Industries/Professional Services
Consulting & Advisory

Deliver more value.
Less admin overhead.

Consultancies, law firms, accountancies, and advisory practices use our systems to automate the operational overhead that consumes billable hours — so their teams can focus on client work.

Industry challenges

Billable hours lost to admin and coordination

Senior consultants spend 20–30% of their time on project admin, client communication, and internal reporting.

No visibility into project profitability

Without real-time budget tracking, projects go over scope and over budget before anyone notices.

Client communication is fragmented

Deliverables, approvals, and feedback are scattered across email, WhatsApp, and shared drives.

Knowledge walks out the door with people

Methodologies, templates, and institutional knowledge live in individual heads and inboxes. Not in systems.

Systems we build

Operational infrastructure for knowledge-based businesses.

Project & Engagement Management

Track every client engagement from proposal to delivery — milestones, tasks, budgets, and team allocation in one system.

Time Tracking & Billing

Accurate time logging tied directly to client projects, with automatic invoice generation and Exact Online sync.

Client Portal

A branded portal where clients track project status, review deliverables, approve work, and access documents.

Proposal & Contract Automation

Generate professional proposals from templates, collect e-signatures, and trigger onboarding workflows automatically.

Knowledge Management System

A searchable internal knowledge base that captures methodologies, templates, and institutional knowledge.

Capacity Planning Dashboard

Real-time visibility into team utilisation, upcoming capacity, and project profitability across your practice.

Automation opportunities

Trigger → Action. No human needed.

When

Proposal signed by client

Then

Create project workspace, assign team, send onboarding sequence, generate first invoice

When

Milestone completed

Then

Notify client, update portal, trigger next phase tasks, send progress report

When

Time logged against project

Then

Update budget tracker, flag if approaching limit, sync to billing system

When

Project reaches completion

Then

Generate final invoice, send satisfaction survey, create case study draft, archive project

When

Monthly cadence

Then

Auto-generate utilisation reports, profitability summaries, and client health scores

Real example

"A Belgian management consultancy replaced their project management spreadsheets and email-based client communication with a unified platform — recovering 8 billable hours per consultant per week and improving client satisfaction scores by 40%."

Discuss your practice →

Ready to reclaim your billable hours?

Book a free consultation. We'll map your current operational overhead and show you exactly where automation creates the most value.

Book Your Free Systems Audit →