Keep your billable people on client work.
Enquiries, proposals and invoices take time away from client work. We take on the repetitive part: enquiries answered quickly, proposals drafted from your services and rates and followed up, late payments chased.
From scattered to in order.
A note, an email, a file, each in its own place.
Website enquiry · Marlow & FinchCould you help us with a pricing review this quarter?
Enquiries wait while the team is with clients.
Shared drive · Proposals
Proposal_Kestrel_copy_of_Ardell_v4.docx
Proposals are built from old ones and fixed by hand.
Deal · Brennan LegalProposal sent 19 days ago · Next step: none
Sent proposals expire without a follow-up.
Monday, 08:00 to 10:00Pull the numbers for the partners' meeting
Monday's meeting starts with someone pulling numbers by hand.
Jobs we handle
- New leadsEnquiries answered quickly and sent to the right partner.HubSpot
Gmail
Microsoft Teams
Google Calendar - Quote requestsProposals drafted from your services, rates and templates.Outlook
Excel
Business Central
Salesforce - Quote follow-upOpen proposals followed up on time.Salesforce
Zoho CRMOutlookGmail - Late paymentsClient invoices chased on time, in your firm's tone.
QuickBooks
Xero
StripeOutlook - Weekly reportPipeline and billing in one weekly report.HubSpotXeroBusiness CentralMicrosoft Teams
How it comes together
- Your documents become knowledge
- Past proposals, engagement letters and service descriptions, so a new proposal starts from the closest one you have written.
- Your spreadsheets become tables
- Rate cards, the pipeline and billing sheets, so proposals and the weekly numbers draw on the same figures.
- AI agents read, decide and act
- They answer enquiries, draft proposals from your services and rates, follow them up, and chase late invoices in your firm's tone.
Start with a free 30-minute call.
Tell us which job you would hand over first. We'll tell you whether it's a fit and what it would take.