Let's automate the admin so you can do more client work.
Professional Services Automation
Your expertise is why clients pay you. But half your time goes to proposals, intake forms, scheduling, and invoicing. Let's fix that ratio.
Professional Services Problems I Solve
Client Intake
Prospect fills out form. Info goes to CRM. NDA generates. Calendar link sends. Engagement letter prepares. All automatic.
Proposal Generation
Client data populates proposal template. Scope sections selected based on needs. Professional document ready in minutes.
Project Kickoff
Contract signed? Project folder creates. Tasks assign. Welcome email sends. First meeting schedules. Nothing forgotten.
Time to Invoice
Track time, approve hours, generate invoice, send to client, update accounting. Seamless from work to payment.
Document Management
Right documents in right folders. Version control that works. Client access that's actually secure.
Who This Is For
- Consulting Firms: Proposals, project management, reporting
- Law Firms: Client intake, document generation, billing
- Accounting Firms: Document collection, workflow management, client portals
- Architecture/Engineering: Project tracking, deliverable management, client communication
- Independent Consultants: CRM, proposals, invoicing - the whole stack
Tools I Work With
- CRM: HubSpot, Pipedrive, Clio (legal), Practice Ignition
- Project Management: Asana, Monday, ClickUp, Notion
- Documents: PandaDoc, DocuSign, Google Docs, Dropbox
- Billing: QuickBooks, Xero, Harvest, Clio Manage
- Scheduling: Calendly, Acuity, Cal.com