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Professional Services & Legal operations
All industries / Professional Services & Legal
INDUSTRY SOLUTIONS

Professional Services & Legal

Law firms, accounting practices, engineering consultancies, and corporate advisors depend on accurate billable hour capture, project retainer management, and secure document workflows. We integrate practice management tools, timesheets, retainer billing, and client portals.

Discuss your operations
BUSINESS CHALLENGES

Where work can become harder than it needs to be.

These are common considerations. We confirm what matters in your business before recommending a solution.

Unrecorded billable hours lost between fragmented personal notes, calendars, and emails

Manual preparation and emailing of monthly retainer invoices consuming administrative days

Confidential client engagement documents scattered across unmanaged staff laptops

Lack of real-time visibility into project profitability and non-billable realization rates

HOW WE HELP

A more connected operation.

ERP & business management

Bring relevant stock, purchasing, sales and finance processes into a suitable ERP setup.

  • Practice management software
  • Timesheet and billing applications
  • Document management and cloud storage

Connected business systems

Assess where your existing tools can exchange useful information and reduce repeated entry.

  • Timesheet entry integration generating automated draft client billing invoices
  • Trust account transaction integration maintaining compliant client funds separation
  • Client engagement portal synchronization with calendar and task deliverable systems

Automation & practical AI

Simplify routine handoffs and explore AI where it supports a clear need, with appropriate review.

  • Automated recurring monthly retainer invoice generation and client dispatch
  • Automated reminders sent to professionals to submit timesheets before billing cutoff
  • Automated notifications to partners when engagement billable totals approach client budget limits
  • Contract and agreement clause extraction highlighting unusual indemnities or liabilities

Keep the important information in view.

Finance

Accounting, reporting and financial control in one system.

Stock

Inventory, purchasing and warehouse management.

Sales

CRM, quotations, orders and customer management.

Operations

Production, projects and day-to-day operations.

ILLUSTRATIVE WORKFLOW

How a connected process could work.

The systems, checks and responsibilities would be agreed for your business.

  1. 1

    Matter Onboarding

    Client engagement created; conflict check verified and retainer billed.

  2. 2

    Work Execution

    Consultants log billable time and work notes against specific matter codes.

  3. 3

    Invoice Compilation

    System compiles verified timesheets and expenses into partner review draft.

  4. 4

    Client Delivery & Sync

    Approved invoice dispatches to client; trust funds apply or payment triggers.

Start with one workflow.

We can review the business problem, identify a suitable approach and agree a manageable scope.

Let’s talk