Professional services
01
Where it grinds
- Status updates that eat senior time — Partners re-keying project state into decks, CRM, and finance because nothing agrees on what "in progress" means.
- Delivery hidden in folders and chat — The real plan lives in Slack, the signed scope in PDF, and the timeline in someone's notebook. New joiners reconstruct history from search.
- Billing that lags the work — Time logged late, milestones missed in the system, retainers that drift from what was actually delivered — cash and morale both suffer.
- Tools the delivery team never adopted — A PSA or PM platform sold to leadership that practitioners bypass because the flow does not match how engagements really run.
02
What we actually do
- Map the engagement lifecycle — Lead, scope, deliver, change, bill, close — including the awkward bits partners know about but systems ignore.
- One client picture — Status, owners, and next actions in a place delivery and leadership both trust — might be better use of what you have, not a new login.
- Automate the boring reconciliations — Time to invoice, milestone triggers, approval paths — small wires that stop Friday becoming spreadsheet hour.
- Handover a team can run — Templates, owners, and sane permissions — so growth does not mean another re-key role.
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How we work with client services — step by step
Engagement to invoice in plain English — not another PSA pitch deck.
Step 1 Before we start
Book & pick one engagement
A live client path — scope, delivery, time, billing — and who re-keys status into decks every Friday.
Step 2 Reality first
Walk scope to invoice
Lead, deliver, change, bill, close — including the awkward bits partners know about but systems ignore.
Step 3 Agree the line
One client picture
Status, owners, and next actions in a place delivery and leadership both trust — might be better use of what you have.
Step 4 Your team runs it
Automate & hand over
Time to invoice, milestone triggers, approval paths — small wires that stop Friday becoming spreadsheet hour.
Custom where the workflow is genuinely yours — always with a line on who maintains it after go-live.
04
When it is working
- Client status that survives a partner being on leave.
- Billing closer to the work — fewer surprise write-offs and chase calls.
- Delivery teams in the tool because it matches the engagement, not fights it.
- Leadership reporting without a monthly reconciliation project.
When partners re-key status into decks and finance every Friday, the PSA is not the problem — the handoffs are. Book a review and we'll map engagement to invoice in plain English.
We work with what you already pay for when it is honest. Custom where the workflow is genuinely yours — always with a line on who maintains it after go-live.