Win More Engagements, Bill Every Hour

Talk to a consultant

Sound familiar?

Challenges we hear from legal, accountancy, consulting, and recruitment firms.

Billable hours are leaking

Time tracking is manual and inconsistent, so client invoices miss real effort.

No visibility into pipeline vs. capacity

Partners can't see if new business will overload the team or leave people idle.

Client history scattered across inboxes

Engagement history lives in individual staff mailboxes, not a shared system.

Billing is slow and error-prone

Invoices take days to prepare and often need correcting after the fact.

Run engagements profitably, end to end

The Microsoft products and services professional services firms rely on.

Project Operations

Time, expenses, resourcing, and billing in a single system built specifically for project-based firms.

Dynamics 365 Sales

Track business development pipeline and client relationships alongside active engagements.

Power BI

Real-time utilisation, margin, and pipeline dashboards for partners and practice leads.

Integration & Development

Connect practice management, document management, and accounting software to Dynamics 365.

Implementation & Migration

Migrate matter, client, and billing history from legacy practice management systems.

Support & Managed Services

Ongoing support so billing and reporting never stall during your busiest periods.

Our Methodology

How We Deliver

A structured five-stage approach that keeps every project on track — from first conversation to long-term success.

Discovery

We learn your processes, pain points, and goals before recommending anything.

Solution Design

We select the right modules, integrations, and data model for your workflow.

Build & Configure

Agile sprints with regular demos so you see progress and can shape the outcome.

Go-Live & Training

We deploy, migrate your data, and train your team so adoption is real from day one.

Ongoing Support

Post-launch, we stay on as your partner — handling updates, enhancements, and issues.

Frequently Asked Questions

Yes. Dynamics 365 Project Operations manages time tracking, expenses, resource scheduling, and client billing in one place, supporting fixed-fee, time-and-materials, and retainer billing models.

Yes. We've configured Dynamics 365 for legal, accountancy, and consulting firms to manage client matters, engagements, and pipeline while integrating with practice-specific tools like document management and time-billing systems.

Project Operations gives you real-time visibility into staff utilisation and upcoming project demand, so you can staff engagements accurately and avoid over- or under-booking your team.

Yes. We regularly integrate Dynamics 365 with accounting platforms, document management systems, and e-signature tools so data flows automatically without duplicate entry.

Related industries

Small & Mid-Size Businesses

Affordable, fast Dynamics 365 rollout.

Membership Organisations

Member onboarding, subscriptions, and engagement scoring.

Healthcare & Social Care

Referral management and care coordination.

Free Consultation Available

Ready to simplify your operations?

Whether you're starting fresh or improving an existing system — our Microsoft-certified consultants are here to help. No obligation, no hard sell.

Book a Free Consultation Explore Our Services