Consulting Firm OS Case Study | Professional Services Automation
Back to Case StudiesProfessional Services Workflow OS
System coordinating tasks, contracts, invoicing, and client communication for consulting firms.
This Professional Services AI automation case study explores Professional Services Workflow OS. Tags: Professional Services, Workflow Automation, Integration, Reporting, OpenAI, Retool, Make.com, AI Automation.
+23%
Billable Hours Captured
Dramatically Reduced
Deliverable Delays
Real-Time
Partner Visibility
Overview
A fast-growing consulting firm needed a centralized system to manage client intake, deliverables, approvals, and bookkeeping. The system increased billable hours captured by 23% and gave partners real-time visibility.
Challenges
Work happening via email, Google Drive, Slack
No central record of tasks or deadlines
Revenue leakage due to unbilled hours
Contract versions scattered
Manual weekly reporting
What We Delivered
Client intake OS with automated routing
Project management backend with roles, deadlines, time entries
Contract lifecycle engine (draft → review → signature → archive)
Invoicing automation + integration into accounting system
Weekly engagement summary for partners
AI assistant answering client and billing status queries
Tech Stack
Custom backend, React interface, Xero / QuickBooks API, OpenAI RAG, Slack API
Tags
Results
+23%
Billable Hours Captured
Dramatically Reduced
Deliverable Delays
Real-Time
Partner Visibility
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