Billable hours shouldn't wait to be billed.

AI agents for professional services firms

Billable hours shouldn't wait to be billed.

Time sits in the PSA, invoices in the ERP and WIP in a spreadsheet. We connect them and put agents on billing and collections, so the work you've done turns into cash faster.

Project firmsTime to invoice
  • Time and expenses
  • Project billing
  • WIP to invoice
Time to cash

Where billable time leaks out.

SPI Research's 2025 benchmark put billable utilisation at 66.4%, the lowest in its 19 years of data.

StageThe leakWhat an agent draftsWho approves
Time captureTimesheets filled from memory on FridayTime entries from calendar, meetings and documentsThe consultant submits; the PM approves
WIP and pre-billsUnbilled time ages; write-downs decided latePre-bill with aged WIP and suggested adjustmentsThe billing partner or PM
Project billingMilestones and retainers missedDraft invoices from billing schedulesPM confirms the milestone; finance posts
CollectionsDisputes over time detailReminders with the detail attachedThe AR owner sends
Rules to respect

Two rules for AI in professional firms.

Bill actual time

ABA Formal Opinion 512: lawyers billing hourly must bill the time actually spent, even when AI speeds the work up.

Hiring tools

New York City Local Law 144 applies if AI is used in hiring or promotion decisions.

Platforms

Systems we connect.

ERP and CRM
Dynamics 365 Business Central logoDynamics 365 Business CentralNetSuite logoNetSuiteDynamics 365 CRM logoDynamics 365 CRMSalesforce logoSalesforceHubSpot logoHubSpot
FAQ

Questions from firms.

Can AI fill in timesheets?

It can draft entries from calendars, meetings and documents. The consultant submits and the PM approves, and law firms must bill actual time.

How do we reduce unbilled WIP?

Run WIP weekly, list unbilled time by age and draft pre-bills early, so partners decide write-downs before month-end. Business Central supports five WIP methods.

Which systems do you work with?

Business Central Projects and Dynamics 365 Project Operations, Deltek Vantagepoint and others, with Microsoft 365 as the source for time capture.

What is a good utilisation rate?

Many firms target around 75%; SPI Research's 2025 benchmark averaged 66.4%.

Two weeks · fixed price · you keep the findings

How long from hours worked to cash in the bank?

Find out where your team's week goes, with the hours and dollars attached.

Photos via Wikimedia Commons: Martin Damboldt (CC0), Shixart1985 (CC BY 2.0), Adamhallgmbh (CC BY-SA 3.0 DE), Benchill (CC BY-SA 3.0), Dietmar Rabich (CC BY-SA 4.0), TheVentureStudios (CC BY-SA 4.0), Tupungato (CC BY 3.0).
Book Appointment
Sahil kataria (1)
Sahil Kataria

Founder and CEO

amit Kumar
Amit Kumar

Chief Sales Officer

Talk To Sales

USA

+1 270-550-1166

flag

+1 270-550-1166

Phil J.
Phil J.Head of Engineering & Technology​
QServices Inc. undertakes every project with a high degree of professionalism. Their communication style is unmatched and they are always available to resolve issues or just discuss the project.​

Turn the Microsoft Licenses
You Already Own Into an
AI Workplace

Join our live webinar on Sept 24 and see five
ways to automate meetings, approvals, and

document search with  tools already in your

tenant.

Assured

Thank You

Your details has been submitted successfully. We will Contact you soon!