Professional services
Sell expertise, run it like a system
A service catalog, case management, and a process builder — with timesheets, projects, and invoicing that turn delivered work into collected revenue.
01—The work
Cases and processes, not inbox archaeology
Define your services once in the catalog, run each engagement as a case, and let the process builder standardize how work moves.
- Service catalog and templates
- Case management with my-work views
- Process builder for repeatable delivery
- Deals linked to the cases they created
02—The time
Hours that become invoices
Timesheets with approvals record who did what for whom — and the same platform turns that into ZATCA-compliant invoices.
- Timesheets with approvals
- Projects with Gantt for bigger engagements
- ZATCA-compliant invoicing
- AR aging so collections don't drift
03—The practice
The firm behind the fees
CRM for the pipeline, HR for the team, and an AI assistant that answers the partner's questions without a data pull.
- CRM with pipelines and WhatsApp inbox
- HR, payroll, and leave for the team
- AI assistant for reports and document drafts
- Approvals and audit log throughout
Services questions
Can I standardize how we deliver each service?
Yes — the process builder turns your delivery method into a defined flow, so every case runs the same way regardless of who picks it up.
How do hours become revenue?
Timesheets are logged against cases and projects with approvals, and invoicing runs on the same platform — no export between time tracking and billing.
Does it work for retainers?
Yes — recurring invoices handle retainer billing, and cases track the work delivered under each retainer.
Deliver like a firm, not a folder of spreadsheets.
Catalog, cases, time, and billing in one system.