Usługi profesjonalne

Branże — Usługi profesjonalne

Prowadź firmę, w której dane myślą o krok przed Tobą.

Salesforce, Init.CRM, PSA, time-tracking and security — implemented for law firms, consultancies, agencies and accounting firms scaling beyond 50 people.

Puls branży

01

Realizacja i utylizacja

Time captured late and billed inconsistently leaks 8-12% of revenue. Most firms accept it as the cost of doing business.

02

Fragmentacja danych klienta

Pitches, engagements, billing, time and matters across 4-6 systems. No single view of the client relationship.

03

Poufność i cyberbezpieczeństwo

Privileged information, M&A data and IP make professional firms high-value targets. Cyber insurance now demands proof.

04

Retencja talentów

Top performers leave when firms cannot show them clear growth paths, modern tools and meaningful work.

Jak pomagamy

Salesforce + Init.CRM

Practice + relationship CRM

CRM tailored to firms: pitches, matters, contacts, conflicts and referrals. Init.CRM extension for partner-driven firms.

PSA + billing

Engagement to cash

Salesforce-based PSA covering staffing, time, expense, billing and revenue recognition. Real-time WIP and AR visibility.

Inithex security

Confidentiality grade

Identity governance, DLP, EDR, secure remote access and Monitoring SOC 24/7 for firms handling privileged client data.

Co widzą klienci

+9%
Wskaźnik realizacji
< 2 days
Time-to-bill (było 21)
24/7
Monitoring SOC
+18%
Przychody z poleceń
Wyróżnione

A regional consulting firm shrinks time-to-bill from 21 days to under 48 hours.

Salesforce PSA replaced 3 legacy tools. Realization climbed 9 points within two quarters. Inithex SOC took client-facing systems under 24/7 monitoring — a requirement for two of their largest accounts.

Operacjonalizuj firmę, którą chcesz być.

30 minut z doświadczonym konsultantem. Diagnostics, benchmarks, no pitch.

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