See pipeline, utilization and profit end to end.
Requests arrive by email, proposals are assembled by hand, work is scheduled in one tool and billed in another, and the firm's expertise lives in folders nobody can search. We automate the operational chain (intake, classification, proposals, scheduling, invoicing prep, follow-ups) with approval at every sensitive step, and build knowledge assistants that answer from your own documents with sources cited.
Pipeline · marketing ROI by service · utilization · project profit.
You bill by the hour, but you plan by the spreadsheet.
Leads, projects and billing sit in separate systems, so pipeline, utilization and true project profit are all a guess.
Slow speed-to-lead
Enquiries you paid for go cold before anyone follows up.
No pipeline visibility
The forecast is a gut feel and stalled opportunities stay hidden.
Utilization is a mystery
No clear read on who is over- or under-booked until it hurts.
Project profit is unclear
Scope creep and write-offs quietly erode margin you never see.
Marketing you cannot judge
No line from a campaign to the right-fit client it actually won.
Reporting by spreadsheet
Pipeline, delivery and finance stitched together by hand each month.
Leads, projects and billing in one view
We connect your leads, projects and billing, so you can see pipeline, utilization and which marketing brings the right clients, without manual spreadsheets.
Lead and pipeline reporting
Every opportunity and its stage in one view, so the forecast is grounded, not guessed.
Marketing ROI by service
Spend tied to the right-fit clients it won, judged by service line.
Utilization and capacity tracking
Who is booked, who has room, and where capacity is being wasted.
Project and revenue reporting
Project profit after scope creep and write-offs, not just billed revenue.
AI speed-to-lead follow-up
An AI agent watches new enquiries and drafts the reply, because the firm that answers first usually wins the work.
Not sure where to start?
Talk to an ExpertWhat changes when it is all connected
One view of pipeline, delivery and profit turns planning from a spreadsheet guess into a decision.
A pipeline you can plan on
Stage and time-in-stage make the forecast real, not a gut feel.
Nothing goes cold
An AI agent watches speed-to-lead and drafts the reply, because the firm that answers first usually wins.
Utilization you can manage
See who is over- or under-booked before it costs you.
Project profit you can see
Margin after scope creep and write-offs, not just billed hours.
Marketing tied to clients
Spend judged on the right-fit clients it actually won.
Reporting that runs itself
Pipeline, delivery and finance in one view, refreshed automatically.
Where professional services teams usually start
The outcomes this industry asks for most. Each one links to how we deliver it.
AI-Powered Business Process Automation
Repetitive operational work turned into supervised workflows: AI reads, classifies and drafts; your team approves.
ExploreAI Knowledge & Document Intelligence
Documents and email read, classified and structured; assistants that answer from your own knowledge, with sources shown.
ExploreAI Lead Generation & Sales Automation
Lead research, scoring, personalized outreach, reply handling and booking, automated with a person approving what sends.
ExploreA simple, low-risk way to get started
Three clear steps to working together, backed by commitments that keep the risk on us, not you.
- Step 1 We understand the problem and design the system We learn your goals, systems, and the questions you need answered.
- Step 2 We build it, and prove it works Tracking, dashboards, automation or AI, built to fit your business.
- Step 3 We deploy, monitor and keep improving it We keep improving it as your business grows and your questions change.
We remove the risk of getting started so the decision is easy. Here is our commitment to you:
- Free first consultationA practical working session about your data, workflows and AI opportunities, not a sales pitch. If we are not the right fit, we will say so.
- Clearly scoped first projectWe agree on the deliverable, timeline, and price up front. No open-ended retainer required to begin.
- You own everythingEvery pipeline, dashboard, workflow and agent we build is yours: your accounts, your code, documented, with no lock-in.
- No long-term contract to startBegin with one focused engagement. Continue only if the results earn it.