Onboard clients in minutes, not days.
Your CRM, project management and billing should work as one. We build the connective tissue between them so your team focuses on client work, not admin.
Get My Free Automation RoadmapFree · No obligation · You keep the build
- 15+
- hrs saved per week
- 80%
- faster onboarding
- 100%
- billable time captured
Client Matters — This week
6.5h auto-synced today
Active matters
14
+2
Billables captured
100%
+34%
Invoiced this wk
$24.6k
+18%
- ALApex LegalSeries A docs12.5hOn track
- NCNorthbridge CapitalQ2 advisory8.0hIn progress
- M&Marlow & CoTax restructure22hReview
- BHBeacon HoldingsCompliance audit4.5hJust started
Billable hours captured · this week
Sound familiar?
The problems we solve every week
Client onboarding takes forever
Every new client means a flurry of emails for documents, contracts and setup. Three days gone before you start the actual work.
Time tracking falls through the cracks
Your team forgets to log time. By Friday, timesheets are guesswork. Billable hours get left on the table.
Invoicing is a weekend job
Matching timesheets to projects, applying rates, sending invoices. It takes hours every month and it's always behind.
No real-time visibility on projects
You find out a project is over-scope after the damage is done. No live view of hours, budget or deliverables.
Before NorthPole
- ✕3+ days to onboard a new client
- ✕Chasing documents over email
- ✕Manual timesheet & invoice entry
- ✕Reporting done by hand weekly
After NorthPole
- ✓Intake completed in minutes
- ✓Auto-collection of docs & signatures
- ✓Time tracked and invoiced automatically
- ✓Live dashboards with zero effort
What we build
Custom automations for professional services
Every build is scoped to your operations. Not a template.
New client signs
Form · email · referral
NorthPole automates
Onboard → collect docs → track time → invoice
Running 24/7
Billable in minutes
Live dashboards updated
From signed contract to billable work in under 10 minutes.
Automated client intake
Digital onboarding forms, auto-document collection, e-signatures and CRM entry. All in one flow.
Time-to-invoice pipeline
Time logs synced to billing automatically. Invoices generated and sent on schedule with zero manual input.
Project health dashboards
Live view of hours vs budget, deliverable status and team utilisation. No more surprise scope creep.
Client communication flows
Automated status updates, milestone notifications and check-in sequences. Clients always know where things stand.
Tools we connect
How it works
From first call to fully automated in weeks, not months.
Day 1 · 30 min
Free strategy session
We map your operations live and show you exactly where time and money is leaking.
Week 1–2
We build
Custom automations scoped to your workflows. Not a template. Built, tested and documented.
Week 3 onwards
You're live
Ops run without you. We monitor and iterate. You own the build — cancel us, keep everything.
“Client onboarding went from a 3-day email chain to a 10-minute automated flow. Our team now spends their time on actual client work.”
“Engagement letters and NDAs auto-generate and go out before the kickoff call ends. Looks ridiculously professional and we close faster.”
“Time tracking was the bane of our existence. NorthPole captures every billable minute from Slack and calendar. Revenue jumped 22% with no extra hours.”
Get your free automation roadmap
We'll map your operations live and show you exactly where time and money is leaking. You keep the roadmap either way.
- ✓Automated client intake
- ✓Time-to-invoice pipeline
- ✓Project health dashboards
- ✓Client communication flows
Book your free services audit
Our services