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APES for Professional Services

Run Every Client Project the Same Way

Project setup, timesheets, billing and scope changes follow the same steps for every client and team, with a record of who approved what.

Every clientEvery teamBuilt with youFull record of every decision
APES for professional services
Where it goes wrong

Client Work Moves Fast. Approvals Should Keep Up.

Firms run many client projects at once, across different teams. When each team sets up projects, approves time and handles changes its own way, delivery varies, billing goes wrong and nobody sees the full picture.

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Each team sets up and approves projects differently.

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Staff are assigned by chat and spreadsheet.

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Timesheets and billing are approved without a set process.

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Client changes are handled differently every time.

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Internal rules are hard to keep consistent as you grow.

How APES helps

One Way of Working for Every Engagement

APES puts your approval steps and rules into the daily work, so every client project follows the same steps from kick-off to invoice.

Project setup

Every new project is set up, approved and run the same way.

Staffing and assignments

Assignments are approved based on availability and your rules.

Time and billing

Timesheets, billing entries and chargeable work are approved the same way every time.

Client changes

Scope changes are reviewed, approved and tracked before they reach the project.

Use cases

What Professional Firms Run on APES

Example

New project and client engagement

Today: work starts before the scope, team and terms are agreed.

1

The project is raised with the client, scope and team.

2

The commercial terms are added.

3

The partner or manager approves. Above your limit, it goes up a level.

4

Work starts.

5

The record is kept.

Example

Timesheets and billing

Today: time is approved late or not at all, and invoices go out wrong.

1

Staff submit their time against the project.

2

APES checks it against the project and your rules.

3

The manager approves or sends it back.

4

Only approved time goes on the invoice.

Example

Staffing and assignments

Today: people are double-booked, or assigned without anyone signing off.

1

The project asks for people with the right skills.

2

Availability is checked.

3

The resource manager approves.

4

The assignment is recorded.

Example

Client change requests

Today: extra work is agreed in an email, and nobody bills for it.

1

The change is logged with the client's request.

2

The impact on time and cost is added.

3

The manager approves it.

4

The project and billing are updated.

5

The record is kept.

These are examples of how a process can run in APES. Yours is built around your own steps and rules.

Tell Us Where Client Work Gets Stuck

Share the process and what makes it difficult today. We will show you how it would run in APES.

What you get

What Running Your Firm on APES Gets You

Every project set up and approved the same way
Fewer billing mistakes and less unbilled work
Better control of who works on what
A clear view across all client work
Quick approvals that still follow your rules
A record of who approved what, and when
Before you ask

Common Questions

Do I need to replace my accounting or timesheet software?

No. APES sits alongside the systems you already run and covers the requests and approvals that happen around them.

Can each team or client have its own approvers?

Yes. Roles, teams and approval limits are set up to match how your business is organised.

Do I need a developer?

No. Systems in APES are configured, not coded. Our team sets up the first version with you.

What happens after I get in touch?

Our team contacts you to understand the process and what makes it difficult, then walks you through how it would work in APES.

See all industries

Every Client. Every Project. The Same Way Every Time.

Tell us the process that causes your firm the most trouble today. We will show you how it would run in APES.

Share Your Process