Professional Services (CA, Law, Consulting)
A common, fast-paying leak in most firms: work that was done but never logged, time recorded below what was performed, narratives too thin so the client disputes and the line is written down at invoicing, and unbilled WIP sitting past its useful life. The firm bills a fraction of what it earned, and the rest is invisible until it is gone.
Who has it
CA, accounting and tax firms have it most, where write-downs and unbilled WIP are the signature leak; law firms and advisory and consulting firms have it too, in thin-narrative and unlogged litigation and consultant time. The largest, fastest-paying leak in the sector and the firm's universal entry wedge.
What we build
A read-only pass over the firm's own time-and-billing record that surfaces the recoverable lines, each traceable to a matter and a person, so the finance partner can verify them the same afternoon, then a recurring sweep that keeps catching the leak every cycle. This is the read-only "find the money in your own record" demo: production-reliable, provable, and self-funding because the recovered amount routinely exceeds the diagnostic fee.
What is automated, where AI helps, who signs off
The reliable spine
The reliable spine is deterministic: clean time-and-billing records, the rules that define recoverable lines, the arithmetic that ties each line to a matter and a person, and the exception queue and reporting the finance partner verifies against.
Where AI helps
AI is limited to reading the firm's own time-and-billing record to surface and cluster the recoverable lines (unlogged time, thin narratives, stale WIP) and trace each back to its source; it never owns the number, the approval, the promise or the decision.
Who signs off
A named person signs off anything touching money, a customer promise, a regulated filing, a payment, a price, a credit decision or a people decision.
What changes day to day
Previously-written-off time and stale WIP surface line-by-line; the finance partner recovers what was quietly lost; the firm bills closer to what it earned.
Illustrative outcome
Recoverable WIP and under-captured time surfaced as a real share of a quarter, each line from the firm's own record. Illustrative; final numbers come from your own data.
Illustrative; final numbers come from your own data.
Path to the build
Book a free 60-minute call, then a free Blueprint on the firm's own records. Deep-dive and build, followed by run and govern so the workflow keeps paying back.
Related builds
A free 60-minute call. No cost, no obligation, just a clear read on what is worth building.