Deployments
Systems running across professional firms
A sample of the intake, delivery, and billing systems we've deployed for agencies and professional service firms.
Brickell Advisory Partners
Proposal automation lifted close rate on new inquiries by 28%.
Meridian Strategy Group
Time capture recovered 18% more billable hours in month one.
Ironclad Consulting Partners
Retainer renewals automated across 40 active clients.
Coral Gables Growth Advisors
Scope-of-work library cut proposal turnaround to same-day.
Doral Talent Solutions
Capacity dashboard prevented 3 overcommitted engagements.
Kendall Consulting Collective
Delivery tracking cut missed deadlines to near zero.
Downtown Miami Legal Advisors
Automated invoicing cut average days-to-pay from 12 to 3.
Westchester Business Consultants
Migrated 6 years of client records with zero data loss.
Aventura Client Success Partners
Client portal rollout cut status-update emails in half.
Pinecrest Growth Marketing
Outcome tracking tied campaign KPIs directly to reporting.