Automate proposal generation, project scoping, and client delivery workflows. Built for consulting firms, law practices, and advisory services that sell expertise at scale.
Management consulting firm automated proposal generation using past project templates, client data, and pricing models
Advisory firm reduced project scoping from 2 weeks to 3 days through automated discovery questionnaires and scope templating
Professional services firm improved cash flow through automated invoicing, payment reminders, and collections workflows
7 professional services firms automated operations in 2024
Senior consultants spend 8-12 hours writing proposals by copying old decks, updating pricing, tailoring scope. High-value time spent on pre-sale work instead of billable delivery.
Discovery calls captured in notes, requirements scattered across emails, assumptions undocumented. Projects start with unclear scope, leading to unbillable overruns.
Invoices sent manually after month-end, payment reminders forgotten, collections reactive. Average AR days above 60, cash flow unpredictable.
68% of professional services firms identify administrative overhead as their primary profitability constraint
Client intake data automatically populates proposal templates. Past project scope, pricing, and team composition suggested based on similarity. Senior review focuses on strategy, not formatting.
Discovery questionnaires capture requirements systematically. Scope documents generated from templates with client-specific details. Assumptions documented, budgets calculated, risks identified automatically.
Time entries trigger invoice generation on schedule. Payment reminders sent automatically based on terms. Collections escalation based on aging. Cash flow becomes predictable.
"We went from 10-hour proposal marathons to 90-minute reviews. Our partners focus on winning work and delivering value, not formatting slide decks."
— Managing Partner, Strategy Consulting Firm
Client data and project requirements auto-populate proposal templates. Past project examples suggested. Pricing calculated from rate cards and scope estimates.
Discovery questionnaires collect requirements systematically. Scope documents generated from templates. Budget estimates calculated automatically.
Team availability tracked automatically. Project assignments suggested based on expertise and capacity. Utilization reports generated weekly.
Time tracking synced to invoicing system. Invoices generated and sent automatically. Payment reminders and collections workflows reduce AR days.
Custom work follows patterns. We identify your delivery methodology and codify it into flexible templates. Partners customize the 20% that matters, automation handles the 80% that's consistent.
Partners provide more attention on strategy and insights when freed from administrative work. Automation handles data gathering, document generation, scheduling—not client relationship building.
We build pricing logic that accounts for client tier, project complexity, competitive context, and strategic value. Automation suggests pricing, partners approve. Intelligence, not rigidity.
30-minute call to identify opportunities to free partner time