PROFESSIONAL SERVICES

What we fix for accountants, solicitors and other professional firms

You sell your time. Every hour spent chasing invoices, documents and updates is an hour nobody pays for.

Illustrative example. Today: An inbox search for invoice [n] finds three chasers from [Name], none answered. The chasing happens between client work, when someone remembers. After the fix: “Morning, [Name]. Owed: £[x] across [n] clients. Promised: [Client], £[x] by [date]. Gone quiet: [Client], [n] days. Needs you: [Client] has queried the hours on [matter]. Reply drafted with the time record attached. [Approve]”.

Illustrative. Your business carries your own details.

01 · Getting paid on time

Customers pay late, and you spend hours chasing.

What owners tell us

‘Clients are quick to take the work and slow to pay the invoice.’

What It Costs You

67% of professional firms that give credit say late payment is a problem, the second-highest of any sector.

Source: DBT LSBS 2024

See This Fix for Professional Services

Illustrative example. Today: The client’s thread: “Just checking in on [matter].” ([date]). “Any word from the other side?” ([date]). “I haven’t heard anything for [n] weeks.”. After the fix: “Searches came back on [date]. Nothing needs your attention.” “We have the draft contract and will finish reviewing it by [date].” “We’re waiting on [document] from the other side and chased them on [date].” “Exchange is planned for [date].”.

Illustrative. Your business carries your own details.

02 · Keeping customers updated

Customers keep chasing you for updates.

What owners tell us

‘Clients email to ask where their matter has got to, and the morning goes on answering them.’

What It Costs You

In legal services, poor communication (24%) and delay (23%) are the two most common complaint types brought to the Legal Ombudsman.

Source: Legal Ombudsman 2024/25

See This Fix for Professional Services

Illustrative example. Today: Scope agreed on a call. The estimate says “£[x] to £[x], depending.” Extra work was done and first mentioned on the bill. After the fix: “Engagement letter for [matter]: [scope], estimate £[x]. Signed [date].” “Outside scope: [work], £[x]. Approved by [Client] on [date] before work started.”.

Illustrative. Your business carries your own details.

04 · Agreeing the work and the price

Customers dispute what was agreed and what it cost.

What owners tell us

‘The client thought the fee was fixed. We thought it was an estimate.’

What It Costs You

In legal services, costs were behind 12% of the complaints the Legal Ombudsman upheld in 2025/26.

Source: Legal Ombudsman

See This Fix for Professional Services

Illustrative example. Today: An unhappy email from [Client] about [matter], read and left for the fee earner, who is away until [date]. After the fix: “Open complaints: [n]. [Client], [matter]: acknowledged [date], named contact [Name], response due [date]. Draft ready from the file history. [Approve]”.

Illustrative. Your business carries your own details.

05 · Settling complaints early

Small complaints turn into big ones.

What owners tell us

‘By the time a complaint reaches me, the client has already decided we don’t care.’

What It Costs You

The Legal Ombudsman found poor complaint handling by the firm in 49% of its investigated outcomes in 2024/25.

Source: Legal Ombudsman

See This Fix for Professional Services

Illustrative example. Today: [Name] emails [n] clients one by one for missing [documents], then checks who replied. After the fix: “Missing documents: [n] clients reminded. [Client] uploaded [document] on [date]. [Client]: [n] reminders, needs a call.”.

Illustrative. Your business carries your own details.

07 · Taking repeat work off the team

Your team is stretched, and you’re covering the gaps.

What owners tell us

‘We spend half of January chasing clients for paperwork.’

What It Costs You

What the Task Costs You

Wages plus what it would cost to cover.

Fill in each box to see your number.

An estimate. Before we start, we count your real numbers for a week.

See This Fix for Professional Services

Illustrative example. Today: Client money reconciliation: last done “[date]?” [n] clients still on old engagement letters. After the fix: “Client money reconciliation due [date], [Name]. Last done [date], evidence filed.” “Engagement letters: [n] updated, [n] awaiting signature.”.

Illustrative. Your business carries your own details.

09 · Never missing a deadline

A missed deadline or registration lands you with a fine.

What owners tell us

‘The checks we have to do every month get done when someone remembers.’

What It Costs You

ICAEW monitoring found 29 practices not reconciling client money at least every five weeks and 56 with no annual client money compliance review.

Source: ICAEW Practice Assurance monitoring 2025

See This Fix for Professional Services

Your Problem Isn’t Here?

The problems on this page are the ones we see most often in professional services. Yours may be different, and that’s fine. Most fixes are found when an owner and someone who builds them sit down and go through how the work actually gets done. Tell us what’s costing you, and we’ll tell you straight whether we can fix it.

Read next

Pick One Problem

Tell us which one. We’ll tell you whether we can fix it and how long it takes.