We automate contracts, billing and client organization. You focus on delivering value.
Time spent writing proposals, organizing documents, sending invoices and chasing clients. Hours that could be billed.
Forgotten renewals, expired contracts, missed deadlines. Information scattered across emails, folders and spreadsheets.
Late invoices, clients who forget to pay, time lost reconciling what was delivered with what was billed.
Processes that run on their own and free up your time
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
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
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
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.
per week recovered for billable work
fewer late payments
contract renewal rate
contracts lapsed by oversight
We integrate without replacing your systems
No-commitment conversation. We learn about your operation and show you what can be automated.