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Industries  /  Professional services firms

You bill less than you agreed. It is discovered at year end.

You bill less than you agreed, and it is discovered at year end.

You bill less than you agreed, and it is discovered at year end.

Where the money goes in professional services firms.

Firms agree a rate, deliver more than they scoped, and write off the difference at year end without ever seeing it accumulate. Utilisation is invisible until the month closes. Partners will not chase their own clients for payment and nobody else can. The biggest client buys one service and hires a competitor for the rest. And when a partner retires, the firm loses the only map of who actually decides inside its largest accounts.

What the first hour looks like, and the number we would agree.

First meeting, no data from you

Realisation by client and partner from one export of your time and billing records.

The number we would propose

Realisation percentage against standard rate, or write-off as a share of billable.

Why that one

Partners feel realisation personally, and it is computable from the time record and the invoice alone.

6 plays in the catalogue for this sector.

Each one is built from the same nine patterns and reads the same memory. The first is priced as a pilot. Every one after it runs on a memory that already exists.

  • FinanceRealisation against standard rate
  • FinanceWrite-off and scope creep
  • FinanceCollection days
  • OperationsUtilisation and bench
  • ConvertProposal and pitch cost
  • RetainClient whitespace and cross-service

Systems we read in this sector.

Nothing is migrated. A connector that does not exist yet is written during delivery and joins the library.

Elite 3EAderantClioLEAPDeltek VantagepointKantataCertiniaHarvestZoho PracticeCCH

Bring four customer names. We run the first play before we meet.