Consultancies, agencies, legal firms, and chartered accountancy practices have a fundamental constraint: revenue is capped by the hours their people can bill. Yet most firms lose 15–25% of their billable hours to non-billable administrative work — assembling proposals, tracking project status across tools, chasing invoice approvals, manually generating reports. They also pay for a fragmented SaaS stack — CRM, project management, time tracking, billing, communication — that costs ₹20–50L per year and doesn't integrate properly. The highest-leverage transformation for a professional services firm isn't hiring more people. It's recovering the capacity already being wasted.
AI-assisted proposal generation from your service catalogue and past wins — cutting proposal time from 3 hours to 20 minutes, consistently branded, and tracked from send to signature.
CRM, project management, time tracking, and client communication in one platform — built around how your firm actually works, not a generic template.
Time entries flow directly into invoices. Billing runs at month-end without anyone compiling spreadsheets. Payment reminders send automatically.
Clients track project status, download deliverables, approve milestones, and raise queries — without emailing your team for an update.
Utilisation by team member, revenue by client, pipeline health, and billing performance — visible to leadership without a Monday-morning report cycle.
Riya runs a 22-person management consulting firm. Every proposal takes a senior consultant 3–4 hours to assemble — pulling from old documents, adjusting scope text, reformatting, and customising pricing. The firm sends 8–10 proposals per week, meaning 30–40 hours of senior time goes to documents instead of client work every week. Client projects are tracked across HubSpot, Asana, Notion, and Slack — and nobody has a complete picture in any single tool. Time entries are submitted weekly by consultants in a spreadsheet; the admin team then copies them into a billing template. Billing goes out on the 10th of the following month because it takes 8 days to compile the data. The SaaS stack costs ₹26L per year. Riya knows she's paying to slow herself down.
We built a single custom platform that replaced four of the five tools. A service catalogue with standard pricing and past engagement templates powers an AI-assisted proposal builder: a consultant selects scope items, adjusts quantities, adds custom narrative, and a formatted proposal is ready in 20 minutes. Projects, tasks, and time entries live in the same system — time flows directly into the billing engine. Invoices generate on the 1st with one click. The client portal gives clients a live view of project status, upcoming milestones, and past deliverables — reducing "quick update" calls by 60%. The SaaS spend dropped from ₹26L to ₹7L annually (Slack and a video tool kept; everything else replaced).