Stop billing admin to your billable people.

We automate time-to-bill, utilization tracking, project accounting, and client reporting — then prove the recovery on your numbers, free.

Get your free Snapshot ›

Or book 30 minutes ›

Prefer a ballpark first? Close Cycle Lab or Working Capital Lab.

Systems we meet you in: NetSuite, Sage Intacct, QuickBooks, Salesforce, and your PSA / time-billing stack.

Your world

If this is your firm, we should talk.

Time sheets are late, so invoices are late, so cash is late.

Utilization by person is a manual pull when you finally look.

Engagement profitability lives in three tools that never agree.

Client status reports are written fresh each time, not generated.

Unbilled WIP sits for 60 days before anyone notices.

Staffing decisions are made on last quarter's availability view.

What we automate

From timesheet to client invoice.

Time capture-to-billTime chased, reviewed, and turned into a ready-to-send invoice, without the month-end scramble.

Utilization & realizationA live utilization and realization dashboard by person, team, and engagement type.

Project / engagement accountingBudget, burn, and profitability by engagement, updated as time and costs post.

Client reporting packsRecurring client status reports generated from your data, not written from scratch.

WIP & unbilled trackingAn aged WIP report that flags stale balances before they age past recovery.

Resourcing & pipeline reportingA staffing view that shows open capacity against pipeline so you can staff ahead.

We've operated inside services businesses. Maxwell has rebuilt financial reporting for sponsor-backed professional services and franchise platforms, including engagement profitability tracking, utilization and realization reporting, and time-to-bill workflows, so the automation is built for how these firms actually measure performance.

How engagements run

Start free. Go deeper when billable-hour leakage is clear.

Free · ~2 weeks

AI Value Snapshot

We find leverage in proposal drafting, utilization reporting, client reporting, and admin that eats billable hours.

Get my free Snapshot ›

From $5,000

Close Sprint

Client reports that write themselves, time-and-expense flows without the chasing, or proposals from your best work.

See automation services ›

From $5,000

Team Workshop

Hands-on Claude training for practitioners on your real engagements — higher leverage across the firm.

See how workshops work ›

From $3,500/mo

Run & Extend

A standing AI-operations partner: new automations monthly, everything maintained, your team supported.

See how retainers work ›

FAQ

Common questions

Will this eat billable hours or free them?

It frees them. We automate proposal drafting, utilization reporting, time-to-bill, and client reporting — the admin that eats billable capacity.

Do you train our practitioners on Claude?

Yes. Team workshops run on your real engagements, so the firm works at higher leverage.

How do we size WIP and billing delay?

Open the Working Capital Lab for an illustrative cash-unlock band, then measure time-to-bill on a Snapshot.