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Professional Services

Deliver more billable work, track it accurately,
and build the AI capability your clients expect.

Armely helps consulting, legal, accounting, engineering, and staffing firms connect their CRM, project, and financial systems, automate the administrative overhead that consumes fee-earner time, and deploy AI tools that accelerate client work.

Book a Free Assessment See What We Do
CRM and PipelineDynamics 365 Sales for relationship management and opportunity tracking
Project and Financial AnalyticsPower BI for utilization, profitability, and billing realization
AI for Fee EarnersCopilot and AI agents for research, drafting, and document review
Industry Challenges

The problems Armely solves for professional services organizations.

These are the technology and operational challenges that come up most consistently in our work with professional services clients.

No Real Visibility Into Utilization and Profitability
Understanding true project profitability, consultant utilization, and billing realization requires bringing together time tracking, project costs, and financial data that rarely sits in one place.
Client Relationships Managed Through Email
Firms that track client relationships in email and spreadsheets lose institutional knowledge when people leave, miss follow-up opportunities, and make it hard for new team members to understand account history.
Slow Billing Cycles and Invoice Disputes
Manual time capture, expense approval, invoice generation, and collections create delay between service delivery and cash receipt. Errors in manual processes generate disputes that take additional non-billable time to resolve.
Knowledge That Lives in People's Inboxes
Proposals, past deliverables, methodology documents, contract templates, and engagement files are scattered across email, personal drives, and inconsistently organized shared folders.
Remote and Hybrid Delivery Teams
Consultants, lawyers, engineers, and accountants working across client sites and remote locations need reliable tools for communication, document collaboration, and work product sharing.
Clients Beginning to Expect AI-Assisted Delivery
Clients are starting to ask how AI is being used in engagements. Firms that have not deployed AI tools for research, drafting, document review, and proposal generation are at an increasingly visible disadvantage.
What Armely Delivers

The right technology for the job, not the same stack for every industry.

Armely selects and implements the platforms that fit your operational requirements, compliance obligations, and existing systems. That may include Microsoft, Snowflake, custom-built applications, or a combination.

Dynamics 365 CRM for Professional Services
CRM implementation using Dynamics 365 Sales configured for your firm's relationship structure, opportunity pipeline, proposal workflow, and client communication so account history and revenue pipeline are visible to leadership and account teams.
Project and Financial Analytics
Power BI dashboards that connect your time tracking, project management, and financial systems to give leadership real-time visibility into consultant utilization, project profitability, billing realization rates, and pipeline by practice or sector.
Billing and Administrative Automation
Power Automate workflows for time approval, expense reporting, invoice generation, engagement letter management, and collections follow-up that reduce non-billable administrative overhead and accelerate the billing cycle.
SharePoint Knowledge Management
A structured SharePoint environment for proposal templates, past deliverables, methodology documentation, and client file management, organized so anyone on your team can find what they need without asking someone who has been there longer.
AI for Client Delivery and Business Development
Microsoft 365 Copilot and custom AI agents for client research, document summarization, proposal drafting, contract review, meeting follow-up, and sector analysis, deployed and governed appropriately for your firm's risk posture.
CRM and Financial System Integration
API integrations between your Dynamics 365 CRM, time and billing platform, project management tools, and financial system so data flows without re-entry and reporting pulls from a single source of truth.
Client Results

Real outcomes for real organizations.

See what Armely has delivered for professional services organizations and across the sectors we serve.

Professional Services

Consulting and legal firms: Dynamics 365, Power Automate approval workflows, and AI knowledge agents.

Healthcare

Swope Health Services and UNMC: data platform and clinical workflow modernization on Microsoft Azure.

Education

Plano ISD: Microsoft 365 governance, SharePoint, and Power Platform implementations across district operations.

Energy

Oil and gas operators: OpenInvoice visibility and AP workflow automation through Invoice Lens.

Read Client Stories on armely.com
Get Started

Ready to discuss your firm's technology needs?

Book a free 30-minute assessment. We will review your current systems and come back with recommendations for improving delivery efficiency and client management.

No spam. No sales pressure. Just a useful conversation.