Run a Professional Services Firm Without Six Vendor Logins.
Agencies, consultancies, accounting firms, and law practices run on PSA (Kantata, Big Time, Replicon) + CRM (Salesforce, HubSpot) + finance (QuickBooks, Xero) + collab (Slack, Notion) + time tracking (Harvest, Toggl) — paying per-seat at every layer. Aeion's professional-services stack — CRM + Finance + Workspace + Collab + Appointments + Forge — unifies project management, time tracking, T&M / fixed-fee / retainer billing, per-project profitability, client portals, and document management on one tenant database.
What Aeion Ships for Professional Services
Project + Engagement Management
Per-project lifecycle (proposal → SOW → kickoff → execution → invoicing → closeout). Per-engagement profitability tracking. Multi-project per-client rollups. Aeion Forge handles agent + human team coordination. Read Forge →
Time Tracking + Billing
Per-staff time entry with project + task allocation. Auto-generate invoices from time. Multi-rate billing (per-staff + per-project + per-task). T&M, fixed-fee, retainer all supported. Per-engagement WIP (work-in-progress) tracking.
Per-Project Profitability
Real-time per-project P&L. Staff cost vs billing rate margins. Pass-through expenses tracked. Realization rate per staff + per service line. Replaces Excel-based profitability spreadsheets. Read Finance →
Client CRM + Portals
Per-client lifetime relationship. Per-engagement opportunity tracking. Cross-sell + expand revenue. Branded client portals for document review + invoice + payment + status updates. Read CRM →
Document Mgmt + Workspace
Per-client and per-engagement document repositories, with real-time multi-user editing so two staff can work the same deliverable at once without version conflicts. Per-document access control and a full audit trail of every edit mean partners always know who touched what. Replaces Notion + Dropbox + Google Drive. Read Workspace →
Appointment + Meeting Scheduling
Per-client + per-staff calendar. Auto-scheduling via Aeion Appointments. Per-meeting prep doc + notes + follow-ups. Per-meeting time auto-logged to engagement. Read Appointments →
Team Collab
Per-project + per-client channels. @mentions across team + clients. Threaded discussions. Decisions captured + indexed. Replaces Slack + dedicated channels per client. Read Collab →
AI for PS Operations
The `aeion-finance-controller` + `aeion-crm-advisor` skills surface engagement health, predict at-risk projects, draft client status updates, optimize staff allocation, generate per-engagement narratives.
The Professional Services Economics
Typical PS stack costs (50-person firm):
- Kantata / BigTime PSA: $40-100/seat/month = $24-60K/year
- Salesforce CRM: $50K-150K/year
- QuickBooks / Xero: $5-20K/year
- Harvest time tracking: $12/seat/month = $7.2K/year
- Slack: $5K-15K/year
- Notion / Dropbox: $5-20K/year
- DocuSign: $10-50K/year
- Total: $116-330K/year for tooling
Aeion PS tier (50 seats):
- Platform tier (flat) — typically $20-60K/year for mid-size firm
Per-firm impact:
- Stack savings: $60K-300K/year
- Time tracking compliance +40% (single dashboard vs separate Harvest login)
- Realization rate insight 1-2 points higher (real-time vs end-of-month)
- Per-project profitability visible in real-time
- Faster billing turnaround (invoice within hours of completion vs end-of-month)
Time-to-cash improvement:
- Traditional: 30-60 days from work-complete to cash
- Aeion: 7-21 days (auto-invoice on milestone + auto-dunning)
- Working capital impact: $200K-2M+ for mid-market firm
Professional Services AI
Engagement Health Scoring: Per-engagement health based on: time-vs-budget burn rate, scope-change frequency, client satisfaction signals (response latency, sentiment in emails), team workload. AI surfaces at-risk engagements 30-60 days before they go over budget.
Staff Allocation Optimization: Per-staff skill profile + per-project skill requirements. AI suggests optimal allocation given utilization targets + skill match + client preference + travel constraints. Improves utilization 5-10% typical.
Per-Engagement Narrative Drafting: AeionClaw drafts weekly client status reports, monthly engagement summaries, and quarterly business reviews. Editorial team reviews + sends. Reduces partner / director admin time 5-10 hrs/week.
Proposal + SOW Drafting: From scoping conversation → SOW draft. AeionClaw pulls from prior engagements with similar shape, drafts deliverables + timeline + pricing. Partner reviews + customizes. Reduces proposal turnaround 50-70%.
Client Risk + Churn: Per-client engagement-completion + satisfaction patterns. AI predicts client renewal likelihood. Surfaces clients at risk of non-renewal 90 days out. Drives proactive partner outreach.
Realization Rate Optimization: Per-staff realization (billable / total hours). Per-task realization (billable amount / time spent). AI identifies leakage patterns (write-downs, scope creep, unbilled work) and surfaces to partners for action.
Professional Services Wins
$60-300K/year stack savings
Replacing separate PSA, CRM, finance, and time-tracking subscriptions with one platform typically cuts a mid-size firm's tooling bill by $60K-300K a year.
Real-time per-project P&L
Partners see margin the moment costs and billing hit the ledger, instead of waiting on a monthly spreadsheet reconciliation.
Time-to-cash from 30-60 days to 7-21 days
Auto-invoicing on milestone completion plus auto-dunning gets cash in the door weeks faster.
Staff utilization up 5-10%
AI allocation suggestions match people to projects by skill and availability, instead of a manager guessing from memory.
Engagement health predictions
AI flags at-risk projects 30-60 days before they go over budget, while there's still time to course-correct.
Proposal turnaround down 50-70%
AeionClaw drafts the SOW from the scoping conversation, so partners edit instead of starting from a blank page.
Realization rate up 1-2 points
Leakage from write-downs and unbilled work surfaces in real time instead of at month-end.
Branded client portals
Clients review documents, pay invoices, and track status in one place — no separate login for every deliverable.
Per-vertical professional services.
Law firms have specific needs (trust accounting, conflicts checks, matter management) covered by Aeion Legal module. Accounting firms have specific needs (engagement letters, peer review, AICPA standards) covered by partnerships with audit-grade workflows. Creative agencies have specific needs (creative-asset library, campaign management) covered by Aeion Media + Marketing. The base PS stack handles 80%+ of needs; vertical modules add the specialist 20%.
One system instead of a PSA-plus-CRM-plus-finance stack.
Aeion consolidates project time tracking, client CRM, invoicing, and firm financials into a single platform, so professional services firms stop reconciling numbers across separate tools like a PSA, a CRM, and QuickBooks. Per-project profitability updates in real time as costs and billing post, milestone completion triggers auto-invoicing to shorten time-to-cash, and branded client portals replace a separate login for every deliverable. Firms typically retire several standalone subscriptions in the process.
T&M + fixed-fee + retainer billing
Per-project profitability + WIP tracking
Real-time per-staff utilization
Multi-rate billing per project / task / staff
Per-engagement client portals
Aeion Forge agent + human coordination
AI engagement health + proposal drafting
103 native connectors
Run a PS firm on one platform.
Time + billing + CRM + projects + collab + AI on one tenant database. $60-300K/year savings + $400K working-capital improvement on 35-person agency.