Industries · Consulting & Professional Services
Proposals, projects, and billing wired together so the work bills itself.
Consulting and professional services firms live in the gap between scoping work and getting paid for it. We close that gap by connecting your proposals, time tracking, invoicing and client portal into a single flow.
The proposal was signed last month. The project is halfway done. No one is sure what has been billed yet.
Most consulting firms manage the gap between delivery and invoicing manually. Hours get logged in one place, approved in another, and billed from a spreadsheet that is always two weeks behind. Retainers get drawn down without anyone watching the balance. Revenue leaks in the handoffs.
We build systems that connect your proposal tool, CRM, time tracking and billing in a single pipeline. When the work is done, the invoice drafts itself. When the client approves, it sends. Partners stop chasing timesheets and the client stops asking where the project stands.
Where the software stops
Five good tools and a spreadsheet between them.
A typical consulting stack is a CRM, a proposal tool, a time tracker, an accounting system and a shared drive. Each is reasonable. The joins are where the hours go.
HubSpot, Salesforce, Pipedrive
The deal closes and the project starts from scratch
The CRM knows the scope, the fee and the contact. The project tool and the time tracker get set up again by hand, and the budget lives in whoever wrote the proposal.
PandaDoc, Proposify, Word
The signed scope is a PDF
Deliverables, milestones and rate cards are agreed in the proposal, then retyped as project tasks and billing rules. Change orders follow the same route by email.
Harvest, BigTime, Toggl, Clockify
Time is tracked. Billing is assembled.
Timesheets exist, but turning them into an invoice with the right rates, the right retainer draw-down and the client's required detail is a monthly job for someone senior.
QuickBooks, Xero, Google Drive
Clients get documents by email
Invoices, deliverables and status updates go out as attachments, so the latest version is whichever one the client found last.
The paperwork
What every engagement produces.
Each of these is created in one tool and needed in another. Moving it by hand is the job nobody was hired to do.
- Proposals and SOWs
- Scope, fees and milestones that should become the project budget and the billing schedule without retyping.
- Engagement letters
- Signed terms stored against the right client, where the team can find them at renewal.
- Timesheets
- Hours by person, project and task, approved before they bill.
- Retainer statements
- Hours used against hours bought, shown to the client before they ask.
- Change orders
- Scope changes agreed mid-project that need to reach both the plan and the invoice.
How we help
Built for billable work.
Proposal to project automation
Approved proposals spin up projects automatically, with the right team, budget, and milestones.
Time and expense capture
Log billable time against the right project and client without switching between systems.
Automated invoice generation
Draft invoices from approved time logs and milestones so nothing falls through the billing gap.
Retainer and milestone billing
Recurring retainers and milestone schedules handled without manual tracking.
Project profitability reporting
Know your margin per project in real time, not at the end of the quarter.
Client portal and approvals
Clients review deliverables and approve invoices in one place, without email chains.
Resource and capacity planning
See who is available, who is overcommitted, and where new work can land.
Contract and SOW management
Store signed agreements against the right client and project so the team has what they need.
Automation and custom software work is scoped and delivered for a fixed estimate you approve before we start. A firm website on a Managed Website plan starts at $95 a month.
Who we work with
Consulting firms already run on our work.
The consulting firms we work with today are mostly on the website side. For Compassionate Consulting, we designed and built the firm's site, and have hosted and maintained it for several years: updates, security, forms that stay protected from spam, and the small changes a practice needs without waiting on a developer. For LA Move Consultants, we rebuilt the site so the firm's own team can edit pages themselves.
That is the Managed Website tier. The billing and portal work described above is the Automation and Custom Software tiers, and the proof for it is below.
Proof · CASH · the same kind of work
$450,000 saved. 13,500 hours eliminated.
CASH filed settlement claims one record at a time, and loading them took up to 85% of the day. We automated the filing: import a batch and each claim files itself, about 90% of every form filled, and a person still checks the batch at the end. Across the work that removed roughly 13,500 hours and saved about $450,000.
CASH is not a consulting firm. It is the same kind of process work: records moving between systems at volume. For how we run our own time and billing, see the Albright Labs case study.
Go deeper
Running a company's websites and tools without an IT team.
A firm with a CRM, a proposal tool, a time tracker, accounting and a shared drive has five systems and nobody whose job is making them agree. The playbook covers what that costs and where to start.
Where to start
Operations Audit
$4,500. Two weeks to map your systems and find the piece worth fixing first.
Free site audit
Run a report on your website now, no call required.
Albright Labs case study
Over 10,000 hours of client work since 2020, run through our own system.
Managed Websites
From $95 a month, run for you.
Consulting & Professional Services
Talk through your billing workflow.
Tell us where time and revenue get lost between delivery and invoice. We will map what a connected system looks like for your firm.
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