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.