Software for consulting firms, agencies and law offices
Clients, engagements and billing for service firms.
Win the work in CRM, run it with reusable task packs, get letters signed, and bill by milestone or retainer.
Example setup
A five-person marketing agency
- 40 clients imported to CRM
- 12 monthly recurring retainers
- A monthly task pack: plan, draft, client review, publish, report
An illustration of how this could be set up, not a customer story.
Sound familiar?
What usually gets in the way.
- “Each engagement starts from scratch.”
- “Signed letters and client files are in different places.”
- “Retainers and milestones are invoiced by memory.”
How it helps
What you can do for professional services
Track your pipeline
Leads, deals and activities, with a dashboard.
Reusable engagements
A task pack per engagement type, with due dates and dependencies.
Signed letters
Engagement letters and intake forms with sealed evidence.
Billing
Draft an invoice when a milestone is approved, and bill retainers automatically.
The apps
The apps you’d use, working together.
CRM
Accounts, contacts, leads, deals and activities.
Task Management
Tasks, sub-tasks, time spent, projects, workflows, boards and task packs.
Finance
Ledger, invoices, bills, payments, bank, tax, periods and statements.
Forms
Public forms, e-signatures, PDF filling and sealed evidence.
Documents
Knowledge pages, files, comments, PDF markup and page budgets.
Automation
Rules that create tasks, email people, draft invoices and orders, and call other systems.
What it doesn’t do yet
We’d rather you know now, so you can plan around it.
- Billing from logged time, and utilization reports
- Walls between clients inside one organization. Use separate organizations if you must keep them apart
- A client portal
Straight answers
Questions about professional services
Which apps would we use for professional services?
Most businesses like this would start with CRM, Task Management, Finance, Forms, Documents and Automation. You can turn on only the ones you need.
Is this built only for our industry?
No. Nothing is built for a single industry, so you set up the same apps to suit how you work. This page shows one way to do that.
What isn’t available yet for professional services?
These aren’t available today: Billing from logged time, and utilization reports. Walls between clients inside one organization. Use separate organizations if you must keep them apart. A client portal.
Can we bring in our existing data?
Yes. Most apps import CSV files, including accounts, customers, products, employees and tasks, and keep a history of each import.
Similar
Businesses that use similar apps
Set this up for your business.
Create your organization and turn on only the apps you need, or tell us about your business first.