The work was billable. Nobody wrote it down.
Consultancies, agencies and accounting firms. Your inventory is hours, your risk is confidentiality, and both are managed in the gaps between client meetings.
Engagements, conflicts and hours managed between meetings.
The firm sells hours and carries confidentiality, and both are handled in the gaps between client work — which is why the hour goes unlogged and the conflict gets screened by asking around. Our core employees run the screen against the live matter register rather than anybody’s memory, check engagement documents against the template, and surface unbilled work while it can still be billed. Partners waive, sign and invoice.
What arrives, and how
Client documents, engagement drafts, timesheets and messages in the tools your firm already uses.
What we do with it
Screen against the live register, flag a hand-modified clause, and recover unbilled work weekly rather than annually.
What never leaves your people
Waiving a conflict, signing an engagement letter, issuing an invoice.
A unbilled work review, exactly as Memo filed it.
Every line carries the check that produced it, and anything held stays visible with its reason attached. Structure and logic from a live deployment; values changed.
ConsoleFileEditViewWindowTue 24 Jun 15:38«Esas horas sí se trabajaron, nomás no las capturé. ¿Las puedes facturar tú?»
Memo can recover the entry and attach the evidence for it, but he cannot raise the invoice. The six hours go back into the draft with the partner’s note attached, and the partner is the one who bills them.
Inside your practice and CRM systems — not beside them.
Consultants keep working where they work. What changes is that the conflict screen actually runs, the engagement letter matches the template, and the proposal leaves the same week.
Connected on the systems you already run
Built against the rules you’re audited on
Your checklist is the source of truth, not ours. When a rule moves and the checklist doesn’t, your compliance lead gets told.
Four of our core employees, specialized on your practice.
Each one arrives generic and is taught your sites, your rules and your checklist over roughly three months. Scope and permissions are set per system, by you.
Runs the conflict screen against the live matter register, checks engagement letters against the template, and holds what has been modified by hand.
Their page →
Proposals and pitch material drafted to your format and voice, out the same week rather than the next one.
Their page →
Time, disbursements and invoicing reconciled, with unbilled work surfaced while it can still be billed.
Their page →
Client comms — status, scheduling and the routine request, answered without interrupting delivery.
Their page →Most of it happens between client meetings.
One Tuesday from a live deployment, reconstructed from the audit log. Times are local.
Memo surfaces 14 hours of unbilled work from last week while it can still be billed.
Sara holds a new engagement after finding a supplier relationship to an existing client.
Sam delivers a proposal draft in your format, two days earlier than the partner expected.
Sara reverts a hand-modified confidentiality clause to template v6 and flags it.
Alex handles nine client scheduling requests without interrupting anyone in delivery.
Memo reconciles disbursements and flags two above the client’s agreed cap.
An estimate you can check, not a quote.
Every assumption is written underneath. If one of them is wrong for your operation, the number is wrong — tell us and we’ll run it on your real volumes during the diagnostic.
How many engagement and billing documents do you handle in a month?
Tell us where the
work piles up.
Send us the process that keeps your team late and we'll come back with a concrete read on what an AI employee would take off their hands — not a generic deck.
- A real person reads every message. No chatbot, no ticket queue.
- We reply within one business day, in Spanish or English.
- The first conversation is a 30-minute operational diagnosis. No commitment.
A consultancy of ninety people.
Company name withheld under NDA. Numbers verified by their own internal audit six months after go-live.
Time was logged from memory at the end of the week and conflicts were screened by asking around. Proposals averaged six days from decision to delivery, and unbilled work was found during the annual review.
Sara screens every engagement against the live register and holds what needs a partner decision; Memo surfaces unbilled work weekly; Sam turns proposals around in two days. Nothing is waived on memory.
Two weeks inside your practice, on your real engagements.
Someone from our forward-deployment team works a real intake and a week of billing by hand, maps where the leakage actually is, and shows you exactly where this fits. No commitment either way.