Industry
Professional Services
Consulting, legal, accounting, and advisory firms run on relationships and delivery. We build the operational backbone that keeps pipeline, delivery, finance, and resourcing visible and moving.
Key figures
- 58%
- of professional services revenue leakage is attributed to poor pipeline visibility and delivery tracking gaps
- 3.5h
- lost per senior practitioner each week to status-chasing, admin re-entry, and reporting assembly
- 67%
- of critical firm knowledge becomes inaccessible when a senior person leaves if it was never systematised
Professional services firms grow until their operations outrun the spreadsheets, shared drives, and email threads holding them together. Pipeline falls through the cracks, utilisation is guessed, finance is assembled manually at month end, and institutional knowledge lives with whoever set up the spreadsheet. We replace that with a connected operations system purpose-built for how professional services actually works, not adapted from a generic product that was designed for someone else.
Challenges we address
Where operational friction costs you the most.
Pipeline that lives in someone's head
Pipeline that lives in someone's head
When deal status, proposal history, and client relationships are tracked informally (in a personal spreadsheet, in a notebook, across email threads) the firm has no reliable view of what is coming in, what needs attention, or what has fallen through a gap. Growth becomes unpredictable and decisions are made on memory rather than data.
How we help
- Build a structured pipeline system that tracks every prospect from first contact through close
- Give partners and management a live view of deal stage, probability, and expected value without a weekly meeting to reconstruct it
- Connect pipeline to capacity so the firm can see whether it has the resource to deliver what it is pursuing
- Capture proposal history, client notes, and relationship context in one system rather than across inboxes
Delivery without visibility into progress or risk
Delivery without visibility into progress or risk
When project status is known only to the engagement team and surfaces to management only at risk reviews, problems are already expensive by the time they are visible. Clients notice before partners do. Escalations arrive as surprises.
How we help
- Build a delivery platform with milestone tracking, task ownership, and status visibility across the firm
- Surface at-risk engagements automatically based on activity and milestone signals
- Give clients a portal view of their engagement status without requiring an update call
- Connect delivery data to finance so revenue recognition reflects actual progress rather than plan
Finance assembled manually from disconnected sources
Finance assembled manually from disconnected sources
When time capture, invoicing, and payment tracking each live in a different system and reconciliation is a month-end manual exercise, the firm is always working with data that is one billing cycle behind. Write-offs accumulate before anyone sees the pattern.
How we help
- Connect time capture to delivery milestones so billing is triggered by completion rather than remembered
- Build invoice generation and payment tracking into the delivery workflow rather than running it separately
- Give finance a live view of unbilled work, outstanding invoices, and cash collection without manual assembly
- Surface write-off patterns and utilisation gaps in real time rather than retrospectively at quarter close
Resourcing managed by instinct rather than data
Resourcing managed by instinct rather than data
When utilisation is estimated by asking around and resource allocation is a calendar exercise, the firm overbills some people and leaves others idle, often simultaneously. Senior practitioners spend time on work that should have been delegated, and junior staff are allocated to work they are not ready for.
How we help
- Build a resourcing view that shows availability, skills, and current load across the whole practice
- Connect new project staffing to delivery data so allocation reflects what people actually have capacity for
- Track utilisation in real time so management sees the pattern before it becomes a conversation
- Flag resourcing conflicts at the planning stage rather than resolving them after delivery has started
Knowledge that does not transfer
Knowledge that does not transfer
When methodologies, client context, and delivery templates are distributed across personal drives and email histories, every new hire effectively learns from scratch. Onboarding takes months. Departures take institutional knowledge with them. The firm rebuilds the same things repeatedly.
How we help
- Build a knowledge repository that captures methodology, templates, and client context in a governed system
- Structure onboarding so new practitioners can find what they need without shadowing for weeks
- Preserve client relationship history so account transitions do not mean starting from zero
- Connect knowledge to delivery so teams find relevant precedents when they need them, not after the project ends
What we build
The systems that move this industry forward.
Pipeline and client intake systems
Track every prospect from first contact through proposal, negotiation, and close. Client onboarding flows into delivery without re-keying, and every stage has a named owner.
Delivery and resourcing platforms
Project status, milestone tracking, consultant utilisation, and task ownership in one system that the whole firm can see and update without a weekly standup to reconstruct.
Finance and billing workflows
Time capture, invoice generation, and payment tracking connected to delivery so finance is not a reconciliation exercise at month end.
Knowledge and governance systems
Methodologies, templates, and client records in a governed repository. Onboarding a new team member does not require six weeks of shadowing.
Featured thinking
Operations
Off the spreadsheet: turning manual operations into software
Spreadsheets and group chats scale a business further than most owners expect, then quietly become the constraint. Here is how to tell when you have crossed that line, and what to build first.
Services
What we typically deliver here.
Latest thinking
