Operations for firms that bill their time and ship their thinking.
Accounting practices, consultancies, agencies, and engineering firms run on a stack of CRM, time, project, billing, and document systems that rarely line up. DigitalSon makes that stack behave like one operational picture, so utilization, realization, and pipeline aren’t reconciled by hand at the end of every month.
Professional services IT
The goal isn’t a new tool. The goal is one operational picture so the partners can stop running the firm out of spreadsheets.
CRM & Pipeline Integration
Connect CRM, marketing, proposal, and engagement systems so opportunities don’t fall out of the pipeline and forecasts mean something.
Time, Billing & Revenue
Time entry, project budgets, invoicing, and revenue recognition aligned end to end. Utilization and realization you can trust.
Project & Resource Ops
Project setup, staffing, capacity, and milestone reporting pulled into one view from your PSA, time, and HR systems.
Document & Knowledge Workflow
Engagement files, deliverables, and internal knowledge organized, versioned, and searchable, not scattered across drives and inboxes.
Reporting & Dashboards
Partner dashboards, practice-level KPIs, and client-level profitability reports built from your real data, not a vendor’s sample.
AI for Services Work
Proposal drafting, meeting capture, research assistance, and internal Q&A grounded in your own playbooks. Governed, logged, and bounded.
How services firms use us
Representative engagements. Most combine several into a phased plan.
CRM to Billing Pipeline
Won opportunity becomes engagement, becomes project, becomes invoice, automatically and auditably.
Utilization & Realization
One trustworthy dashboard for hours billed vs. hours worked vs. hours collected, by practice, project, and person.
Proposal & Engagement Letters
Templated, generated, signed, and filed. Drawn from CRM and pricing data, not retyped each time.
Internal Knowledge Hub
Playbooks, templates, past deliverables, and lessons-learned, made findable and stitched to where the work happens.
Resourcing & Capacity
Forward capacity vs. pipeline, in one place, so staffing decisions stop being guesswork.
AI Pilot, Done Properly
A scoped AI capability with measurable utility and clear guardrails, instead of a free-for-all that nobody can audit.
Tell us where the month-end pain is.
If close, billing, or forecasting eats days you don’t have, the fix is usually integration, not another tool.