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AI for professional services firms

AI for professional services firms that bill for their time

A services firm makes money on billable hours and loses it on unbilled time, slow invoices and contractors nobody is coordinating.

Liaison reads time tracking, projects, the CRM and the books together, and closes those gaps every week.

What it handles

  • Utilization by person and by client, every week.
  • Unbilled hours turned into invoices, and invoices chased.
  • Client follow-up and renewals, in your voice.
  • Contractor coordination: assignments, hours and payments kept straight.
Liaison Professional · $629 a month

AI for professional services firms, set up with you, for $629 a month.

  • Connects to the tools you already run with access you grant; nothing is replaced or re-entered.
  • Works in your voice, from your own inbox, calendar and number, and learns how you write from what you have already sent.
  • Approve each kind of work once; it does it the same way every time after that, and shows you the receipt.

On Professional we connect your tools, bring your data in and set up the first rules with you. Anything that moves money waits for your yes.

“Cut our month-end close from 4 days to 4 hours.” Marcus C., owner

$629 a month, or $500 a month on a 12-month term. Prefer to start on your own? Starter is $149 a month, self-serve, with a free trial first: 7 days, no card.

The Gmail inbox inside Liaison, each thread tagged with what was done: Mike Fairview’s invoice thread has a reply drafted, Dana’s Thursday is rebooked and confirmed, North Ridge’s renewal is filed to the account.

Works with the tools you already run

Liaison connects to these and more with access you grant, and reads them together with the rest of your business. Each page shows what it reads and does in that tool.

Questions

Does it work with our time tracking tool?

Yes. Liaison connects to time tracking, project, CRM and accounting tools and works across them.

See it on your own business.

Thirty minutes with us, on your own tools. Bring the thing that eats your evenings and watch it get handled from your own inbox, calendar and books.

Professional is $629 a month and we set it up with you. Starter is $149 a month, self-serve, with the free trial first: 7 days, no card. Every plan is on the pricing page.