Bill for expertise, not administration.
In a professional firm, unbilled admin hours can quietly reduce margins. We automate client management, documents and billing, helping your team spend less time on manual work and more time on billable work.
The unbilled hours problem
Work tracked in memory
Client matters, deadlines and deliverables spread across partners and staff, making it difficult to know what is pending, who owns it and what needs attention.
Billing leaks value
Time and expenses reconstructed at month-end from memory. Invoices go out late, and small write-offs can quietly add up.
Documents devour days
Engagement letters, filings and client documents drafted by hand takes valuable time away from client work.
Firm operations, systemized
PRO-01
Client & matter management
Every client, matter, deadline and responsibility in one system - partner dashboards included.
PRO-02
Billing & collections automation
Time capture, automatic invoicing and payment reminders - month-end billing in hours, not days.
PRO-03
AI document workflows
Drafting from templates, document classification and retrieval with AI - hunted-for files become searched-for answers.
PRO-04
Client portals
Clients upload documents, see status and download deliverables themselves - email volume drops.
Hours → Billable
When admin, billing and document work run on systems, the hours reclaimed go where they belong: billable client work and firm growth.
Reclaim your firm's unbilled hours
Start with a free 30-minute assessment — you leave with a roadmap either way.
Frequently Asked Questions
How can professional services firms reduce unbilled hours?
Automating time tracking, expense capture and billing workflows can help firms record billable work more consistently and reduce missed hours.
What tasks can be automated in a professional services firm?
Common tasks include client onboarding, document management, time tracking, billing, approvals, task management and routine client communication.
Can professional services software manage client documents?
Yes. It can organize engagement letters, filings, contracts and other client documents by matter or client for easier access.
Which professional services can benefit from workflow automation?
Law firms, accounting firms, consulting companies, agencies and other professional firms can automate workflows around clients, projects, documents and billing.