What we see in professional services
Professional services firms run on knowledge and time. The problem is that knowledge is locked in people and time is tracked retrospectively. Both can be fixed with the right systems.
Utilisation is invisible
Billable hours live in timesheets that arrive late, are filled from memory, and don't reconcile with project plans. You find out utilisation was low after the quarter, not during it.
Knowledge walks out the door
Client history, engagement precedent and institutional knowledge live in people's heads and email. When someone leaves, the knowledge leaves with them.
Proposals take too long
Every proposal is drafted from scratch or from a template that's two years old. Pricing references are found by asking around, not by searching a system.
Client service is inconsistent
Engagement quality depends on who runs it. There's no system enforcing methodology, milestone tracking or quality gates, just experienced people who know the right way.
What we build for professional services
Practice management on Zoho
Client records, engagement tracking, milestone management, timesheet capture and billing, unified in one system so utilisation is visible in real time.
Learn moreKnowledge agent (FI Agent)
Every engagement report, proposal, deliverable and client communication searchable and citable. Ask a question, get an answer with the source document attached.
Learn moreMeeting intelligence
Client meetings transcribed, summarised and action tracked. Key decisions, commitments and follow ups extracted without anyone taking notes.
Learn moreAI reply assistant
Client emails, RFP responses and engagement communications drafted in seconds, with consistent tone, accurate references and partner review before sending.
Learn moreProposal generation
Past proposals, pricing data and engagement outcomes indexed. New proposals built from precedent, not from memory.
Learn morePractice analytics
Utilisation rates, realisation rates, pipeline coverage and client concentration, visible by practice, partner and period.
Learn moreFrom our client work
Utilisation visibility that ended the spreadsheet
Professional services firm with multiple practice areas. Zoho based practice management with real time utilisation tracking, supplemented by FI Agent for knowledge retrieval across engagement history.