Agencies and consultancies

More billable time, less admin.

Service businesses sell time, and admin eats into it. We build tools that handle intake, proposals, project status and billing follow-up, so your people spend more time on client work.

Sound familiar?

Where the time goes.

Proposals start from scratch every time.

Client requests arrive everywhere and get lost.

Nobody knows who’s over or under capacity.

Invoices go out late and get paid later.

What we build

Tools for agencies and consultancies.

Submission system

Client requests and intake forms routed to the right person.

How it works →

Quote builder

Proposals and estimates from your rates and past work, in minutes.

How it works →

Project tracker and status board

Every client project, owner and deadline on one board.

How it works →

KPI dashboard and team targets

Utilization, margin and pipeline by person and team.

How it works →

Collections assistant

Invoice follow-up drafted and sent on schedule.

How it works →

Works with

HubSpotSalesforceQuickBooksGoogle WorkspaceMicrosoft 365Slack

Also popular: search across past work and documents, and weekly client status reports.

Questions

Common questions.

Can it write client status reports?

Yes. Weekly status reports can be drafted from your project tracker for a person to review and send.

Can AI search our past proposals and documents?

Yes. We can build an assistant that answers questions from your own documents, with sources shown.

Is client data kept private?

We build inside your own accounts and give each tool only the access it needs.

Bring the task your team hates most.

Book a 30-minute call. Fixed price in writing within 48 hours.

Book a 30-minute call