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BEYONDBOXAI INDUSTRY

Professional Services

Software for firms that sell expertise: projects, clients, timesheets and the documents in between.

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  • Guided product consultation
  • ERP-ready integration
  • Built for secure growth
PRBEYONDBOXAI WORKSPACE

Professional Services

Connected workflowsLive insights
ONE CONNECTED PLATFORMLaunch one solution. Extend when ready.
DESIGNED AROUND YOUConfigured for your processes and policies.
ENTERPRISE READYSecure, scalable and integration friendly.

When the product is people's time

Consulting firms, IT services companies, agencies and advisory practices sell hours. Everything that matters — margin, delivery, renewal — depends on knowing where those hours went and whether the work they bought is on track.

The four questions that decide profitability

Is the project on track? Plans, tasks, dependencies and resource allocation in one place, so slippage is visible while there is still time to act on it rather than at the review.

Where did the time go? Timesheets against projects and clients turn utilisation from a monthly guess into a number, and give invoicing something defensible to sit on.

What is in the pipeline? Opportunities, proposals and follow-ups tracked properly, because in a services business the gap between a warm enquiry and a lost one is usually a fortnight of silence.

Where is that document? Proposals, contracts, deliverables and client correspondence held with version control and access rules, rather than scattered across inboxes and drives.

Client requests and internal issues become tracked tickets with an owner and a closing time — which is also the record you produce when a client asks what happened.

CAPABILITIES & MODULES

Everything your team needs to move faster.

Purpose-built modules that simplify daily work while strengthening control, visibility and decision-making.

MODULE 01

Project Delivery

Plans, tasks, dependencies and resourcing with visible progress.

  • Project planning
  • Task collaboration
  • Resource allocation
  • Milestone tracking
Connected workflow
MODULE 02

Client Pipeline

Opportunities, proposals and follow-ups from enquiry to close.

  • Lead & opportunity tracking
  • Proposal follow-up
  • Client history
  • Sales reporting
Connected workflow
MODULE 03

Timesheets & Workforce

Time against projects, plus the HR and payroll behind the team.

  • Project timesheets
  • Utilisation visibility
  • Attendance & leave
  • Payroll & compliance
Connected workflow
MODULE 04

Documents & Client Requests

Version-controlled documents and requests that close with an owner.

  • Document control
  • Access permissions
  • Ticketed requests
  • Resolution tracking
Connected workflow
MODULE 05

Utilisation & Billing

Time against projects, so invoices rest on a record rather than recollection.

  • Project timesheets
  • Billable vs non-billable
  • Utilisation views
  • Invoice backing
Connected workflow
MODULE 06

Resource Planning

Who is available, who is committed, and where the next engagement lands.

  • Allocation planning
  • Capacity view
  • Skill assignment
  • Leave visibility
Connected workflow
MODULE 07

Proposals & Contracts

Version-controlled documents with access rules, not scattered across inboxes.

  • Document control
  • Version history
  • Access permissions
  • Client folders
Connected workflow
MODULE 08

Client Requests

Requests that close with an owner — and a record of what happened.

  • Ticketed requests
  • SLA tracking
  • Resolution history
  • Client reporting
Connected workflow
START WITH YOUR PRIORITIES

Ready to see where your hours actually go?

Thirty minutes on your own projects. We set up one engagement, log time against it, and show the utilisation and pipeline views on your data.

FREQUENTLY ASKED QUESTIONS

Answers before you decide.

01 How granular can timesheets be?
A01

Time can be recorded against a project, a task within it and a client, so utilisation and invoice backing come from the same entries. How granular you go is a policy decision — the system supports task level, but many firms find project level is enough to run on.

02 Does it show utilisation across the team?
A02

Yes. Once time is being recorded, utilisation stops being a monthly estimate and becomes a number you can look at mid-month, when there is still time to act on it.

03 Can we track a pipeline as well as delivery?
A03

Both live in the same platform. Opportunities, proposals and follow-ups sit alongside the projects they become, which matters in a services business where the gap between a warm enquiry and a lost one is usually a fortnight of silence.

04 How are documents kept in order across many clients?
A04

Documents are held per client and engagement with version control and access rules, so the current version of a proposal is identifiable and old drafts do not circulate by accident.

05 Do we need to move everything at once?
A05

No. Most firms start with either projects or the client pipeline, whichever is causing more pain, and add the other once the first is embedded.

06 Can clients see their own project status?
A06

Client-facing visibility is scoped per engagement rather than opened wholesale. What a client can see is a decision you make per project, not a setting that applies to everyone.

PRACTICAL INSIGHTS

Learn, compare and plan your next move.

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YOUR NEXT STEP

Ready to see where your hours actually go?

Thirty minutes on your own projects. We set up one engagement, log time against it, and show the utilisation and pipeline views on your data.