Solution for professional firms
A professional firm sells hours and loses them. Time goes unrecorded, deadlines are held in individual heads, and the work in progress that has been done but not billed is the largest number nobody can see.
What goes wrong
The issues you already have in your business, and what each one looks like once the ITS Global system is running.
| The issue in your business | Fixed with the ITS Global system |
|---|---|
| Time that was worked and never recordedTimesheets are filled in on Friday from memory, or not at all. The hours that go missing are the profitable ones. | Time books against the matter as work happens, so the record is made by doing the work rather than by remembering it. |
| Work in progress is invisibleWork done but not yet billed is the firm's biggest asset and nobody can state it. Billing runs on what somebody remembers to raise. | Unbilled time and costs sit against each matter, so WIP is a number on a screen rather than an estimate at year end. |
| Deadlines held in individual headsFiling dates, limitation periods and renewals are known by the person handling them. If they are ill, the firm finds out the hard way. | Every matter carries its dates, with reminders that do not depend on who is in the office. |
| Matter documents in personal foldersCorrespondence, drafts and evidence live in one person's email and drive, named in their own private convention. | One document set per matter, permissioned, so any authorised person can find the file without asking its author. |
| Fee disputes with nothing to point atA client questions an invoice. Reconstructing what was done, when and by whom takes longer than the disputed amount is worth. | The invoice is backed by the record of work, so the answer to a query is retrieved rather than rebuilt. |
| Onboarding and conflict checks by memoryWhether the firm has acted against this party before is answered by asking the longest-serving partner. | Parties and matters are searchable, so the check is a search rather than a recollection. |
What you get
Every business on this system gets the core below. Your trade switches on the rest — you are not paying for a different product, you are paying for the parts your work actually uses.
01 The core, which nobody chooses
Eleven modules, every trade, no exceptions.
02 Added for professional firms
4 more, switched on for this trade.
For a firm that sells time, the most expensive thing in the building is the hour that nobody wrote down.
Operate → Automate → Intelligence
Start with the essentials. Automate repetitive work. Then turn your business data into actionable intelligence.
Run your business.
Everything you need to manage your core day-to-day operations in one system.
Custom pricing
Talk to our teamLet ITS Global do the repetitive work.
Automate recurring work, follow-ups, approvals, reminders and operational workflows.
Everything in Operate + Automation
Custom pricing
Talk to our teamKnow what’s happening in your business.
Turn your operational data into KPIs, profitability insights, trends and management intelligence.
Everything in Automate + Intelligence
Custom pricing
Talk to our teamEnter once, reuse everywhere, automate the rest.
Professional Services Management Software
| Capability | Operate | Automate | Intelligence |
|---|---|---|---|
| Included in Operate | |||
| Clients | Included | Included | Included |
| Matters and engagements | Included | Included | Included |
| Enquiries | Included | Included | Included |
| Engagement letters and proposals | Included | Included | Included |
| Tasks and milestones | Included | Included | Included |
| Deadlines and statutory dates | Included | Included | Included |
| Documents and versions | Included | Included | Included |
| Time recording | Included | Included | Included |
| Disbursements and expenses | Included | Included | Included |
| Fixed, hourly and retainer billing | Included | Included | Included |
| Invoices | Included | Included | Included |
| Payments | Included | Included | Included |
| Added in Automate | |||
| Automated matter and task workflows | Not included | Included | Included |
| Deadline and limitation date alerts | Not included | Included | Included |
| Recurring retainer billing | Not included | Included | Included |
| Timesheet reminders | Not included | Included | Included |
| Document generation from templates | Not included | Included | Included |
| Client approval and signature workflows | Not included | Included | Included |
| Renewal and compliance reminders | Not included | Included | Included |
| Payment and collection reminders | Not included | Included | Included |
| Conflict and onboarding checks | Not included | Included | Included |
| Added in Intelligence | |||
| Matter profitability | Not included | Not included | Included |
| Realisation and write-off rates | Not included | Not included | Included |
| Effective hourly rate | Not included | Not included | Included |
| Fee earner productivity | Not included | Not included | Included |
| Work in progress and unbilled time | Not included | Not included | Included |
| Client value and concentration | Not included | Not included | Included |
| Deadline compliance | Not included | Not included | Included |
| Debtor days and ageing | Not included | Not included | Included |
| Fee income trends | Not included | Not included | Included |
| Management KPIs | Not included | Not included | Included |
Inside this industry
Next step
Describe how a job goes through your business and we will tell you which parts you need, what would have to be added, and what it would cost.
Not your trade?
