Professional services
From proposal to invoice without retyping anything.
Scoping, engagement tracking, time capture and billing on one record — so the number you quoted is the number you bill.
Answer a few questions and we'll design a concept for your process.
PO-4821 · Concrete order
requested mon 9:12a · decided in 5h
$24,600
order total
12%
under budget
2 of 2
approvals
Automated policy checks
Insurance certificate
Valid through 03/2027
W-9 on file
Verified
Budget line remaining
$61,400 of $86,000
Second approver required
Over $20,000 threshold
Decision trail
Vendor quote came in 12% under budget. Moving to approval.
Contractor cert and insurance verified against policy.
Approved. PO generated and emailed to vendor.
Posted to accounting and flagged in scheduling.
Record context
- Project
- Riverside — Phase 2
- Cost code
- 03-3000 Concrete
- Vendor
- Metro Concrete Supply
- Requested by
- D. Chen
- Needed on site
- Apr 24
Attachments
Approval writes back to accounting and scheduling — no re-entry.
Example interface · sample data · no client data shown
How the process runs
One record, start to finish.
- 01
Proposal
Scope and rates are built from your templates, not a blank document.
- 02
Engagement
Accepted scope becomes the live engagement with owners and dates.
- 03
Delivery
Time, documents and decisions attach to the engagement as work happens.
- 04
Invoicing
Billing pulls from logged work — no month-end reconstruction.
Sound familiar
Nothing looks broken. It's held together by memory.
- Scope lives in a PDF nobody re-reads
- Time gets reconstructed at month end
- Realization is only visible after invoicing
What you get
Built for professional services — not adapted to it.
- Proposal-to-engagement handoff
- Scope vs. delivered tracking
- Time and expense on the record
- Approval trail for decisions
- Billing pulled from actual work
- From $250/mo
- Starting monthly license. No $15,000+ dev bill.
- 2 weeks
- To a first working version in your hands.
- 30 min
- Free process audit. You keep the plan.
See what this looks like for your business.
Describe how your process runs today and we'll design a concept for it — interface, automations and all.
Get a custom concept by email, or book a call if you'd rather talk it through.