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Professional services

Custom software for professional services firms.

Most firms run on a CRM, a project tool, a proposal tool and a stack of spreadsheets, held together by people re-typing the same project. We replace that patchwork with one system built around how your firm wins, delivers and bills its work.

Get a free prototypeSee how it works
2xfaster response to new enquiries
100%of enquiries captured and routed
15 hrsa week of intake admin removed
How a professional services firm made client intake 2x faster.Read the case study

Where firms lose time

The work around the work.

Your people are paid for their expertise. Too much of their week goes on moving information between tools.

What we build for professional services firms

One system, from enquiry to invoice.

We map how your firm runs today, refine it with your team, then build the system to replace the patchwork. Rules handle the routine. AI agents handle the steps that need judgment. Your people make the calls.

1
Enquiry comes in
Captured from email or your website, with the client and scope recorded once.
2
Proposal drafted
Fee by stage built from your rates and similar past projects, ready for a principal to review.
3
Accepted and set up
The proposal becomes the project, with stages, budgets and team. Nothing re-typed.
4
Resourced
Each person's load across projects and offices, weeks ahead.
5
Delivered
Time recorded against stages, variations logged, files linked to your document control.
6
Invoiced
By percentage complete, milestone or time, pushed to Xero or MYOB.
7
Reported
Live margin, WIP and utilisation for every project and the firm.
  1. 1
    Enquiry comes inRules
    Captured from email or your website, with the client and scope recorded once.
  2. 2
    Proposal draftedAI agents
    Fee by stage built from your rates and similar past projects, ready for a principal to review.
  3. 3
    Accepted and set upRules
    The proposal becomes the project, with stages, budgets and team. Nothing re-typed.
  4. 4
    ResourcedYour people
    Each person's load across projects and offices, weeks ahead.
  5. 5
    DeliveredYour people
    Time recorded against stages, variations logged, files linked to your document control.
  6. 6
    InvoicedRules
    By percentage complete, milestone or time, pushed to Xero or MYOB.
  7. 7
    ReportedAI agents
    Live margin, WIP and utilisation for every project and the firm.
  • Rules
  • AI agents
  • Your people

Common starting points

Where firms usually start.

AI agents for professional servicesThe agents that draft proposals, chase timesheets and watch budgets

Works with what you have

One system in place of the patchwork.

The system replaces the CRM, project tool, proposal tool and spreadsheets your firm juggles today. The tools that do a specialist job well stay, connected so information moves on its own.

Replaced
CRM and proposal tools
HubSpot, Pipedrive or PandaDoc
Replaced
Work management tools
monday.com, Asana, ClickUp or Wrike
Replaced
Spreadsheets
Resourcing, WIP and reporting
Your firm
Custom system
Proposals · projects · billing
Connected
Accounting and Microsoft 365
Xero or MYOB, Microsoft 365 or Google Workspace
Connected
Specialist tools and document control
AutoCAD, Revit, 12d, 12d Synergy, SharePoint or Aconex
Your call
Practice management
Total Synergy or Projectworks. Keep and connect it, or bring it into the system
MCPEvery system is MCP-enabled, so your team can ask Claude, ChatGPT or Copilot about projects, proposals and resourcing, with the same access they have in the system.

Built for consultancy work

Secure, accountable and yours.

Data stays in Australia.
Each firm's system runs in its own environment.
Your people stay in control.
Agents draft, check and sort. A person approves anything that reaches a client.
Every action logged.
A full trail of who did what, and when.
You own it.
Your system, your data, your code. No per-seat licences.

How we work

Map it. Prototype it. Build it. Run it.

See our approach
011 to 2 sessions
Map it
We walk the workflow end to end with the people who do the work.
02Free · 7 days
Prototype it
A prototype you click through, then a fixed price for the build.
034 to 8 weeks
Build it
Built in stages, tested with your team, data moved across.
04Ongoing
Run it
Hosted, monitored, supported and improved every month.

FAQ

Frequently asked questions

Will this replace our CRM and project management tools?

Yes. Enquiries, proposals, projects, resourcing and reporting move into one system built around how your firm works. Xero, Microsoft 365 and your specialist tools stay and connect to it.

Do we have to replace our practice management software?

Not necessarily. If it handles time and billing well, we connect to it. If it's part of the problem, the system replaces it too.

Which firms is this for?

Engineering, architecture, surveying, planning, environmental, management consulting and IT services firms that sell expertise by the project.

Can we bring our project history across?

Yes. Open projects, clients and fee history are migrated as part of the build.

How long does it take?

A prototype in seven business days. Most systems are live in 4 to 8 weeks, depending on scope.

What does it cost?

A fixed price for the build, quoted after the prototype, and a fixed monthly for hosting and support. No per-seat licences.

Get started

Show us the workflow that's slowing your firm down.

We'll map it end to end and show you how it could work in seven business days. Free, with no obligation.

What happens next

  1. We reply within one business day to confirm it's a good fit.

  2. One hour with your team to see the process, the systems behind it and what you want to improve.

  3. Seven days later, you click through a prototype of your workflow. We follow up with a fixed price for the full build.

No access to your systems needed. We build on sample data.

Prefer to talk it through? Book a call.

Request your free prototype

Tell us the process. We'll confirm it's a fit on a short call.

Team size

We'll be in touch within one business day.