Professional services
Coordinate the work around a client commitment.
Bring staffing, proposals, time records and client intake into processes with clear review and follow-through.
← All industriesConnected work in professional services
Connect client commitments to the team delivering them.
A proposal, staffing plan or billing review needs information from the client brief, project plan and team records. Prepare the context and keep the agreed commitments with their owners.
Bring your existing systems
- CRM
- Project and resource planning
- Time and billing
Connect the accounts and actions your process needs, with the appropriate access and review.
Processes in professional services
Where could you put
Mossaic to work?
Explore 4 examples, from the event that starts the work to the decision and the recorded result.
01Time Entry Classification
Time entries are ready for a billing review.
Time Entry Classification
Time entries are ready for a billing review.
- AI prepares
Suggest classifications from the entry description and engagement context.
- Rules check
Check billing categories, required detail and possible anomalies.
- People decide
The engagement or billing owner approves corrections.
- Systems record the result
Reviewed time records ready for the authorised invoicing process.
02Project Staffing
A project needs a team or its staffing requirements change.
Project Staffing
A project needs a team or its staffing requirements change.
- AI prepares
Assemble skills, availability and project requirements.
- Rules check
Check allocation conflicts and configured staffing constraints.
- People decide
The resource manager confirms assignments and resolves trade-offs.
- Systems record the result
An approved staffing plan with assignments and outstanding dependencies.
03Proposal Generation
A proposal is requested.
Proposal Generation
A proposal is requested.
- AI prepares
Prepare a draft from the brief, approved templates and relevant prior work.
- Rules check
Check the required sections and commercial review thresholds.
- People decide
The engagement owner approves scope, pricing and the final proposal.
- Systems record the result
An approved proposal and a record of the commitments made.
04Client Intake
A prospective client requests an engagement.
Client Intake
A prospective client requests an engagement.
- AI prepares
Summarise the client need and gather intake and party information.
- Rules check
Check required intake fields and initiate the applicable conflict checks.
- People decide
The engagement owner confirms acceptance, scope and next steps.
- Systems record the result
A client-intake decision with the engagement documents and assigned work.
Engagement owners approve client commitments, commercial terms and staffing decisions. Each process is configured around your records, policies and review requirements.
Start with the work on your mind
Where does your
process get stuck?
Bring a process, a recurring exception or a handoff that takes too much chasing. We’ll explore where Mossaic could help.
Book a demo