Professional services

The work is billable. The coordination around it is not.

Intake, conflicts, engagement letters, handoffs, approvals and the billing that follows the work. In a services firm every hour spent on those is an hour that could not be charged to anybody.

Book a discovery call Start with the Redprint
Sound familiar?

Your most expensive people are doing your least valuable work.

“

A new matter takes three days to actually open, and most of that is waiting on one form.

Managing partner
“

Time gets entered on Friday from memory, which means it gets entered wrong and short.

Practice director
“

When a project moves from the person who sold it to the person doing it, everything gets explained twice.

Operations lead

In a services business, coordination is paid for in unbilled capacity, and it is usually the capacity of your senior people.

Where the hours are

Where the coordination costs you, in a services firm.

These are the eight we look at first in professional services. Which of them are worth building in your firm is what the automation map answers, with the hours and the cost attached to each.

Intake to engagement

An inquiry arrives, is qualified against your criteria, conflict-checked, and turned into an engagement letter out for signature, without three people touching a form.

Matter and project opening

Signature comes back and the matter opens itself: the record, the folder structure, the billing setup, the team and the kickoff, all created at once.

Handoffs between people

Sale to delivery, partner to associate, one phase to the next — the handoff carries the context, so nothing is re-explained and nothing is assumed.

Time capture

Activity across your systems surfaced as draft entries for the person to confirm, so time is recorded from what happened rather than from Friday’s memory.

Client communication

Status, milestone and next-step updates that go out because the work moved, so clients stop asking and your team stops writing the same email.

Approvals and review

Routed by value and risk to the person who can sign, with the document, the history and the reasoning in one place.

Billing and collections

Drafts assembled on your cycle, exceptions flagged before they go out, and the follow-up on unpaid invoices run without a partner having to make the call.

Deadlines and obligations

Statutory dates, renewals, filings and client commitments tracked from the record, escalating on a clock rather than on somebody’s recollection.

The difference on the floor

Same team. Same day. A different operation.

Moment in the work
Today
On the system
An inquiry comes in
Sits until someone qualifies and conflict-checks it
Qualified, checked and drafted for signature the same day
A client signs
Somebody sets up the matter, folders and billing
All of it created at once, with the team notified
Work changes hands
A call, a handover doc, and two re-explanations
The handoff arrives with the context attached
Time is recorded
Friday, from memory, short
Drafted from the activity, confirmed in minutes
A client wants a status
Someone stops work to write an update
They already had it
An invoice goes unpaid
Chased when a partner notices the aging
Followed up on schedule, escalated by rule
Your systems

We build on what you already run.

Your practice management, PSA or case system stays. The automation sits around it and handles the coordination your fee earners are absorbing today, including the client and court or regulator portals that have no interface to build against.

Practice management PSA and project systems CRM Document management E-signature Accounting and billing Email and calendar Client portals Spreadsheets
FAQ

What partners ask.

Does this affect how we exercise professional judgment?
No, and it is not built to. Advice, strategy and any call that carries professional responsibility stay entirely with your people. What we remove is the assembling, routing, chasing and recording around those calls.
We handle confidential and privileged material. How is that treated?
Your data stays in your tenancy and your systems. We do not move it into ours. Access is scoped to what a given workflow needs, conflict and ethical walls are respected in the routing rules, and we work under your NDA and engagement terms.
Our work is bespoke. Every engagement is different.
The advice is bespoke. Opening a matter, checking conflicts, getting a letter signed, handing work over, recording time and getting paid are the same in every engagement. That is the layer we build.
Will this let us bill more hours?
It usually recovers hours that were being worked and not recorded, which is a different and larger number than most firms expect. It also moves senior time off administration, which is the part partners tend to notice first.
What to expect
A short discovery call.
  1. 01How the work actually moves through your business today
  2. 02What you have already tried, and where it came apart
  3. 03Whether there is enough here to be worth building
20 minutes Video call

You will be talking to the people who would actually build it. If there is something worth doing, we will tell you what it would look like. If there is not, then we build a relationship.

Book your call
30-day satisfaction guarantee