All work
Professional services · 12 staffLondon
Client reporting that prepares itself.
A focused reporting system pulls live project and CRM data, drafts a clear weekly update in the firm’s house style and queues it for partner review.
The problem
Weekly client updates were assembled by hand from project and CRM systems and written up for each client — a job that absorbed hours of partner time every week.
What the system does
Live project and CRM data is pulled on a schedule and written up as a draft weekly update in the firm’s house style, then queued for the partner who owns the relationship. They read, adjust and approve — nobody assembles an update from scratch.
Professional services
Welcome back, Sarah
Your project
Current stageOn track
Design review
3 deliverables ready
View filesNext update Friday
Added to calendar2–3 hoursof partner time recovered weekly
Reporting workflowCRM dataHuman review
Next step