ClearOps for professional services
Bill your expertise, not your admin: a bespoke system for professional services
Consultancies, surveyors, architects and advisory firms sell expert time, yet that time leaks into proposals, onboarding paperwork and project reporting. We build systems that take the repetitive admin off your fee-earners. The routine documents are drafted and assembled for you, so your people stay on the work clients value.
Where the time goes in professional services
- Writing bespoke proposals and SOWs from scratch every time, reinventing the same content
- Onboarding clients with contracts, conflict checks, data requests and kick-off setup
- Fee-earners under-recording time, so projects quietly run over budget
- Pulling project status and financials together by hand for internal and client updates
- Document version chaos across email, SharePoint and shared drives
- Re-keying engagement details into the practice management and accounts systems
What your system does for you
Proposal and SOW drafting
Generate first-draft proposals and statements of work from your library and the client brief, so fee-earners refine and send rather than starting from a blank page.
Client onboarding pipeline
Trigger contracts, conflict checks, data requests and project setup in sequence the moment an engagement is won, so nothing falls between the cracks at handover.
Project status roll-ups
Automatically compile budget, time and milestone data into clean status updates for clients and partners, replacing the Friday-afternoon scramble.
Time-capture prompts
Nudge fee-earners to record time against the right matter and flag projects burning through budget, protecting margin before it's gone.
The systems we connect
How we work with you
Most firms don't want another big software project to manage, so we don't sell you one. We start with a quick Ops & AI Audit, then put you on the ClearOps Plan, one simple monthly plan where we build, run and keep improving your bespoke system for you. You rent the working outcome and we keep the lights on. Big-firm consultancy at a small-business price.
No per-feature stacking. Adding to your system doesn't add fees. Small additions are covered by your plan's monthly capacity, and you only step up a tier when you genuinely outgrow it (Lite, then Core, then Partner). The more your system does, the better the value gets.
Prefer to own the build outright? We do the occasional one-off Own-it Build (from £6,000), but for most firms a Plan is cheaper to start, faster to value and someone else's problem to keep running.
See what admin is costing your professional services firm
Book a free 20-minute Ops Teardown, or start with a £1,200 Ops & AI Audit. Then we build it and run it for you on a ClearOps Plan from £450/mo. Use the calculator first to see the prize.
Questions
Our work is bespoke. Can automation really help?
The thinking is bespoke; the wrapper around it usually isn't. Proposals, onboarding and reporting follow patterns, and that's what we automate, freeing your experts for the genuinely custom work.
Will AI proposals sound generic?
They're built from your own past work and language, then edited by a human before they go out. The aim is to remove the assembly grind, not to send templated waffle to clients.
Where do we start?
Usually with an Ops Teardown to find where billable time is leaking, then a focused sprint on the biggest one. You see a concrete result before committing to anything larger.