Skip to content

Industry 08

Professional & Consulting

Client work, deadlines and unbilled hours live in individual heads, so realisation is discovered at invoice time rather than managed.

CRMAI AutomationDashboards
At a glance
Systems typically built
3
Shipped in this sector
Modelled, not yet shipped
Mapping session
Free
What changes

Billable hours captured as they happen instead of reconstructed from memory, and an invoice that matches what was actually logged.

Realisation discovered at invoice time is realisation managed too late — by then the unbilled hours are already spent and the client relationship already has an expectation set. We build one client and matter record that captures time as billable or non-billable at the point of work, tracks a compliance calendar that surfaces a deadline before it's missed, and generates retainer or milestone invoices from time actually logged, not from memory reconstructed at month-end.

What we build

01Client, matter and engagement records in one place
02Task, deadline and compliance-calendar tracking
03Time capture with billable/non-billable split
04Retainer and milestone invoicing with reminders
05Document vault with version and access control

Professional FAQ

Before you ask

Including where the honest answer is 'that's a separate service' or 'ask during discovery'.

Our consultants resist logging time. Does this make that easier?

Time capture is built to be a single tap against an open matter rather than a form to fill — the friction of logging time is usually what causes resistance, and that's the specific thing addressed.

Can it track statutory or compliance deadlines specific to our practice?

Yes — a compliance calendar with escalating reminders is standard; the specific deadlines (filing dates, renewal dates, court dates) are configured to your practice area during discovery.

Is client data access controlled per team member?

Yes — the document vault and client records support role-based access, so a matter is visible only to the team members actually assigned to it.