Industry
Professional Services
We fix client intake, time and billing, and the recurring documents that get built from scratch every time, even though they follow the same template.
Where the time goes
What usually eats hours here
- Client intake forms typed by hand into the practice management or CRM system
- Time entries chased down from staff at month-end so billing can go out
- Recurring documents (engagement letters, standard filings) built by hand each time from a template
- Client matter status tracked in someone's inbox instead of anywhere the rest of the team can see
Example, not a client case study
What this can look like
This is an example, not a promise of results. Every project starts with your own workflow.
Client intake to matter setup
Before
A new client fills out an intake form. Someone reviews it by hand, creates the matter in the practice management system, and types the same details into billing and the CRM separately.
After
Intake form data flows straight into the practice management system. Matter setup and billing codes get created automatically, and the CRM stays in sync without separate re-entry.
Where we'd start
Related solutions
Get started
Show us what slows down intake or billing.
Intake, time tracking, document assembly, or status updates: tell us where your team loses the most time.
We'll reach out at a time that works for you. No cost, no obligation.