Industry Solution · Professional Services

More billable hours, less admin.

Proposals, project tracking, invoicing, and executive support for consulting and services firms.

Build Your Professional Services WorkforceTalk to Us

Partners buried in proposals and admin

Utilization lost to unbillable coordination

Receivables age while everyone’s on client work

≈35 hrs/week
handed back to your team
6
specialists in the recommended workforce
Weeks
to deployment, not quarters

The specialists that do the work

A starting lineup drawn from the specialist catalog, tailor it to your workflows.

Closing

Proposal Specialist

Drafts tailored proposals and pricing documents in minutes, not days.

→ Proposals out same-day
Automation

Project Management Specialist

Tracks tasks, deadlines, and blockers across teams, and chases the follow-ups.

→ Projects ship on time
AP & AR

Invoice Processing Specialist

Extracts, codes, and routes invoices for approval without manual data entry.

→ AP that runs itself
AP & AR

Accounts Receivable Specialist

Chases outstanding invoices with polite, persistent, well-timed follow-up.

→ Get paid faster
Productivity

AI Executive Assistant

Manages the daily flow of an executive’s work: inbox, calendar, prep, and follow-through.

→ 10+ hours back every week
Documentation

SOP Creation Specialist

Converts tribal knowledge into step-by-step procedures anyone can follow.

→ Consistent execution at scale

See your professional services workforce in action

A 30-minute discovery call maps these specialists to your actual workflows and shows exactly what deployment looks like.

Book Your Discovery Call