, scope changes and approvals recorded.
Client-side transparency
Clients see progress without asking.
Reporting
Realisation, utilisation and matter profitability in one view.
What Professional Services teams usually begin with
Scoping starting points rather than a catalogue. Most engagements open with one of these and widen once it is proven.
Engagement intake and triage
Time capture and billing review
Precedent and knowledge retrieval
Document drafting assistance
Client status portal
Utilisation and capacity planning
Tell us where professional services gets stuck.
Describe the constraint rather than the requirement. We will tell you what is technically feasible, what is operationally hard, and what we would do first.