Unbilled time is work you delivered but never collected.
PromptRails keeps proposals, staffing, delivery evidence, time, and billing connected. Your partners and practice leads retain control of the client relationship.
A proposal lives in CRM, staffing in a spreadsheet, delivery in project tools, and the evidence for billing in email. Partners become the operating system between them.
A follow-up waits after a good meeting. A project runs with the wrong capacity. A deliverable ships but the time and evidence never make it onto an invoice.
PromptRails connects the records, drafts the next action, and puts the commercial decision with the partner, practice lead, or finance owner.
Professional-services margin is lost when expert time is not connected to the next commercial decision.
Meeting notes and next steps stay in the CRM or inbox while the partner moves to the next conversation.
Reads the opportunity record, drafts the follow-up and actions, and queues them for partner review.
Good conversations keep moving toward a decision.
A project promise is made before the available skills, dates, and utilization are visible together.
Checks the engagement needs against people, dates, and current commitments; flags the trade-off.
The firm protects delivery before the project is under pressure.
The deliverable is complete, but approvals, timesheets, and acceptance notes are spread across tools.
Collects the evidence for the engagement and prepares the billing-ready record.
Completed work has a clear path to the invoice.
Billing is delayed or the follow-up is generic because the account context is not beside the open amount.
Connects deliverables, terms, invoice, and account history and drafts the right chase.
Expert work becomes collected revenue.
The firm keeps the judgment. PromptRails keeps the evidence and next action together.
Reads the opportunity and meeting record, then drafts the next follow-up while the decision is still warm.
Compares engagement needs with capacity, skills, and dates and surfaces the trade-off before delivery starts.
Collects approvals, timesheets, and acceptance records into a billing-ready engagement view.
Connects delivered work, invoice terms, and account history to prepare the next billing or collection action.
Connect CRM, project management, time tracking, document stores, inboxes, and finance tools. Nothing migrates; the engagement context stays together.
Connect CRM, project tools, time tracking, documents, inboxes, and finance.
Proposal follow-up, staffing, delivery evidence, or the invoice that is not moving.
A named job prepares the next step. Partner or practice lead reviews.
Move from opportunity to delivery, billing, and renewal.
Who decidesManaging Partner · Practice Lead · Engagement Manager · Finance Lead
Put a person on any action you name. That is a setting, not a separate product.
Every run is on the record: what happened, why, and which source it read.
Set the monthly ceiling. Spend never passes the cap you set.
Your data is not used for training. Identifying details are masked before processing.
No. PromptRails connects to the ERP, CRM, project tools, portals, and spreadsheets you already run. It sits on top; nothing migrates.
Yes. Any action you name can require review. It is a simple control setting, not a slower operating model.
It stays in your environment. Identifying details are masked before processing, and your data is not used to train models.
Usually around two weeks from the first conversation to the first named job running in review mode.
Correct it once and the correction is kept for comparable work. You do not need to retrain a model.
Pricing follows the first workflow and its scope, not a seat or agent count. We size it together in the first conversation.
Start with the engagement handoff that creates the most unbilled or late-night coordination work.
