Industry Edition · I-8
Engagements, billable hours, proposals and knowledge in one practice system.
The Professional Services Edition is planned for consultancies and service firms, and for associations through Membership & Associations. It links CRM, engagements, timesheets, billing, contracts and knowledge.
Consultancies and service firms sell expertise by the hour or by the engagement. Margins depend on winning the right work, staffing it well and billing every hour. The Professional Services Edition is designed to connect those steps on one shared record.
How the work runs
- Pipeline and proposals. CRM tracks opportunities. Proposals and engagement letters are drafted from templates and stored in Contracts (CLM) once signed.
- Engagements and matters. Each engagement becomes a project with tasks, milestones and deliverables. People and AI agents can both be assigned to tasks.
- Time and utilisation. Timesheets & PSA records billable hours against engagements, with bill rates and resource plans. Utilisation shows who is over- or under-booked.
- Billing. Billable time and fixed-fee milestones become invoices in Billing & Invoicing.
- Knowledge. Past proposals, deliverables and research live in Knowledge with permissions, so teams reuse work without exposing one client's data to another.
- Associations. Member-based bodies can add Membership & Associations for members, plans, renewals, chapters and dues.
Digital Employees
An AI Quote & Proposal Specialist drafts proposals from templates and past work. An AI Sales Assistant turns meeting notes into CRM updates and follow-ups. An AI Meeting Scribe captures action items as tasks. An AI AR & Collections Specialist follows up on overdue invoices politely. Each works for partners and managers under supervision; fees and engagement terms are approved by people.
Confidentiality
Professional body rules and client confidentiality shape how data is shared. Permissions on Knowledge and engagement records are designed to keep each client's work separate.
Challenges
What this Edition is designed to solve
Unbilled hours
Time is logged late or not at all, so revenue is lost.
Proposal effort
Each proposal starts from scratch even when similar work exists.
Uneven utilisation
Some staff are overloaded while others wait for work.
Client confidentiality
Reusing knowledge risks exposing one client's information to another.
Apps & modules
What's in the Edition
Industry records & flows
Built around your records
- Engagements and matters
- Proposals and engagement letters
- Billable hours and bill rates
- Resource plans and utilisation
- Members and dues (associations)
Workflow
Proposal to engagement
- 1
Opportunity is qualified in CRM
- 2
AI Quote & Proposal Specialist drafts the proposal
- 3
Partner reviews and sends it
- 4
Signed engagement letter is stored in Contracts (CLM)
- 5
Engagement project is created from a template
Workflow
Time to invoice
- 1
Team logs time against tasks
- 2
Manager reviews and approves timesheets
- 3
Billable items are grouped per client
- 4
Invoice is raised and sent
- 5
Payment follow-up runs on schedule
Digital Employees
Agents you could rent for this industry
Regulatory pointers
Rules this Edition is designed around
- Professional body rules for the relevant profession. Verify with counsel.
- Client confidentiality obligations. Verify with counsel.
These are pointers for review with counsel, not legal advice. Each is verified before the Edition is sold.
Frequently asked questions
Is the Professional Services Edition available today?
Not yet. The Professional Services Edition is planned for wave W3. Each Industry Edition needs three signed design partners in that industry, a named domain expert and counsel sign-off before it is built.
Can associations use this Edition?
Yes. Member-based associations can add Membership & Associations for members, plans, renewals, chapters and dues.
How is client work kept separate?
Knowledge and engagement records carry permissions, so staff and agents only see the clients they are assigned to.
Build the Professional Services Edition with us
Each Edition starts with signed design partners from the industry. Tell us how your business runs.