Industries
Professional services
In a services business, profitability comes down to time spent against the amount billed. Without time recording, that information does not exist.
Stakes
What weighs on the trade
- Profitability per engagement poorly known
- Unbilled time and silent overruns
- Volume of documents per matter
- Time to invoice and to collect
Critical operations
What must not stop
- Management of matters and engagements
- Recording of time and expenses
- Production of deliverables
- Invoicing and collection
- Client relationship and business development
Why digitalise
What technology changes here
Simple time recording, done as work happens, changes the commercial conversation: the next quotes rest on real durations rather than an optimistic estimate.
What can be automated
- Reminders to record time
- Alerts when an engagement budget is exceeded
- Invoices generated from time and fixed fees
- Graduated collection reminders
- Automatic filing of documents by matter
Capabilities
What we put in place
Software
- Matter and engagement management
- Time and expense recording
- Document management with search
- Invoicing and payment tracking
- CRM and opportunity tracking
Data
- Profitability by engagement, by client and by consultant
- Proportion of time that is billed
- Average time to invoice and to be paid
- Forecast workload by team
Artificial intelligence
- Document search across all matters, respecting access rights
- Help drafting recurring deliverables
- Extraction of information from documents received
Integrations
- Accounting software
- Email and calendar
- Electronic signature
Security
- Strict separation between matters and between clients
- Confidentiality and professional privilege
- An access log on sensitive matters
- Retention and archiving in line with obligations
Our approach
A typical path in this sector
Time recording
Putting in place a way of recording time that is simple enough to actually be done.
Profitability
The first profitability figures per engagement — often instructive.
Invoicing
Invoices generated from recorded time, and collection tracked.
Documentation
Document management and search across matters.
Related services
The services we bring in
Solutions
Related solutions
Work
Related work
Africa Tech Services
A project in the Professional services sector?
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