Automation for Professional Service Firms That Want to Scale

Stop letting admin work cap your revenue. TacTech.ai gives consulting firms, law practices, agencies, and advisory groups a unified platform to automate their pipeline, manage clients, generate proposals, track projects, and collect payments — so senior talent spends time on billable work, not back-office overhead. Connect it with Customer Management and B2B Account Management for a complete client revenue platform.

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How We Implement
TacTech.ai professional services automation dashboard

Key Capabilities

Pipeline Automation

Capture leads, route them to the right partner, and move opportunities through configurable pipeline stages with automated follow-up sequences.

Client Management

Centralized client profiles with engagement history, key contacts, contract status, and relationship health scores in one view.

Proposal Generation

AI-assisted proposal builder pulls scope templates, rates, and terms to produce client-ready proposals in minutes, not days.

Billing & Invoicing

Automated time capture, milestone billing, and invoice generation with payment tracking and overdue escalation workflows.

Project Tracking

Real-time project dashboards show budget burn, milestone status, team utilization, and delivery risk across your entire portfolio.

Feature Details

Engagement Management

Structure every client engagement with defined deliverables, owners, timelines, and approval gates. Never lose track of what was promised.

Time & Expense Capture

One-click timers, mobile expense logging, and automatic timesheet reminders ensure every billable hour and reimbursable cost is captured.

Client Portal

Give clients a branded portal to view project status, approve deliverables, access invoices, and communicate with their team — no email threads.

Resource Scheduling

Visualize team availability, allocate staff to engagements, and flag conflicts before they become delivery problems.

Approval Workflows

Route proposals, change orders, and invoices through multi-level approval chains with automatic escalation for overdue sign-offs.

Revenue Analytics

Track realized vs. projected revenue, utilization rates, client profitability, and pipeline coverage on a single executive dashboard.

Integrations

Accounting & Finance

Sync invoices, payments, and expense data with QuickBooks, Xero, and NetSuite for real-time financial visibility.

Communication Tools

Connect Outlook, Gmail, Slack, and Teams so client conversations are automatically logged against the right engagement.

Business Intelligence

Export pipeline, utilization, and revenue data to Power BI or Tableau for custom executive reporting and board presentations.

$520K
Revenue Recovered
Previously unbilled time captured in year one
35%
Less Admin Time
Reduction in non-billable overhead per consultant
2.4x
Faster Proposals
Proposal turnaround with AI-assisted generation
“In the first year, TacTech.ai surfaced $520K in revenue we had simply never billed. Our consultants spend 35% less time on admin. The ROI conversation took about ten minutes.”
Sarah Okafor
Managing Partner, Apex Consulting

Frequently Asked Questions

What types of professional service firms does TacTech.ai serve?+
TacTech.ai serves management consulting firms, law practices, marketing and creative agencies, IT services companies, financial advisory groups, and engineering consultancies. Any firm that sells expertise by the hour or by engagement benefits from the platform.
How does TacTech.ai recover unbilled revenue?+
The platform automatically cross-references logged time and expenses against active engagements. It flags hours that were worked but never added to an invoice, meeting notes or emails that reference deliverables not in scope, and expense receipts not yet submitted — surfacing revenue leakage before the billing cycle closes.
Can the proposal builder use our existing templates and rate cards?+
Yes. You upload your scope templates, service descriptions, and rate cards once. The AI proposal builder then assembles client-specific proposals from these assets, applying the correct rates and terms based on the engagement type and client tier.
How does project tracking handle fixed-fee vs. time-and-materials engagements?+
Both billing models are supported. Fixed-fee projects track milestone completion and budget burn against the agreed fee. Time-and-materials projects track hours by team member and role against authorized budgets, with automatic alerts when burn rates exceed projections.
Does TacTech.ai integrate with our existing CRM?+
TacTech.ai includes a full CRM module that can replace your existing tool, or sync with Salesforce, HubSpot, and Pipedrive via bi-directional integration. Contact and opportunity data flows between systems so your pipeline is always current in both places.
How quickly can we get up and running?+
Most professional services firms are operational within 6-8 weeks. We migrate your client data and open engagements, configure your pipeline stages and billing rules, and train your team in structured sessions. A dedicated implementation manager is assigned for the full onboarding period.

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Ready to stop leaving revenue on the table?

Start with pipeline and billing automation, then expand to proposals, project tracking, and the client portal.

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