Professional services. Built around your plan.
Consultancies, law firms, accountants and agencies. Partners winning work, running client delivery and keeping utilisation up, all at once.
Partners chase pipeline in the gaps between client work
Unbilled time and over-budget projects surface at month end
Client knowledge lives in partners’ heads
Each one, handed to Erin
Every problem above becomes something Erin does for you, on a schedule or when it happens. Add the ones you want, and build your system as you go.
Partners chase pipeline in the gaps between client work
Drafts the follow-up and next steps after every client meeting, logged against the client.
CalendarUnbilled time and over-budget projects surface at month end
Flags unbilled time and projects running over budget every week.
EmailCalendarClient knowledge lives in partners’ heads
Client history, open matters and what you want from the meeting, on one page.
CalendarDormant client reactivation
Finds past clients worth a call and drafts a relevant reason to get in touch.
EmailCalendarCapacity check
Spots overloaded teams before deadlines slip.
EmailCalendarPractice priorities
Turns firm strategy into practice goals with owners and measures.
EmailCalendarMore time selling, more meetings booked
A B2B services salesperson gets 1.5 hours a day back from call prep and proposal follow-ups. A senior consultant using Erin for outreach increased outbound tenfold and booked five times as many meetings.