Professional services
Every hour worked, billed
An unbilled-time report for each client, with draft invoice lines. The partner on each account bills it.
Example workflow
How it runs
The tools it reads, what the agent does with them, what it hands over, and the person who says yes. Nothing is sent until they do.
Reads
Agent
- matches meetings to each client
- finds time worked but not billed
- drafts the invoice lines
Hands over
Approves
Illustrations on made-up examples, not records of client work. Logos name the tools these businesses commonly use; they are their owners’ trademarks and do not mean a partnership or endorsement.
The template
Where this business starts
departments: clients, delivery, billing, hiring already_uses: Microsoft 365 or Google, a CRM, time tracking gaps: time worked but never billed first_pipeline: weekly unbilled-time report per client approves: the partner on each account
Templates on made-up examples, not records of client work. Tool names are examples of what such businesses commonly use, not partners or endorsements.
Templates
Other templates
- RestaurantThe morning brief and the supplier order
- Short-let propertyEvery booking turned round on time
- RetailShop and online stock that agree
- TradesFrom enquiry to invoice without retyping
- Salon and clinicNo-shows rebooked, politely
- Gym and studioLapsing members noticed in time
- Software salesNo lead left untouched
- Multi-site groupEvery site on one page
- ApprovalsNothing leaves without a yes
- WebsitesA website, from brief to live
- AI toolsAI tools set up on your own accounts
- AI modelsMany AI models, one key, a spending cap
Tell us what you're working on
Email is the best way to reach us. A few lines on the problem and the systems involved are plenty to start with.