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These are the problems professional services teams tell us they waste the most time on.
Consultants forget to log time. Thousands in billable hours never make it to invoices.
Every engagement starts differently. No standard checklist means things get missed.
Hours spent compiling status reports manually instead of doing actual client work.
Overlapping commitments, overbooked consultants, and no visibility into team capacity.
Purpose-built automation features for professional services teams.
Auto-capture time from calendar events and tool activity. Remind consultants to confirm and submit.
Standard kickoff checklist triggered at engagement start. Accounts, channels, and meetings set up automatically.
Pull hours, milestones, and deliverables into branded reports. Send on schedule with one click.
Convert approved timesheets to invoices automatically. Match rates to engagement terms.
Visualize team capacity, forecast utilization, and flag scheduling conflicts before they happen.
Real-time margin tracking per project, per client, and per practice area.
Deploy these in minutes — no coding required.
Trigger: SOW signed
Trigger: Every Friday 4pm
Trigger: Last day of month
“We recovered $180K in previously unbilled hours in the first quarter. The automated kickoff process means every engagement starts right.”