Client intake, reporting, billing reconciliation, project tracking. We build automations that turn admin overhead into billable hours.
Sound familiar?
Client intake takes too long
Proposals, contracts, and onboarding docs are all handled manually, one email at a time. New clients wait days to get started, and your team spends hours on paperwork instead of billable work.
Reporting eats billable hours
Pulling data from five different tools to build a single client report takes an entire afternoon. Your team does this every week, and those hours never show up on an invoice.
Project status is always outdated
By the time someone updates the tracker, it is already wrong. Clients and team leads make decisions based on stale information, and nobody trusts the project board.
Invoicing and billing is a reconciliation nightmare
Time entries live in one system, expenses in another, and invoices get assembled manually at the end of the month. Late invoices delay payment, and unbilled hours slip through every cycle.
Scope creep goes untracked until it hurts
Small client requests add up, but nobody logs them. The project goes over budget, and by the time you realize it, the margin is already gone and the conversation with the client is awkward.
Proposal creation is reinvented every time
Each new proposal starts from scratch or from an outdated template. Your team spends hours assembling case studies, pricing, and scope that already exist somewhere in the company.
Automations built for marketing & creative agencies.
Client Intake Pipeline
Proposals, contracts, and onboarding documents generated, sent, and tracked automatically. Clients onboard in hours, not weeks.
Automated Client Reporting
Pull data from your existing tools and assemble client-ready reports automatically. Reclaim the hours spent on manual reporting.
Project Status Sync
Automated status updates pulled from your project tools. Clients and team leads stay informed without anyone updating a spreadsheet.
Invoice and Billing Automation
Time entries, expense tracking, and invoice generation connected end-to-end. Less reconciliation, faster payments.
Scope Tracking Alerts
Flags out-of-scope requests in real time as they come in. Surfaces scope creep before it erodes margins so you can address it with the client early.
Proposal Generation Pipeline
Pulls case studies, pricing, and scope from past engagements to assemble polished proposals in minutes. No more starting from scratch.
And more. Every build is scoped to your specific operations.
Don't sweat the small stuff.Automate it.
Book a free operations audit. We'll walk through your day-to-day, identify where custom-built automation infrastructure can create the most impact, and give you an honest assessment.
Or email us at hello@eidos.works