UK management consultancy
8 days to 4 hours
Monthly invoicing
Monthly invoicing from 8 days to 4 hours
Contracts & associatesFinance & invoicingReporting & MI
01 · Contracts and associates
Contracts in seconds, not hours. Associates managed in one place.
Contracts and SOWs generated from CRM data, approved, signed and filed without anyone copying fields between documents.
In short
We automate the contract lifecycle for professional services firms: contracts and statements of work generated from your CRM, routed for approval, sent for e-signature and filed automatically, with associate and contractor records kept in one place. For one UK consultancy, contract generation went from hours to seconds.
Sound familiar?
Signs this is costing you more than it should.
- Contracts and SOWs drafted by copying details from the CRM into Word templates
- Approvals chased over email, with nobody sure what's waiting on whom
- Signed documents saved in different places, or not at all
- Associate or contractor details spread across spreadsheets and inboxes
What we automate
What changes, step by step.
- 01
Document generation
Contracts, SOWs and engagement letters built from deal and project data in your CRM.
- 02
Approval routing
The right people approve in the right order, with status visible at every step.
- 03
E-signature
Approved documents sent for signature automatically, with reminders.
- 04
Filing
Signed copies saved to the right folder in SharePoint or Google Drive, linked back to the record.
- 05
Associate records
One view of every associate or contractor, their contracts, rates and activity.
- 06
Renewals and expiries
Upcoming end dates flagged before they become a problem.
Works withHubSpotSalesforceSignableDocuSignSharePointGoogle Driveand most tools with an API
Proof
Monthly invoicing from 8 days to 4 hours.
UK management consultancy. Read how we did it
Before
8 days
- 01Work out which associate invoices are expected
- 02Chase missing invoices by email
- 03Check each one against the contract and SOW
- 04Re-key approved invoices into Xero
- 05Compile the month-end report by hand
After
4 hours
- 01Expected invoices listed automatically from CRM contract data
- 02Missing invoices flagged and follow-ups sent automatically
- 03Received invoices checked for accuracy and completeness
- 04Approved invoices automatically pushed to Xero
- 05Dynamic reports built from live data
Results
Where we've done this.
Questions
Common questions.
Can you use our existing contract templates?
Yes. We start from the templates and clauses you already use and map each field to the data that fills it, so documents look exactly as they do today, minus the copying.
Which e-signature tools do you work with?
Signable, DocuSign and other tools with an API. If you don't have one yet, we'll recommend the simplest option for your volume.
What happens when a contract needs a non-standard clause?
The standard parts are generated automatically and the document is flagged for a person to edit before approval. Automation handles the routine; people handle the exceptions.
Also automated
The rest of the operation.
- 02
Finance and invoicing
Expected, received and missing invoices tracked in one place, checked against what was agreed and pushed into your finance system.
8 days to 4 hrs
Monthly invoicing run
- 03
Reporting and management information
Management and client reports built automatically from the systems that hold the numbers, with AI drafting the commentary.
Live data
Management reporting, no month-end spreadsheet build
- 04
Email triage and request fulfilment
Inbound requests read, classified, costed and routed by AI, then fulfilled through automated workflows, with people handling the exceptions.
6 wks to 4 days
Time to triage and fulfil a request
- 05
Research and outreach
Company and executive research, scoring, reporting and first-draft outreach prepared by AI and approved by a person.
70–90%
Estimated reduction in hands-on research time
Free Operations Audit
Find out what contracts and associates automation would save you.
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