For professional services firms
More billable hours
from the team you have.
For agencies, consulting, accounting, engineering and recruiting firms with 10 to 500 people: departments that draft proposals, build client reports, handle intake and chase invoices, so your people spend their time on client work.
Prefer to set it up yourself? Start free →
Sound familiar?
Where firms lose their hours
Unbillable admin eats the margin
Proposals, status reports, intake forms and invoice reminders fill the week, and none of it is billed.
Your best people write the first drafts
Senior staff rebuild the same proposal and the same monthly report by hand, because nobody else knows the format.
Growth means hiring for admin
Every new client adds coordination work, so the team grows before the margin does.
Workflows
The work around client work
Most firms share the same admin, whatever they sell. These are the workflows they start with; the assessment maps your firm’s own.
Where firms start
Three departments, one firm
Revenue handles proposals and intake, Intelligence does the research and reporting, and Finance & admin follows up on billing. Most firms start with the one that takes the most unbilled hours.
Revenue
Every lead answered, enriched and followed up. CRM upkeep and sales call analysis.
HubSpot, email, Fireflies, LinkedIn
See the Revenue department →Intelligence
Competitor, market and KPI research and reporting, run on a schedule.
Web research, DataForSEO, your analytics
See the Intelligence department →Finance & admin
New-subscription handling, invoice follow-up, reconciliation prep and reporting.
Stripe, QuickBooks Online, email, spreadsheets
See the Finance & admin department →Who it is for
Built for the people who own the number
More billable capacity from the team you have.
Will quality slip, and is client work kept confidential?
Every deliverable is scored for quality, and a person approves anything that goes to a client. Your firm has its own workspace, and agent work runs on your own AI keys.
The admin around client work, handled.
Disruption to how the team works?
It works in the email, documents and billing tools you already use, and nothing is migrated. Our operators run it every day, so nobody on your team babysits it.
Systems
Inside the stack you already have
Agents work in your accounts, on your own AI keys. Nothing is migrated.
How it starts
From one call to a running department
Assess
We map the proposals, reports, intake and billing work your firm repeats, the hours it takes and the systems it touches, and pick where to start.
Launch
The first workflows go live in your tools, with approval steps set and a baseline recorded.
Operate
Our operators run it every day and review the results with you each month, or we hand you the keys.
Questions
What firms ask us
Does it work for our kind of firm?
Agencies, consulting, accounting, engineering and recruiting firms share the same admin: proposals, reports, intake and billing. The assessment maps your firm’s own work and starts with what repeats most.
Is client work kept confidential?
Your firm has its own workspace, agents work in your own accounts and on your own AI keys, and every agent run is logged.
Will it replace our staff?
No. It takes on the unbilled admin and the first drafts, so your people spend more of their time on client work. A person approves anything that goes to a client.
We can run it for you, or build it and hand you the keys. Compare the two paths →