Pack 01 · AI Boss
Professional Services (Law, Accounting, Consulting)
1) Who it’s for (ICP)
Law firms, accounting firms, consulting/advisory firms, boutique professional services
Typically 10–300 staff, client work delivered by time/teams
Buyer: Managing Partner / Founder / COO; Champions: Finance lead, Practice managers
2) Core connectors (recommended bundle)
CRM (pipeline, clients, opportunities)
Time tracking / PSA (timesheets, projects/matters)
Billing & accounting (invoices, AR, collections)
Optional: document/workflow tools, HR/payroll
3) KPI pack (what they care about)
Billable utilisation % (by person/team/practice)
Realisation rate % (billed vs worked)
Effective hourly rate (EHR) (revenue / hours)
Gross margin by client/matter/project
WIP (work in progress) ageing
Write-offs / write-downs (volume + value)
Days Sales Outstanding (DSO) / AR ageing
On-time invoicing rate
Pipeline coverage (next 30/60/90 days)
Staff capacity vs forecast demand
Client concentration risk (% revenue top clients)
Project/matter overrun rate (time vs budget)
4) Example insights (what AIboss would say)
“Realisation dropped 6% this month mainly due to write-downs in Practice A—top drivers: Client X and Client Y.”
“WIP ageing is rising: $___ in WIP is >30 days; likely billing bottleneck with Partner Z approvals.”
“Matter ABC is trending over budget by 18 hours; risk of margin loss unless scope is reset.”
“Collections risk: AR >60 days increased; 5 invoices account for 40% of overdue balance.”
“Capacity risk next month: pipeline implies +120 billable hours needed, but current availability is -60 hours.”
5) Typical recommended actions
Prioritise billing approvals; set weekly WIP review cadence
Reset scope/pricing for recurring overrun clients
Reassign work to improve utilisation balance
Launch collections sprint for top overdue invoices
Adjust staffing mix (junior/senior leverage) to improve realisation
6) “Day-14 proof” (pilot success criteria)
Connect CRM + time tracking + billing
Produce: margin by client + utilisation by team + AR/WIP ageing insight
Identify at least 3 actionable leakage points (write-offs, overruns, overdue AR)
Professional Services (law/accounting/consulting-style services)
Advantages
Highlights realisation and write-off drivers early (where profit is being lost).
Makes WIP ageing and billing bottlenecks visible to speed up invoicing.
Improves DSO/collections focus with prioritised AR actions.
Clarifies capacity vs pipeline so partners can balance workload and staffing.