Intake and onboarding
One intake that sets up each new engagement everywhere it needs to exist, with nothing re-typed.
Systems & automation →Home / Industries / Professional services & advisory
Industries · Professional services & advisory
Cleaner intake, smoother engagements, reporting partners trust.
Client onboarding, engagement letters, handoffs between teams, approvals and utilization reporting for advisory, accounting and consulting firms.
What we hear
Sound familiar?
“Onboarding someone new means entering the same details in five places.”
“Engagement letters wait on one partner’s signature.”
“Utilization numbers take a week, and nobody believes them.”
Where we help
Three places we usually start.
Tools we often see in this sector: Microsoft 365, SharePoint, Teams, HubSpot, DocuSign, QuickBooks, Excel. If yours isn’t listed, that’s rarely a problem.
Engagement workflow and approvals
E-signature routing, clear handoffs and visible status, so nothing waits in an inbox.
Process & operations →Utilization and WIP reporting
Numbers partners can trust, refreshed without a week of spreadsheet work.
Reporting & data →An example of the work
What changes, step by step.
Every engagement starts with a short diagnostic: evidence first, then one practical first move. See a real project →
Today
- Intake arrives by email and phone notes
- Details re-typed into CRM, billing and folders
- Engagement letter sent manually, chased by email
- Work starts before the letter is signed
Proposed
- One intake form feeds CRM, billing and a shared folder
- Engagement letter generated and routed for e-signature
- Work opens automatically once the letter is signed
- Partners see onboarding status in one view
A typical example of the work in this sector, not a specific engagement. The design always depends on your systems, access and approval rules.
What a first engagement delivers
A focused diagnostic, one to two weeks.
- A map of how the work moves today
- Findings tied to evidence, with what still needs validating
- A recommended first move with an owner and measures of success
- A written scope and price for anything that follows
How we work
Carefully, and in writing.
- Read-only access first; never credentials by email
- A mutual NDA before anything sensitive
- Vendor-neutral: no software resale or commissions
- Documented and handed back when we’re done
Tell us what’s getting stuck.
Start a brief with your industry already filled in. A consultant reads every one and replies within one business day.
Or start from one of these