Professional Services
Sell expertise, not admin time.
Professional services firms sell hours and expertise — then lose both to scattered tools, manual status updates, and client questions that should answer themselves. We build the system that lets you deliver instead of chase.
Sounds familiar?
- Clients email for updates you should be able to show them.
- Scope creep is invisible until the invoice dispute.
- Every proposal is rebuilt from scratch in a Word doc.
- Time tracking is a Friday-afternoon guessing game.
What we build.
Every step runs through the Ticket Portal — status, owner, logs, no mystery.
- 01
A client portal that answers questions.
Status, deliverables, and invoices visible to clients — so your inbox stops being a status page.
- 02
Scope on rails.
Engagements tracked against scope in real time, with change requests logged before they become arguments.
- 03
Proposals in minutes.
Templates, pricing logic, and e-signature wired together so a quote takes minutes, not evenings.
- 04
Time that tracks itself.
Work logged where it happens, rolled into invoices without the Friday archaeology.
What you end up with
Clients see progress without asking, scope stays honest, and the hours you sell are the hours you bill.
Other industries.
Lenders
Leads in one tool, files in another, status updates by phone. We connect lead generation, CRM, borrower and broker portals, and reporting so deals move without the chasing.
See what we fixConstruction & Trades
Quotes in inboxes, job costs in notebooks, schedules on a whiteboard. We wire quoting, dispatch, and job tracking into one flow your crew actually uses.
See what we fixOperations & Field Services
Distributors, logistics, maintenance — dispatch by spreadsheet and stock counted by memory. We connect orders, inventory, and the field into one source of truth.
See what we fixRetail & E-commerce
Shopify, marketplaces, inventory, shipping — each in its own tab. We stitch storefront, stock, and fulfilment together so nothing falls between platforms.
See what we fixTHE SMITHERS FIELD GUIDE
A useful place to start.
Client onboarding that doesn't rely on someone's memory
Map a client onboarding workflow with clear triggers, owners, missing-information paths, and a delivery-ready acceptance check.
Collect client documents without endless reminders
Create a document collection workflow that distinguishes requested, received, accepted, and missing items with clear reminder rules.
Turn a signed proposal into an owned project
A sales-to-delivery handoff template for accepted scope, promises, dependencies, contacts, and a clear delivery acceptance step.
Got something
long and annoying?
Send it over. We scope it, ticket it, and get it off your desk.