TECHAIVVTechnology. Process. People.
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Professional Services

Bill More of Your Expertise. Lose Less to Admin.

We help consulting, legal, accounting and engineering firms connect CRM, project, time, billing and knowledge systems. Utilization becomes visible, delivery gets predictable, and AI goes where it saves expert hours, with professionals reviewing every output that reaches a client.

Talk to UsWays to Start
A professional services firm sells time and judgement. Every hour lost to re-keying, chasing timesheets or searching old work is an hour not billed. Connected systems and careful AI give that time back.
Our point of view
Consultant presenting charts on a screen to colleagues

66.4%average billable utilization at professional services firms

95%of professionals expect GenAI to be central to their work within five years

Professional Services Now

Margins Are Tight. Firms Must Work Smarter.

Falling utilization, rising client expectations and fast AI adoption are changing how firms win, staff and deliver work.

Strategic Priorities

The Problems Firm Leaders Bring to Us

Six recurring issues we hear from managing partners, operations, finance and technology leaders. Each one maps to the capabilities further down this page.

  • P01

    Low Utilization, Poor Visibility

    Leaders can’t see who is available, overloaded or on the bench.

    We often hear“We find out about the bench after the month closes.”

  • P02

    Disconnected Firm Systems

    CRM, PSA, time, billing and ERP don’t share data.

    We often hear“The same client exists five times in five systems.”

  • P03

    Revenue Leakage

    Unlogged time, late invoices and scope creep erode margin.

    We often hear“We delivered the work but never billed for it.”

  • P04

    Knowledge Locked in Silos

    Past proposals, precedents and deliverables are hard to find and reuse.

    We often hear“We rebuild what we’ve already done.”

  • P05

    Manual Document Work

    Contracts, reports and engagement letters are drafted and reviewed by hand.

    We often hear“Our best people spend hours on first drafts.”

  • P06

    Client Experience Gaps

    Clients chase status updates by email, with no shared view of their work.

    We often hear“Clients ask us where things stand every week.”

Segments

Who We Work With in Professional Services

Each type of firm bills, staffs and protects client information differently. We shape the work to fit.

  • Consultants discussing charts on a flip chart

    Consulting & Advisory

    Management, strategy, IT and HR consulting

    Connect pipeline, staffing, delivery and billing for predictable margins.

    • Managing Partner
    • COO
    • Resource Manager
  • Advisers meeting with a client across a desk

    Legal Firms

    Law firms, in-house legal teams, legal services

    Organise matters, documents and precedents with secure, governed AI.

    • Managing Partner
    • Knowledge Lead
    • Legal Operations
  • Accountant working through documents with a calculator and laptop

    Accounting, Tax & Audit

    CA firms, audit, tax and advisory practices

    Automate client onboarding, document collection and engagement workflows.

    • Partner
    • Practice Head
    • Firm Administrator
  • Two colleagues planning a project on a flip chart

    Architecture & Engineering

    Design, engineering and project consultancies

    Connect projects, resources, documents and financials in one view.

    • Principal
    • Project Director
    • Finance Head

Value Chain & Use Cases

Where We Help Across the Client Lifecycle

Use cases we deliver at each stage, tagged by the capability behind them.

  1. Win

    • CRM and pipeline integration with forecastingIntegration
    • AI-assisted proposals from past winning workAI

  2. Onboard

    • Client intake, KYC and conflict-check workflowsAutomation
    • Engagement letter generation and e-signatureAutomation

  3. Staff

    • Resource planning and skills matchingData
    • Utilization and capacity dashboardsData

  4. Deliver

    • Knowledge search across precedents and deliverablesAI
    • Client portals with live status and document sharingEngineering

  5. Bill

    • Time, PSA and billing system integrationIntegration
    • Unbilled time and invoice follow-up automationAutomation

  6. Review & Grow

    • Project profitability and realisation reportingData
    • Client health and cross-sell insightsAI

Sample Engagements

What Working With Us Could Look Like

Typical projects based on the problems above, with what we would measure.

Two colleagues reviewing figures on paper beside their laptopsIllustrative engagement

Consulting Firm

One View of Pipeline, People and Margin

Situation
CRM, staffing and billing sit in separate tools, so leaders see utilization and margin only after the month closes.
What we would do
Integrate CRM, PSA, timesheet and finance data, and build live dashboards for utilization, bench and project margin, with alerts for overruns.
  • Higherbillable utilization (target)
  • Earliervisibility of margin risk

Capabilities

Capabilities Mapped to Your Priorities

See which of our practices answers each priority, so you know where to start.

  • Application Engineering

    Client portals, internal apps, APIs

    1. Low Utilization, Poor Visibility: not a main fit
    2. Disconnected Firm Systems: supporting
    3. Revenue Leakage: not a main fit
    4. Knowledge Locked in Silos: not a main fit
    5. Manual Document Work: not a main fit
    6. Client Experience Gaps: primary fit

  • AI & Intelligent Automation

    Knowledge assistants, document AI

    1. Low Utilization, Poor Visibility: not a main fit
    2. Disconnected Firm Systems: not a main fit
    3. Revenue Leakage: not a main fit
    4. Knowledge Locked in Silos: primary fit
    5. Manual Document Work: primary fit
    6. Client Experience Gaps: supporting

  • Data Engineering & Analytics

    Utilization, margin, pipeline reporting

    1. Low Utilization, Poor Visibility: primary fit
    2. Disconnected Firm Systems: supporting
    3. Revenue Leakage: supporting
    4. Knowledge Locked in Silos: not a main fit
    5. Manual Document Work: not a main fit
    6. Client Experience Gaps: not a main fit

  • Integration & Workflow Automation

    CRM, PSA, time, billing, ERP

    1. Low Utilization, Poor Visibility: supporting
    2. Disconnected Firm Systems: primary fit
    3. Revenue Leakage: primary fit
    4. Knowledge Locked in Silos: not a main fit
    5. Manual Document Work: supporting
    6. Client Experience Gaps: supporting

  • Cloud, DevOps & Platforms

    Secure, scalable, monitored platforms

    1. Low Utilization, Poor Visibility: not a main fit
    2. Disconnected Firm Systems: supporting
    3. Revenue Leakage: not a main fit
    4. Knowledge Locked in Silos: not a main fit
    5. Manual Document Work: not a main fit
    6. Client Experience Gaps: not a main fit

  • Secure & Governed Design

    Client confidentiality, access control, audit trails

    1. Low Utilization, Poor Visibility: not a main fit
    2. Disconnected Firm Systems: not a main fit
    3. Revenue Leakage: not a main fit
    4. Knowledge Locked in Silos: supporting
    5. Manual Document Work: supporting
    6. Client Experience Gaps: supporting
  1. P01 Low Utilization, Poor Visibility
  2. P02 Disconnected Firm Systems
  3. P03 Revenue Leakage
  4. P04 Knowledge Locked in Silos
  5. P05 Manual Document Work
  6. P06 Client Experience Gaps

How We Work

Five Steps From Challenge to Measurable Result

Client-confidential data stays within agreed boundaries, and AI outputs are always reviewed by your professionals before they reach a client.

Discuss Your Firm’s Priorities

  1. Discover the Challenge

    Understand your practices, systems, workflows, data and client commitments.

  2. Define Scope & Measures

    Agree use cases, deliverables, baselines and the metrics that matter, such as utilization, realisation and turnaround time.

  3. Design With Controls

    Plan architecture, integrations, confidentiality, access by client and matter, and human review.

  4. Build & Test

    Develop the solution and test it against agreed acceptance criteria with your practitioners.

  5. Roll Out & Improve

    Launch with one practice or team, measure results, then extend firm-wide.

FAQs

Questions Firm Leaders Ask Us

Still have a question?

Talk to us about your practices, systems and goals.

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Can TECHAIVV integrate our CRM, PSA, time and billing systems?

Yes, through APIs, middleware and workflow automation. What’s possible depends on each system’s interfaces, data quality, access permissions and your firm’s security policies.

How do you keep client information confidential when using AI?

We design for access control by client and matter, approved data boundaries, audit trails and private or enterprise AI deployments. Client data isn’t used to train public models, and usage follows your firm’s policies and professional obligations.

Will AI replace professional judgement?

No. AI is best at search, summaries and first drafts. Professionals review, decide and stay accountable for every piece of advice and every deliverable.

Do we need a new practice management system?

Not always. Many firms gain more by connecting and cleaning the systems they already use. We recommend replacing one only when it truly limits the firm.

How do we get started?

With a short discovery of your practices, systems and priorities. Then we agree one use case and its measures, and deliver that first.

Let’s Build Together

Build a Firm That Runs as Well as It Advises

Connect your systems, see your people and margins clearly, and put AI where it gives experts their time back.

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  • Connected Firm Systems
  • Live Utilization
  • Reusable Knowledge
  • Governed AI