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.
Apex Legal
Series A docs
Northbridge Capital
Q2 advisory
Marlow & Co
Tax restructure
Beacon Holdings
Compliance audit
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 EZYE
- 3+ days to onboard a new client
- Chasing documents over email
- Manual timesheet & invoice entry
- Reporting done by hand weekly
After EZYE
- Intake completed in minutes
- Auto-collection of docs & signatures
- Time tracked and invoiced automatically
- Live dashboards with zero effort
Custom automations for professional services
Every build is scoped to your operations. Not a template.
New client signs
Form · email · referral
EZYE automates
Onboard → collect docs → track time → invoice
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.
How it works
From first call to fully automated in weeks, not months.
Strategy session, free
Day 1 · 30 min
A quick call to understand how your operations run and where time and money is leaking. No obligation.
We build
Week 1–2
Custom automations scoped to your workflows. Not a template. Built, tested and documented.
You're live
Week 3 onwards
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."
James R.
Managing Director, Consulting Firm
80%
faster onboarding
"Engagement letters and NDAs auto-generate and go out before the kickoff call ends. Looks ridiculously professional and we close faster."
Sarah K.
Partner, Boutique Law Firm
100%
e-sign rate
"Time tracking was the bane of our existence. EZYE captures every billable minute from Slack and calendar. Revenue jumped 22% with no extra hours."
David T.
Director, Strategy Consultancy
+22%
billed revenue
Book your free strategy session
A free 30-min call to understand how your operations run and where the biggest wins are. If it's a fit, the next step is the EZYE Operations Audit. No obligation.
- Automated client intake
- Time-to-invoice pipeline
- Project health dashboards
- Client communication flows
Our services