Professional Services ERP
A practice ERP that takes a professional services firm from inquiry through engagement work, claims and payments, with follow-ups, SMS reminders, internal notifications and reporting.
WeyBee- Inquiry to engagement
- Claims workflow
- Payments and reminders
- 15+ reports
An advisory firm handles a steady flow of client inquiries, engagements and claims, each moving through allocation, signatures, submission and release. Deadlines, follow-ups and payments were tracked by hand, and partners had little visibility.
- Convert inquiries into engagements and follow each through a status pipeline.
- Run a parallel claims workflow with its own stages.
- Track client, outsourced and referral payments.
- Remind staff of deadlines and follow-ups automatically.
WeyBee delivered the system end to end, with project management, as a web-based practice ERP with separate admin and staff experiences. Status-driven pipelines move work from allocation to release, scheduled jobs send SMS reminders, and every email and SMS is logged against its record.
Open, confirmed and converted inquiries with follow-ups, email and SMS.
Allocation, assignment, deadlines, signature, submission and release.
A parallel claim workflow from allocation to release.
Pending client, outsourced and referral payments, with reports.
Personal reminders by SMS, internal notifications and courier tracking.
More than 15 reports with Excel export.
AI-ready by design.
Where AI fits next.
Inquiries, engagements and claims follow one workflow. AI can read the documents and keep work moving.
Extract key fields from claim documents automatically.
Draft client reminders and status updates.
See which engagements are stuck and why.
One to two weeks to pick the use case and prove the data is ready.
- Role-based access with admin and staff roles and a role-based dashboard.
- Status-driven workflows with activity logs.
- Scheduled jobs for reminders, follow-ups and claims.
- The firm's client lifecycle runs in one system, from inquiry to payment.
- Deadlines and follow-ups are reminded automatically.
- Partners get reports instead of chasing status updates.
Questions about
this solution.
Who is the Professional Services ERP for?
Consulting, claims and advisory firms. WeyBee builds it around how these businesses actually work, not around a generic template.
What does WeyBee's Professional Services ERP include?
It covers inquiry to engagement; claims workflow; payments and reminders; 15+ reports. Modules are added in phases, starting with the one that saves the most time.
Can it connect to the tools we already use?
Yes. WeyBee systems connect to tools such as the WhatsApp Cloud API, Tally, payment gateways, email and marketplaces, depending on your process.
How long does it take to go live?
Most systems go live in phases: a first module in weeks, the core system in a few months, then improvements based on real use.
Can AI be added later?
Yes. Once your data lives in one system, WeyBee can add AI assistants, document reading and forecasting on top without rebuilding it.
Loan Lead Management
Planning something similar?
Tell us what you're building and we'll suggest the right team, engagement model and first AI use case.