Boutique Management Consulting Firm

Consulting Firm

Boutique management consulting firm | 12 consultants | B2B advisory services

The Problem Draining Profitability

Billable hours were disappearing into admin black holes. Consultants spent 15+ hours weekly on client onboarding, contract generation, meeting scheduling, and proposal creation. High-value experts were doing low-value tasks—and it was killing margins.

The reality: Only 60% of their time was actually billable. The rest? Administrative quicksand.

Our Solution

✓ Client onboarding automation from intake to first engagement
✓ AI-powered proposal and contract generation with e-signature routing
✓ Smart scheduling system eliminating back-and-forth emails
✓ Automated project reporting and client communication workflows

The Results That Boosted the Bottom Line

✓ Billable hours recovered: 12 hours per consultant weekly
✓ $180K additional annual revenue without adding headcount
✓ Client onboarding time: 3 weeks → 3 days
✓ Project delivery efficiency: +35%
✓ Client satisfaction scores improved due to faster response times

“We recovered over $180K in billable capacity in the first year. Our consultants are doing what they’re actually paid to do—consulting, not admin work. Best investment we’ve made.”
— Managing Partner, Consulting Firm