Industry
Utilisation and scope are the whole business. We build the systems that make both visible before the month ends.
Operations
Common situations to examine during discovery with the people who do the work.
Scope creep is discovered at invoicing.
Extra work is agreed in meetings and delivered without a change record, then the invoice is negotiated down.
Time is entered on Friday from memory.
Late timesheets are inaccurate timesheets, which makes utilisation and project profitability unreliable.
Nobody knows if next month is full.
Resourcing lives in a spreadsheet that reflects intention rather than committed work, so capacity decisions are made late.
Clients ask for status by email, constantly.
Every update is written by hand, which is both expensive and slower than the client would like.
Proposals are rebuilt from the last similar one.
Each proposal starts from a copy, so pricing drifts and content that should be standard is retyped.
We cannot tell which clients are actually profitable.
Revenue is visible and delivered cost is not, so the least profitable accounts survive on the strength of their invoice size.
Software capabilities
Route enquiries, deduplicate contacts and open the appropriate project or matter record. Record scope approval, responsible staff and deadlines. Time entries and billing exports should reference the engagement rather than an unstructured client name.
Build versioned document ingestion, OCR, classification and permission-aware search. Legal practice workflows can include matter timelines, contract reviews, deadline tracking and eDiscovery preparation. AI summaries need citations and professional review, not an assertion of legal accuracy.
Give clients a controlled place to upload files, approve deliverables and see outstanding requests. Separate client-visible documents from internal work product. Connect CRM, calendar, accounting and transactional email through explicit record identifiers.
Related solutions
Integration
Identify the system of record, available interfaces and vendor access before defining the integration scope.
| Pipeline and proposals | Opportunities with staged qualification, and proposals assembled from reusable priced components rather than copied documents. |
|---|---|
| Project and scope tracking | Deliverables, milestones and a change record, so out of scope work is a decision with a price rather than a discovery. |
| Time and utilisation | Time captured close to the work, with utilisation, realisation and project margin reported from it. |
| Resourcing | Forward allocation against committed and likely work, so capacity is visible before it becomes a problem. |
| Client portal | Status, documents, approvals and invoices, which removes the largest category of inbound email. |
| Knowledge retrieval | Retrieval over past proposals, reports and documentation so previous work is reusable rather than rediscovered. |
Security and implementation
Matter or engagement permissions, conflict restrictions, audit trails and deletion holds need deliberate design. Agree confidentiality and retention requirements with the client’s professional advisers. Do not expose privileged material to a model by default.
The final stack depends on existing systems, device requirements and data access.
Your team
Every engagement has a dedicated project manager and a team lead with years of industry experience. Onshore and offshore engineering teams are both available, and the mix is agreed with you.
| Project manager | Dedicated to your engagement, responsible for scope, cadence and delivery |
|---|---|
| Team lead | Years of industry experience, accountable for technical decisions |
| Engineers | Onshore and offshore, sized to the scope agreed in writing |
| Quality assurance | Testing against the specification rather than against the code |
| Coverage | Time zone coverage for North America and Europe |
| Support | Support in English, French, Spanish and Filipino |
FAQ
Yes, once time and cost are captured against the project as they happen. That makes margin a running number rather than a month end finding.
By making entry take seconds and happen close to the work, with prompts from calendar and task activity. Nothing makes a Friday reconstruction accurate.
Yes, with entitlement tracking against the retained amount and visibility of over and under delivery.
Yes, with a recorded identity, timestamp and version, which is what makes a scope conversation short.
Yes. Retrieval over proposals, reports and documentation, filtered by the permissions that apply to each document.
Yes. Invoices and payment status flow both ways so accounting remains the financial record.
Tell us where the current process breaks down. We can map the workflow, examine the integration requirements and define a practical scope for the build.