Professional services teams drowning in handoffs
Law, accounting, consulting, and agency firms where work still flows through email, spreadsheets, and “who has the latest version?”—and partners need margin visibility without another shelfware purchase.
Who this is for
- 10–150 people with ops, finance, or admin leads who feel the pain daily
- Billable and non-billable work tracked in different places
- Client work that crosses CRM, timekeeping, billing, and delivery folders
- Partners who want numbers they trust before they restructure comp
Typical broken workflows
- Month-end WIP and realization built from exports nobody agrees on
- Engagement letters and scope changes approved in email threads
- Associates re-keying client data between intake, CRM, and billing
- Reporting packs assembled manually while leadership waits on “final final” tabs
What we fix
- Single system of record for job or matter economics—with exception queues, not silent cell edits
- Approval paths with owners, status, and audit trails instead of inbox archaeology
- Integrations between practice tools so data is entered once
- Leadership dashboards tied to outcomes people already measure—not vanity metrics
Security note: client matter data stays scoped—service accounts with least privilege, change windows for formula or integration updates, and documented owners so access does not outlive the person who set it up.
FAQ
- Do you understand billable-hour workflows?
- Yes. We map how time, expenses, and approvals actually move—not the idealized process deck—before touching integrations.
- Can you work with our existing PSA or practice management tool?
- Usually. We connect what you already run (Clio, QuickBooks, HubSpot, etc.) rather than forcing a platform swap on day one.
- How do you handle client confidentiality?
- Least-privilege access, documented change windows, and no “export everything to a shared drive” defaults. NDAs are standard for discovery.
- We are remote—does that matter?
- No. Most engagements are remote-first. We document handoffs so distributed teams do not depend on hallway conversations.
Selected work
Anonymized projects from real engagements—advisory judgment backed by implementation. No invented metrics; depth case studies come when clients approve outcomes.