Professional Services
Run Projects, People and Billing From One Professional Services Platform
For consultancies, agencies, legal, accounting and engineering firms: manage clients, projects, timesheets and invoicing without the spreadsheet chase.
- Projects, tasks and timesheets
- Fixed-fee, hourly and milestone billing
- Utilisation and profitability reports
Challenges
Challenges We Solve for Professional services Businesses
In service businesses, unbilled time and unclear project margins quietly eat profit.
Unbilled hours
Time not captured or not invoiced.
Hidden margins
Not knowing which clients or projects are profitable.
Resource gaps
Over- or under-booked team members.
Scattered documents
Contracts and files spread across email and drives.
Solutions
Solutions Built for Professional Services
ERP and custom software configured for how your sector operates.
CRM & proposals
Leads, quotes and e-signed proposals.
Project management
Tasks, stages, deadlines and client portal.
Timesheets
Time logged by task with approval flow.
Flexible billing
Hourly, retainer, fixed-fee and milestone invoices.
Resource planning
Capacity, bookings and leave in one view.
Profitability
Margin per project, client and team member.
How it works
From Proposal To Paid Invoice
Sales, delivery and finance share the same project, so nothing falls between the cracks.
Proposal signed
Becomes a project with budget and tasks.
Time logged
Team records hours against tasks.
Invoice raised
Billable time and milestones invoiced.
Margin tracked
Actual vs. budget visible at any time.
Our Approach for Professional services Projects
Industry knowledge first, then technology.
Step 1 of 5
Understand
Site visits and workshops to learn how your operation really runs.
Step 2 of 5
Design
A solution blueprint mapped to your workflows and documents.
Step 3 of 5
Build & configure
ERP set up and any custom features developed and tested.
Step 4 of 5
Train & launch
Teams trained by role, then a phased go-live.
Step 5 of 5
Improve
Support and ongoing optimisation as you grow.
Outcomes
Typical Results Our Clients See
more billable hours captured
faster invoicing
better utilisation
project margin visibility
Figures vary by business; they reflect common outcomes after the first year.
Related services
Services Used in Professional Services Projects
FAQ
Questions Before You Start?
Straight answers to what businesses ask us most. If your question isn't here, we're happy to talk it through.
Yes. The ERP's customer portal shows tasks, documents, timesheets and invoices you choose to share.
Yes. Subscriptions and prepaid hours work well for retainer billing.
Yes. Timesheets can be logged from the ERP mobile app or browser.
Yes, with configuration for matter management, document control and compliance as needed.
Contact
Let’s Build the Right System for Your Professional services Business
Tell us how you operate today. We’ll recommend a practical, phased plan.
- We review your requestA consultant reads it and prepares questions.
- Free discovery call30 minutes to understand your goals and systems.
- Clear proposalScope, timeline and budget in writing.