Proposal follow up, scheduling and billing quietly eat into the hours you should be billing clients for. We build automation that chases proposals, books meetings, follows up on invoices and keeps clients informed automatically, so your team spends more time advising and less time on admin.
A proposal sent and never followed up on is revenue left on the table. Without a system to track and chase outstanding proposals, firms rely on memory, and memory is unreliable when everyone is busy delivering for existing clients.
Add in slow onboarding for new clients, invoices that go unpaid because nobody had time to follow up, endless back and forth to book a meeting, and status update requests that interrupt billable work, and most firms are losing far more time to admin than they realise.
Faster proposal follow up converts more opportunities before they go cold. Consistent billing keeps cash flow predictable, and automated scheduling removes one of the most common sources of friction with clients.
With better visibility into where every engagement stands, your consultants can spend their time on advice and delivery, the work that actually grows the firm.
The same proven process we use for every client, tailored to how your firm actually works.
Book a free AI automation strategy call. We'll look at how your firm currently handles proposals, billing and scheduling, and show you exactly what automation would look like for your team.