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Professional Services

Less admin.
More billable hours.

We automate contracts, billing and client organization. You focus on delivering value.

The cost of invisible work

Hours lost to admin

Time spent writing proposals, organizing documents, sending invoices and chasing clients. Hours that could be billed.

Contracts and deadlines

Forgotten renewals, expired contracts, missed deadlines. Information scattered across emails, folders and spreadsheets.

Manual collections

Late invoices, clients who forget to pay, time lost reconciling what was delivered with what was billed.

What we automate

Processes that run on their own and free up your time

Client Onboarding

Welcome and setup created automatically

New client

Contract signed

Welcome kit sent

Automatic welcome

Folder created

Structure in place

Ready to start

Everything set up

Contract Management

Alerts and renewals on autopilot

Contract logged

Expiration recorded

Alerts scheduled

60, 30 and 15 days before

Proposal generated

Renewal pre-filled

Renewal secured

Status always current

Project Billing

From delivery to payment, on time

Milestone reached

Delivery triggers the process

Data compiled

Hours and amounts gathered

Invoice sent

Formatted and delivered

Payment tracked

Reminders until paid

Typical results

Your time goes back to what generates revenue: serving clients, closing projects, delivering results.

Admin happens in the background. Contracts renew, invoices go out on time, and clients get their reports without you having to remember.

8h

per week recovered for billable work

45%

fewer late payments

95%

contract renewal rate

Zero

contracts lapsed by oversight

Tools you already use

We integrate without replacing your systems

WhatsApp
WhatsApp
Gmail
Gmail
Outlook
Outlook
Google Calendar
Google Calendar
Google Drive
Google Drive
OneDrive
OneDrive
Excel
Excel
Word
Word
Google Sheets
Google Sheets
Trello
Trello
Notion
Notion
Slack
Slack
Zoom
Zoom
ContaAzul
ContaAzul
Pipedrive
Pipedrive
DocuSign
DocuSign
HubSpot
HubSpot
Asana
Asana

Ready to get your productive hours back?

No-commitment conversation. We learn about your operation and show you what can be automated.