Workflow Automation for Consulting Firms
This is a representative example of the kind of system we build for consulting and professional services firms.
The problem this solves
Consulting firms often spend significant time on admin: manually generating proposals from templates, tracking time across projects in spreadsheets, calculating invoices at month-end, and chasing clients for approvals. Senior consultants end up doing admin instead of billable work.
What we build
An integrated system that connects proposals, time tracking, and invoicing into a single workflow. Proposals auto-generate from CRM data. Time entries flow into invoices. Client approvals happen through a self-service portal with digital signatures.
Key features
- — One-click proposal generation from CRM opportunity data
- — Time tracking integrated into project management
- — Automated invoice generation from tracked time
- — Client approval portal with e-signatures
- — Utilization dashboards showing billable vs non-billable hours
Tech stack
Built with Next.js and Supabase. Integrates with existing accounting tools like QuickBooks Online.
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