Professional Services Client Reporting
Automated status reports and deliverable tracking for clients
The problem
Billable professionals spending time on non-billable administrative work is the most expensive inefficiency in professional services. Every hour of admin is an hour not generating revenue. For businesses dealing with administrative overhead, this pain is especially acute.
Client intake, document prep, and reporting consume hours of professional time
Automated workflows handle administrative tasks so professionals focus on expertise
The solution
We build a custom professional services client reporting system tailored to your specific workflows, tools, and team. Not a generic template, a system built for how your business actually operates.
- Audit your firm's workflows for automation opportunities
- Configure automated processes for intake, tracking, and reporting
- Integrate with your practice management and billing systems
- Launch with team onboarding and productivity metrics
Expected results
Single pain point eliminated completely
Process that took hours now takes seconds
Foundation laid for further automation
How we'd approach this
This is typically a Automate a Task engagement (1-2 weeks).
Single-purpose automations that solve one specific problem fast. Pick the task that's eating the most time, and we'll make it disappear.
Best for: Teams who want to test automation with low risk, or have one specific pain point that's driving them crazy.
What's included
- Working automation deployed in your environment
- Documentation and training
- 30 days of support
FAQ
1-2 weeks. We'll give you an exact timeline after our discovery call where we assess your specific situation.
Almost always yes. We integrate with most modern business tools including CRMs, email platforms, project management tools, accounting software, and more. If you have a specific tool, just ask.
That's the point. We build for your specific process, not a generic template. Unique processes are what we do best.
30 days of dedicated support is included. We monitor for issues, fix bugs, and help with optimization during this period.
We start by measuring your current process: how long it takes, how many steps, where the bottlenecks are. After implementation, we measure again. Most clients see results within the first week.
Absolutely. Many clients start with a Quick Win and expand as they see results. We design with future growth in mind.
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