Insights

Practical guides to automating the back office.

What to automate, how to do it safely, and what to avoid. Written from real projects, not vendor brochures.

Browse

All types
Framework
Practical Guide
Industry Playbook
Explainer
Lessons from Delivery

All topics
Accountancy
AI Agents
Client Onboarding
Consultancies
Contracts
Finance Automation
Governance
Invoicing
Marketing Agencies
Reporting
Workflow Automation

Industry Playbook · Consultancies

From winning a client to getting paid: automating consultancy operations

How a consultancy can connect CRM, contracts, associates and invoicing so a won deal becomes a signed engagement and a paid invoice, without replacing the systems it already uses.

4 min read · Updated 11 Nov 2026

Free Operations Audit

Find out what's worth automating.

Book a free 45-minute Operations Audit. You'll get a written summary of your top three automation opportunities, with estimated hours saved, within 3 working days.

Book a free Operations Audit

If there's nothing worth automating, we'll tell you.

What happens next

1Pick a time that suits you
2Tell us briefly which process hurts most
3We map it together in 45 minutes
4Your written summary arrives within 3 working days