Stop losing billable hours
to admin work.
Accounting firms, law practices, and consultancies lose 20–30% of billable hours to manual time tracking, invoice generation, and client reporting. OASIS automates the back office so your team can focus on clients.
Your back office is costing you
clients and revenue.
Professional services firms are built on expertise — but most of the day goes to work that has nothing to do with it.
Lost Billable Hours
Manual time tracking leaks revenue. Staff forget to log, round down, or skip entries entirely. 20–30% of billable time goes unrecorded.
Slow Proposal Generation
Creating SOWs and proposals takes days of back-and-forth. By the time you send it, the prospect has moved on.
Monthly Reporting Scramble
Client reports require pulling data from multiple sources, formatting, and manual review. It consumes the last week of every month.
Disconnected Invoicing
Time logged in one system, expenses in another, invoices in a third. Reconciliation is a manual, error-prone process.
Pipeline Blindness
No real-time visibility into what is in the pipeline, what is at risk, and what needs follow-up. Opportunities slip through the cracks.
Professional Services Pack
Six pre-configured automation workflows, tuned for accounting, legal, and consulting operations. Built on the OASIS 5-gate methodology.
Time-to-Invoice Automation
Automated flow from time entries to client invoices with approval workflows and payment tracking.
AI Proposal Generator
Generate branded proposals and SOWs from discovery data in minutes, not days.
Client Reporting Engine
Automated monthly client reports with project status, budget burn, and deliverable tracking.
Sales Pipeline Dashboard
Real-time pipeline visibility with lead scoring, follow-up reminders, and conversion tracking.
Document Management
Version-controlled client documents with SharePoint integration and access controls.
Payment Automation
Automated payment reminders, overdue escalation, and cash flow forecasting.
Three phases. One methodology.
Discover
We audit your practice through the OASIS 5-gate framework and map every billable hour lost to manual work. 2-week engagement.
Build
We implement the Professional Services Pack — time-to-invoice automation, proposal generator, reporting engine, and pipeline dashboard. 3–4 weeks.
Grow
We monitor, optimize, and expand your automations monthly. New workflows added as your practice scales. 24/7 monitoring included.
Transparent. No surprises.
Start with a Discover engagement, then choose how far to go. All prices in USD.
Find What's Costing You
One-time · 2 weeks
- Full OASIS 5-gate audit
- Process maps & ROI model
- Every automation opportunity identified
- Prioritized implementation roadmap
- Investment applies toward build
Get the Full Pack Built
Fixed price · 3–4 weeks
- Time-to-invoice automation
- Proposal & pipeline workflows
- Reporting & document generation
- Full testing with real data
- Recorded handoff + team training
Stay Ahead Every Month
Monthly · cancel anytime
Bundle: $9,000 + $2,000/mo — save $2,000
- 24/7 monitoring & optimization
- Monthly performance review
- New workflow additions
- Quarterly ROI review
- Ongoing automation expansion
Bundle Discover + Build + Grow for $9,000 upfront + $2,000/mo and save $2,000 off the standalone price.
The numbers across the market.
See it in practice.
Vertex Financial Partners
"Eliminated 200+ hours of monthly reporting work, unified 4 disconnected systems, and turned a compliance liability into a competitive advantage."
Read full case studyReady to automate your practice operations?
Start with a discovery call. We’ll map every billable hour your practice is losing and show you the ROI before you invest.