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We are documenting a full professional services implementation
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Industries · Professional Services
Deliver More Projects. Chase Less Admin.
We build connected client management, project delivery, and billing systems for architects, designers, surveyors, consultants, and service firms — so your team spends time on the work, not the paperwork.
Project VisibilityAutomated BillingClient PipelineAI-Powered
100%
Variations billed — nothing absorbed
100%
Variations Billed
↓ 80%
Write-offs Reduced
2 mins
Daily Timesheet Time
What We Build
Connected systems for professional services businesses
SalesAI Agent
↗
Clearwater Infrastructure
Proposal · SOW drafted by agent
92% win
Southland Council
Negotiation · Contract review pending
78% win
Alpine Ventures
Discovery · Meeting notes analysed
54% win
Kiwi Brands Ltd
Qualification · Risk flagged by agent
31% win
Agent Active
SOW drafted for Clearwater · Kiwi Brands flagged as low probability — budget mismatch detected
Sales & Opportunity Management
AI scores every opportunity, drafts SOWs automatically, and flags deals unlikely to close — so your team focuses where it wins.
AI AgentResources
↗
Sarah Liu · Senior Consultant
Meridian · Pacific · +1 engagement
96% — Over
Marcus Reid · Principal
Westbrook · Clearwater
82% — Good
Nina Tahi · Senior Analyst
Tane Consulting · Capacity available
58% — Low
Jamie Park · Analyst
Northern Energy · Audit
75% — Good
Agent Active
Reassigning Tane to Nina Tahi — skills matched, 42% capacity free. Clearwater staffed in 2 weeks.
Resource & Utilisation Agent
Monitors every consultant's utilisation, detects conflicts before they happen, and recommends reallocation based on skills and capacity.
AI AgentContracts
↗
Meridian Group — MSA
Expiring in 12 days · Renewal brief ready
Urgent
Pacific Holdings — SOW v2
Non-standard liability clause flagged by agent
Review
Westbrook Legal — Retainer
Active · Signed · All docs complete
Current
Clearwater — New Engagement
SOW generated · Awaiting countersignature
Pending
Agent Active
Meridian renewal drafted · Pacific Holdings clause flagged for partner review before signing
Contract & Document Agent
Tracks every contract renewal, flags non-standard clauses, and chases missing signatures — nothing expires, nothing gets missed.
Knowledge BaseAI Agent
↗
Due Diligence Framework v3
Auto-matched · Pacific Holdings · Sarah Liu
Active
SOW Template — IT Implementation
Loaded for Clearwater proposal · Marcus Reid
Loaded
Scope Creep — Escalation Procedure
Flagged · Tane Consulting · Review required
Urgent
Compliance Audit Checklist NZ 2024
Matched · Northern Energy · Jamie Park
Matched
Agent Active
14 documents matched today — surfaced automatically without staff searching
Knowledge Base Agent
Surfaces the right framework, template, or procedure to the right consultant at the right moment — consistent delivery across every engagement.
How We Work
Getting started is straightforward.
Step 01
Audit your project operations
We map every project from brief to invoice — finding every variation that goes unbilled and every write-off that could have been prevented.
Step 02
Design the connected workflow
We design the complete project lifecycle and billing workflow, agreed and documented before we configure anything.
Step 03
Build it and layer in AI
Zoho Projects and Books connected, with AI agents reviewing client briefs, suggesting timesheets, and triggering invoices at milestone completion.
Step 04
Stay as your partner
Ongoing support as your project types evolve, team grows, and billing requirements become more complex.
Ready to Stop Absorbing Work You Should Be Billing?
Book a discovery call and we'll show you exactly what connected project management and billing looks like — with a live demo.
100%
Variations Billed
↓ 80%
Write-offs Reduced
2 mins
Daily Timesheet