💼 Professional Services

Built for firms that sell
expertise, not products.

Law firms, consultancies, accountants, architects - the gap between delivering great work and running efficiently is where profit disappears. We close it.

Professional services team

What's costing professional
services firms margin.

🐌

Slow Client Onboarding

A new client takes two weeks to properly start. Information-gathering emails, document chasing, manual project setup. Every week of delay is a week of unbilled time.

  • Automated intake from signed contract to project setup
  • Documents collected without a single email chased
  • Delivery team briefed automatically before the kickoff call
💸

Unbilled Work

Work gets done that never gets invoiced. Scope creep happens without authorisation. Billing runs late. Revenue is being left on the table in every engagement.

  • Automated time capture linked to billing triggers
  • Scope change requests tracked and approved formally
  • Invoice generation and payment chasing without manual input
📊

No Capacity Visibility

No one knows who's overloaded until they already are. New work is accepted without knowing the delivery impact. Burnout and missed deadlines follow.

  • Real-time utilisation view across every team member
  • New project capacity checked before it's sold
  • Workload alerts before problems become incidents
🔄

Broken Delivery Handoffs

Work moves between people without structured handoffs. Context is lost. Quality suffers. Clients feel the gaps even if they can't name them.

  • Project handoffs automated with context preserved
  • Client milestone communications sent without manual effort
  • Quality gates built into every stage progression

The professional services
operating system.

From lead to delivery to invoice - the operational layer that lets your firm grow without adding overhead.

  • 🎯

    CRM & Pipeline

    Your CRM configured for professional services - proposal tracking, retainer management, renewal automation, and revenue forecasting built in from day one.

  • 📋

    Automated Client Onboarding

    Intake, document collection, contract execution, project setup, and delivery briefing - automated from the moment a client says yes. New clients onboarded in under 15 minutes.

  • ⏱️

    Time, Billing & Invoicing

    Automated time capture, billing triggers, invoice generation, and payment chasing - connected to your project and accounting tools. Nothing slips. Nothing delays.

  • 📈

    Management Dashboard

    Real-time visibility across utilisation, pipeline, revenue per client, and delivery health - so leadership sees problems before they become expensive.

2–4×
Faster client
onboarding
30%+
Reduction in
unbilled work
15 min
Average new client
setup time (was 5 hours)
100%
Hands-on
delivery
Professional Services Specialist

Find out what your
firm is leaving on the table.

Take the free COREX Assessment - specific to professional services firms, with a prioritised action plan delivered to you within 24 hours.

No credit card. No commitment. Just clarity.