Introduction Onboarding shouldn’t be the bottleneck between winning work and getting paid. Yet for many professional services teams, slow intake, missing PO or KYC details, manual contract drafting and invoicing turn days into weeks and introduce costly errors. Document automation — starting with a smart intake and flowing through engagement letters, SLAs and invoices — […]
Introduction If your small firm still loses hours to manual intake, chases missing billing details, or discovers conflicts after work has started, you’re seeing the three problems that sink responsiveness and revenue: undetected conflicts, incomplete client data, and slow engagement setup. Those gaps don’t just frustrate staff — they expose firms to billing delays, client […]