Professional Services.
Enquiry, project, billing and accounts on one record, so every engagement is tracked from the first call to the final collection.
- Practice Management System
- CRM & Project Tracking
- Billing & Collections System
- Client Portal
Operational Challenges We Resolve.
Four of the problems that cost service firms billable revenue, and the solution we deploy for each.
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ChallengeEnquiries That Go Unanswered
Leads sit in individual inboxes with no owner and no follow-up date.
Our solutionOne Pipeline for Every EnquiryEach enquiry is logged, assigned and tracked until it is won or closed.
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ChallengeProject Status Held by Individuals
Progress is known only to the person handling the engagement.
Our solutionA Shared Project RecordTasks, deadlines, documents and status are visible to the whole team.
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ChallengeWork Delivered but Not Billed
Billing depends on someone remembering to request an invoice.
Our solutionBilling Triggered by MilestonesThe invoice is raised when the milestone is marked complete.
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ChallengeCollections Followed Up Manually
Receivables are tracked in a spreadsheet and chased by email.
Our solutionAutomated Statements and RemindersClients receive statements and reminders, and can view their account online.
And More. Timesheets, retainers, contract renewals, document approvals and client onboarding are handled the same way. Tell us the problem specific to your firm.
Discuss Your RequirementsA Practice Management System at Work.
What management and staff see day to day. Your screens are designed around your own process.
- New enquiry5 · assigned
- Proposal sent6 · follow-up due
- Won this month3
- FieldworkCompleted
- Draft reportIn review
- BillingMilestone 2 invoiced
- Current6 invoices
- Reminder sent2 invoices
- Over 60 days1 invoice
Win More Clients. Bill Every Hour. Collect Faster.
Practice management systems that give partners a live view of pipeline, utilisation and receivables, and give the delivery team one place to work from.
Full Pipeline. Predictable Cash Flow.
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Sales Pipeline VisibilityOpen enquiries, proposals and their value.
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Team UtilisationWho is assigned to what, and what is overdue.
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Billing and Receivables Control
Billed, collected and outstanding per client.
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Profitability per EngagementRevenue against the time and cost recorded.
One Workspace. Less Admin.
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One Task and Deadline ListEvery assignment and due date in a single view.
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Documents With the EngagementFiles are stored against the project, not in email.
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Automated Billing RequestsInvoices and reminders are generated by the system.
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Contracts Signed and TrackedAgreements, renewals and approvals on record.
Solutions for Professional Services.
Deployed individually or together, and integrated with the systems you already run.
ERP & Business Management System
One operational record from enquiry to accounts.
Billing & Invoicing System
Invoices raised from the transaction, with payments reconciled.
Customer Portal
Customers view orders, documents and balances without calling.
Reporting & Audit Trails
Live operational reports with a full change history.
One Team. From Assessment to Support.
How we deliver, and what you can hold us to.
- FitBuilt Around Your Process.We document how your operation runs before we propose a system.
- IntegrationWorks With What You Run.We connect to your ERP and accounting platform. No replacement required.
- AccountabilityOne Accountable Team.The same team designs, builds, deploys and supports the system.
- ScopeWritten Scope Before Any Build.Deliverables, timeline and cost are agreed in writing first.
- AdoptionTraining Included.Management and staff are trained before go-live.
- ContinuitySupported After Go-Live.Monitoring, fixes and enhancements under an agreed response time.
Tell us where your operation loses time. We will identify the cause and recommend the first step.
Analyze Your Bottleneck