Skip to content

Professional services

The proposal is late, the timesheet is guessed and the invoice is both. We build software for firms that sell time.

Genbays builds custom software for accountants, consultants, agencies and legal practices: proposals and follow-ups, work tracked to the client, and invoices raised from the work that was actually done.

Built in from day one

  • Client confidentiality with access by engagement, and a log
  • Statutory deadlines tracked as first-class items: filings, renewals, hearings
  • Engagement letters, DPAs and NDAs stored against the client

What's slow, and what we build

What's slow

The partner writes the proposal, chases it, does the work, guesses the hours and raises the invoice late. Filing dates and renewals live in a diary. The client emails for an update, and someone stops work to answer.

What we build

Proposals from templates, with follow-ups on a schedule. Every engagement at a stage, with its statutory deadline attached. Invoices raised from the work that was logged, on the date the engagement letter says. A client view of progress, so the update emails stop.

Workflows we usually start with

  1. 01

    Proposal to engagement

    Proposals from templates, follow-ups on a schedule.

    See how

  2. 02

    Work in progress

    Every engagement at a stage, every deadline visible.

    See how

  3. 03

    Time to invoice

    Invoices from tracked work, not from memory.

    See how

  4. 04

    Client records and document control

    Versions, approvals and retention.

    See how

Questions people ask us

We're a small firm. Is this for us?

Especially. In a small firm the partner does the chasing. Every hour we give back is a billable one.

Do you work with our practice software?

We connect to it where it has an export or an API, and we build the flows around it.

Can clients see progress?

If you want them to. A client portal is a small build with a big effect on the number of any-update emails.

Tell us how work moves in your professional services business.

Forty-five minutes, no charge, no pushy follow-up. You'll talk to someone who builds software, not someone who sells it. You keep the workflow map either way.

Book your workflow review