Agencies & professional services, so senior people stop firefighting.
Client onboarding, project ops and time recovery, so your most expensive people spend their time on client work, not admin.
Billable hours, lost to admin.
In agencies and professional services, time is the product, and admin is the leak. Onboarding a new client, chasing timesheets, building reports and keeping projects moving quietly eats the hours you should be billing.
We automate the operational layer: onboarding that runs itself the moment a contract is signed, meeting notes that become tasks, timesheets that chase themselves, and client reports that build and send on schedule.
The result is senior people back on client work, and a business that scales without hiring an ops team to hold it together.
Give your best people their week back.
Client onboarding
Contract signed triggers forms, portal access, kick-off booking and internal setup.
Meeting to tasks
Call notes summarised and turned into assigned tasks in your PM tool.
Timesheet & utilisation
Gentle chasers, utilisation dashboards and retainer burn alerts.
Client reporting
Monthly reports compiled from your tools and sent on schedule.
Tick what sounds familiar.
Average first-year ROI across Locate engagements
What agencies ask us.
We use ClickUp / Asana / Notion. Will it fit?+
Yes. We build on the project tools you already use, and connect them to your CRM, finance and comms.
Is client data safe?+
We work to UK GDPR, sign DPAs, and keep data in UK/EU regions by default.
Can it handle our custom processes?+
That is the point. Every build starts by mapping how your team actually works.
What do we build first?+
Usually onboarding or reporting: high-frequency, high-annoyance, fast payback.
How we build it.
The systems we put into agency and professional services firms are built from a small set of proven patterns.
CRM automation
Pipeline hygiene, lead routing, and reporting on autopilot.
WhatsApp automation
Booking, qualification, follow-up, in the app they already use.
AI voice agents
Every call answered. Even the ones at 9pm on Sunday.
Run an agency or professional services business?
Book a 30-minute strategy call. We will map where the time and money are leaking, and tell you the first thing we would automate. No deck, no pitch.