Time Tracking & Billing Automation
Capture time and generate invoices without manual entry
The problem
Billable professionals spending time on non-billable administrative work is the most expensive inefficiency in professional services. Every hour of admin is an hour not generating revenue. For businesses dealing with administrative overhead, this pain is especially acute.
Client intake, document prep, and reporting consume hours of professional time
Automated workflows handle administrative tasks so professionals focus on expertise
The solution
We build a custom time tracking & billing automation system tailored to your specific workflows, tools, and team. Not a generic template, a system built for how your business actually operates.
- Audit your firm's workflows for automation opportunities
- Configure automated processes for intake, tracking, and reporting
- Integrate with your practice management and billing systems
- Launch with team onboarding and productivity metrics
Expected results
Entire workflow automated from start to finish
Manual handoffs between team members eliminated
Measurable improvement in throughput and accuracy
How we'd approach this
This is typically a Connect Your Systems engagement (2-6 weeks).
Multi-step process automation that handles entire workflows end-to-end. From trigger to completion, no human hand-holding required.
Best for: Teams ready to automate an entire process, not just a single task.
What's included
- Complete workflow automation with multiple triggers and actions
- Integration with your existing tools (CRM, email, project management)
- Process documentation
- Team training session
- 60 days of support
FAQ
2-6 weeks. We'll give you an exact timeline after our discovery call where we assess your specific situation.
Almost always yes. We integrate with most modern business tools including CRMs, email platforms, project management tools, accounting software, and more. If you have a specific tool, just ask.
That's the point. We build for your specific process, not a generic template. Unique processes are what we do best.
60 days of dedicated support is included. We monitor for issues, fix bugs, and help with optimization during this period.
We start by measuring your current process: how long it takes, how many steps, where the bottlenecks are. After implementation, we measure again. Most clients see results within the first week.
Absolutely. Many clients start with a focused implementation and expand as they see results. We design with future growth in mind.
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