Automation for professional services firms
Agencies, consultancies, engineering and accounting practices. Utilization and recovery set the economics, and both leak through admin.
What a proposal to project handoff build looks like6 steps, 1 decision
- 01Proposal signedE-signature or countersigned PDF
- 02Project createdBudget and phases from the scope sold
- 03Named team available?Yes, assigned and notifiedNo, flagged to resourcing
- 04Billing openedStraight from the fee agreement
- 05Kickoff scheduledWith the client and the team
- 06Time passes budgetWarned while the job is still live
Each one is priced on the pricing page. Automations start at $499, or bundle into a package. The detail is below.
Where the problem sits
A professional services firm sells hours or outcomes delivered by expensive people. Every hour those people spend on administration is an hour not sold, and unlike a product business you cannot make it up on volume.
The gaps are almost always in the same four places: getting a proposal out, turning a signed proposal into a running project, capturing time, and turning delivered work into an invoice before the month closes. Each one sits between two systems that do not talk.
01Proposal generation
An intake form produces a populated proposal from a maintained template (scope, rates, terms, team bios, relevant past work), logs the opportunity in the CRM and routes for signature. Pricing comes from one rate card rather than from whichever old proposal was nearest.
Sector-specific note: most firms have three or four proposal types rather than one. Build the template selection into the intake form and the rest follows.
02Proposal-to-project handoff
The highest-value build in this sector. Signature triggers: project created from the template matching the service line, folder structure in Drive or SharePoint, client added to the PM tool with the right team assigned, CRM stage change, first invoice or deposit raised, kickoff scheduled, and a welcome message pre-drafted for a human to send.
Why it matters more here than elsewhere: the gap between signature and kickoff is where clients form their view of whether you are organized. It is also where scope details get lost between the person who sold it and the person delivering it.
03Timesheet chasing and utilization reporting
Nudges to people with missing time, escalating on a schedule; utilization calculated per person and per team; and flags where actual hours are diverging from the estimate while there is still time to act.
Send the reminder to the person, not a report of laggards to their manager. The first is a useful prompt; the second turns a data-quality tool into a surveillance one, and people respond by filling in plausible numbers rather than accurate ones. We build the first.
04WIP and project profitability reporting
Time and cost joined against the project budget, showing WIP by client, projects over budget, unbilled work ageing, and realized rate against standard. Delivered as a live view rather than a monthly assembly exercise.
What firms usually discover: which clients are genuinely unprofitable once servicing time is counted. That is uncomfortable and it is the point.
05Invoicing from delivered work
Approved time and expenses pulled into draft invoices on your billing cycle, with the right rates, retainer drawdown applied, and pass-through costs attached. Drafts go to the engagement lead for review, not straight to the client.
The cash effect: most firms bill in arrears with a lag caused purely by assembly time. Removing the lag pulls collection forward by one to three weeks, which is usually worth more than the hours saved.
06Client reporting packs
Recurring client reports assembled from source systems on schedule (progress, hours used against budget, deliverables completed, upcoming milestones) and delivered for review rather than built by hand.
07Recruitment and resourcing
For firms whose constraint is people rather than demand: candidate pipeline coordination, interview scheduling, and a resourcing view showing who is available when against the pipeline of work likely to land. See hiring and onboarding for the detail.
The systems you probably have
| Layer | Common tools | Integration reality |
|---|---|---|
| CRM | HubSpot, Pipedrive, Salesforce | Good APIs; straightforward |
| Project management | Asana, Monday, ClickUp, Jira | Good APIs; templating varies in quality |
| Time tracking | Harvest, Toggl, Clockify, built into PM | Generally good; watch rounding rules |
| Accounting | Xero, QuickBooks, Sage | Xero and QuickBooks are fine; older Sage is not |
| Documents | Google Drive, SharePoint | Good, but permission models need care |
| Signature | DocuSign, PandaDoc, HelloSign | Good webhooks; easy triggers |
This is a favorable stack. Most professional services firms run on modern SaaS with usable APIs, which keeps builds at the lower end of our pricing. The exception is firms still on an older on-premise practice management system, where the integration route needs establishing before anything can be quoted.
What we would do first
Proposal-to-project handoff. Best combination of hours saved, visible quality improvement and low technical risk. Invoicing second, for the cash-flow effect. Utilization reporting third, once time data is trustworthy enough to report on, which the timesheet nudges will have fixed by then.
How long between signature and kickoff?
If the answer is days, and it depends on who is free, that is the first thing to automate. The call takes thirty minutes.
You will talk to Fayez or Kareem. Nobody else.