Professional Services

Fit for consulting, accounting, legal, and other client-service firms that need reliable intake, proposals, and billing workflows.

Common pains

  • Slow proposal and onboarding processes
  • Inconsistent billing and time capture
  • Knowledge scattered across drives and inboxes

How we help

  • Proposal templates + automation for faster deals
  • Time & billing integrations and validation
  • Internal knowledge copilots and shared drives design