Professional Services.
Practice management and billing systems for Philippine professional services firms. Every engagement on one record, from first call to final collection.
- Practice Management System
- CRM & Project Tracking
- Billing & Collections System
- Client Portal
Operational Challenges We Resolve.
Four problems that cost service firms billable revenue, and how we solve each one.
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ChallengeEnquiries That Go Unanswered
Leads sit in personal inboxes with no owner or follow-up date.
Our solutionOne Pipeline for Every EnquiryEach enquiry is logged, assigned and tracked until won or closed.
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ChallengeProject Status Held by Individuals
Only the person handling the engagement knows its progress.
Our solutionA Shared Project RecordTasks, deadlines, documents and status are visible to the team.
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ChallengeWork Delivered but Not Billed
Billing depends on someone remembering to request an invoice.
Our solutionBilling Triggered by MilestonesThe invoice is raised when the milestone is marked complete.
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ChallengeCollections Followed Up Manually
Receivables live in a spreadsheet and are chased by email.
Our solutionAutomated Statements and RemindersClients get statements and reminders, and view their account online.
And More. Timesheets, retainers, renewals, document approvals and client onboarding are covered too. Tell us yours.
Discuss Your RequirementsA Practice Management System at Work.
What your team sees every day, designed around your process.
- New enquiry5 · assigned
- Proposal sent6 · follow-up due
- Won this month3
- FieldworkCompleted
- Draft reportIn review
- BillingMilestone 2 invoiced
- Current6 invoices
- Reminder sent2 invoices
- Over 60 days1 invoice
Win More Clients. Bill Every Hour. Collect Faster.
A live view of pipeline, utilisation and receivables for partners, and one workspace for the team.
Full Pipeline. Predictable Cash Flow.
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Sales Pipeline VisibilityOpen enquiries, proposals and their value.
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Team UtilisationWho is assigned to what, and what is overdue.
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Billing and Receivables Control
Billed, collected and outstanding per client.
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Profitability per EngagementRevenue against the time and cost recorded.
One Workspace. Less Admin.
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One Task and Deadline ListEvery assignment and due date in a single view.
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Documents With the EngagementFiles are stored against the project, not in email.
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Automated Billing RequestsInvoices and reminders are generated by the system.
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Contracts Signed and TrackedAgreements, renewals and approvals on record.
Solutions for Professional Services.
Start with one or combine them, connected to the systems you already run.
ERP & Business Management System
One operational record from enquiry to accounts.
Billing & Invoicing System
Invoices raised from the transaction, with payments reconciled.
Customer Portal
Customers see orders, documents and balances online.
Reporting & Audit Trails
Live operational reports with a full change history.
One Team. From Assessment to Support.
How we deliver, and what we promise.
- Process-Fit SolutionsBuilt Around Your Process.We learn how your operation runs before proposing a system.
- Seamless IntegrationWorks With What You Run.Connects to your ERP and accounting. Nothing to replace.
- Single Point of AccountabilityOne Accountable Team.One team designs, builds, deploys and supports your system.
- Fixed Scope and CostWritten Scope Before Any Build.Deliverables, timeline and cost agreed in writing up front.
- Fast User AdoptionTraining Included.Management and staff trained and confident before go-live.
- SLA-Backed SupportSupported After Go-Live.Monitoring, fixes and upgrades on an agreed response time.
Tell us where you lose time. We will find the cause and show you where to start.
Analyze Your Bottleneck