A professional services firm — agency, consultancy, studio — sells its people’s time, so every hour spent on internal admin is an hour that could have been billable. Proposals, onboarding, and reporting tend to live in email threads and shared drives, held together by someone remembering. We take on that coordination so your team stays on client work.
Document-heavy workflows we take on
- Proposals and statements of work — generating proposals and SOWs from a template and the deal details, and tracking them through signature.
- Client onboarding — collecting the documents, access, and details a new engagement needs, checking the set is complete before kickoff.
- Time and invoicing — assembling billable time into invoices on schedule and flagging the entries that need a person to confirm.
- Status reporting — pulling project status together from where the work actually happens, instead of rebuilding it by hand each week.
Where a human stays in the loop
Scope, pricing, and client judgment stay with your team. The documents assemble and route themselves; a person approves anything that commits the firm, and a stalled onboarding or an unusual time entry is surfaced rather than passed through silently.