Services OS · Professional Services
Clients, projects, time and billing, connected.
Firms in consulting, legal, accounting, architecture and agencies sell expertise and lose margin to admin. Services OS connects clients, engagements, tasks, time, documents and invoicing.
What we build for a customer
What this page describes is what we build for a customer from our one reasoning core. It is not a complete industry operating system: one is complete today, in real estate.
Professional Services today
Where it hurts today
- Engagements tracked in email threads and personal notes
- Time and expenses captured late or not at all
- Deadlines and compliance dates depend on individuals
- Documents versioned in inboxes
- Profitability per client unknown
Modules
What it runs
- Client and Engagement CRM
- Project and Task Management
- Time and Expense
- Document Management
- Compliance Calendar
- Proposals and Contracts
- Billing and Retainers
- Client Portal
- Resource Planning
- Knowledge Base
- Analytics
Automation
What runs by itself
- Recurring compliance tasks created from statutory calendars
- Timesheet reminders and approval routing
- Invoices generated from approved time and retainers
- Client status updates on milestones
- Document requests and collection from clients
AI
Where AI helps
- Document drafting and review assistance
- Meeting notes turned into tasks and follow-ups
- Effort estimation from historical engagements
- Knowledge search across all firm documents
Next step
Tell us how your business runs today.
Six questions on the homepage turn into a brief addressed to us, or you can write to us directly. Both are addressed to customercare@yalla2x.ae.
If your email app does not open:
customercare@yalla2x.aeOther systems