Intake to approval flowSample data
New
Request #142
In progress
Request #139Request #140
Approved
Request #137
01Time capture by client and fileEveryone logs their time from where they already work.
Professional services
Your team's time, billed down to the last minute.
Legal, accounting and consulting firms that bill by hour, with several clients and files open at once, tracking time in notebooks or messages.
Hours and billingSample data
Billing this month: $386,400
What we solve
What we see most in professional services
- 01Everyone's time, in one placeHours by client and by file, captured where the work happens.
- 02What's billable and what isn'tBillable time against what's already invoiced, by client and by month.
- 03One file per clientDocuments, deadlines and owners for each case or project.
What we can build
This is what we already know how to build for professional services.
Calendar · deadlinesSample data
1234567
Lease — Plant 2due in 3 days
02Deadline and deliverable trackingWhat's due, whose it is, and how much notice you get.
Ask your operationSample data
Which client has the most days past due?
Distribuidora Alfa: 34 days, $86,400 across 3 invoices.
03An assistant that searches your filesFinds the contract, clause or precedent you need.
How it would look in professional services.
This is the kind of system we build for professional services: tell us your case and we'll show you how it would look.
Tell us what's slipping through the cracks in professional services.
In twenty minutes we'll tell you if we can help and where we'd start.
Book 20 minutesor write to us at eliasrul@boost-up.mx