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Industry solutions

Professional Services

Billable hours protected by better systems

Agencies, law firms and consultancies lose margin to admin: time capture, engagement tracking and invoicing. Cyntra builds the practice systems that keep utilisation and realisation visible.

Realisation up 9 points

Same-day time capture and approval reduced write-offs.

Invoicing cycle cut to 2 days

Automated draft invoices replaced manual assembly from timesheets.

Outcomes achieved by specific clients in specific circumstances. Not a prediction or guarantee — see our Terms and Conditions.

The problem

What we consistently see in professional services

  • Time captured late and inaccurately, eroding realisation
  • Engagement scope and change orders tracked in email
  • Invoicing cycles delayed by manual assembly
  • Resource conflicts discovered after commitments are made
  • Client reporting rebuilt from scratch each month

Automation opportunities

01Timer and calendar-derived time capture with approval flow
02Automated draft invoices from approved time and expenses
03Change-order workflow tied to the engagement record
04Utilisation and pipeline alerts for practice leads
Explore process automation
Recommended services

Engagements that fit professional services operations

These are the services we most commonly deliver in this sector, selected because they address the challenges above rather than because they are our largest engagements.

Recommended software

Platforms suited to this sector

Deployable in days and configurable to your process — often removing the need for a custom build entirely.

Recommended
Billing Systems

Cyntra Billing Suite

Invoicing, subscriptions and collections that run themselves

Automated invoicing, subscription billing, dunning and payment reconciliation.

InvoicingSubscriptionsPaymentsDunning+3 modules
Industry fit: professional services, education, healthcare +2
$299/ month
Setup
7–14 business days
Subscribe
Recommended
Client Portals

Cyntra Client Portal

The self-service surface your clients keep asking for

Secure client portal for project status, documents, approvals, invoices and support.

AuthenticationProjectsProposalsInvoices & Receipts+3 modules
Industry fit: professional services, construction, real estate +3
$269/ month
Setup
7–15 business days
Subscribe
Popular
CRM Systems

Cyntra Pipeline CRM

B2B sales pipeline with quoting and forecast discipline

Lead-to-close pipeline management with quoting, sequences and forecasting built for B2B deal cycles.

Leads & EnrichmentAccounts & ContactsDeals & PipelineQuotes & Proposals+4 modules
Industry fit: professional services, real estate, nonprofits +2
$349/ month
Setup
5–10 business days
Subscribe
Project Management Systems

Cyntra Project Hub

Delivery tracking with margin visibility

Project management with milestones, time capture, resourcing and profitability reporting.

ProjectsMilestones & TasksTime CaptureResourcing+4 modules
Industry fit: professional services, construction, nonprofits +2
$319/ month
Setup
7–15 business days
Subscribe
Security & compliance

What must be engineered, not documented

Compliance in professional services is an engineering problem before it is a policy problem. These are the controls we build in from the architecture phase rather than retrofitting before an audit.

Matter and engagement level access control
Confidentiality walls between conflicting engagements
Encrypted client document repository
Retention and legal-hold controls
Sector evidence

Professional Services engagements with measured results

professional services15 weeks

Recovering nine points of realisation for a consultancy

Management consultancy, 60 consultants

Challenge

Time was captured late — often reconstructed at week-end — which eroded realisation through forgotten work and unbillable write-offs. Engagement scope changes were agreed in email and frequently absorbed rather than billed. Invoicing took eight days of partner and finance effort each month.

+9 ptsRealisation rate improvement
8 days → 2 daysMonthly invoicing cycle
TypeScriptReactPostgreSQLMicrosoft Graph
Read the full case study
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Ready to fix a professional services operations problem?

Start with a free 45-minute discovery call. We will tell you honestly whether software is the answer, and what it should cost if it is.

Cyntra Technologies LLC · 212 N 2nd St, Ste 100, Richmond, KY 40475