Pilot for professional services: your firm running like a serious consulting boutique
AI-powered CRM, a shared calendar, projects by client, time-based billing, payment links, and reports for partners. For law firms, consultancies, agencies, and independent professionals who bill by project or by the hour.
Common challenges for a firm or consultancy
- Billable time lost because no one logs the hours in the moment.
- Proposals built by hand every time, with a risk of inconsistency.
- Clients waiting for an email reply while threads get mixed up between partners.
- Billing with tax withholdings done in Excel.
- Partners with no real visibility into utilization per person, profitability per client, or AR aging.
How Pilot solves each one
Pilot connects your calendar, your corporate email, and your CRM so that each client has a single view: open deals, active projects, recent conversations, pending invoices, and hours worked this month.
Time tracking takes seconds: from the app, from a client's email, from a transcribed meeting. The AI proposes the categorization (client + project + activity type) and you approve it. Hours become billable without anyone filling in timesheets.
Proposals are generated from templates with CRM data (client, scope, assigned team, fees). The AI drafts the initial version; you edit and send it as a PDF or a shared link.
Billing handles LATAM tax withholdings (VAT, withholding at source, income tax), generates the electronic invoice for the corresponding country, and sends a payment link. When the client pays, the income is reconciled and partners see cash flow live.
Reports include: utilization per person (% of hours billed vs available), profitability per client and project, AR aging, and top clients by contribution to profit. Without building anything by hand.
Recommended modules for professional services
A starter setup for an operating firm.
CRM
Customers
One contact database, no duplicates, enriched by AI.
Invoicing
Electronic invoicing that builds, sends, and reconciles itself.
Payment links (Zelr)
Payment links for WhatsApp and SINPE, built into the CRM.
Projects
Project management with AI that prioritizes and delegates.
Calendar
A calendar that understands your logic and blocks real time.
AI Assistants
Your virtual team that runs Pilot for you.
A unified inbox with AI that prioritizes, summarizes, and drafts.
Typical integrations in professional services
Pilot runs in law firms, management consultancies, accountants, and creative agencies across LATAM.
Frequently asked questions
Does it replace Bonsai, Harvest, Toggl, or Clio?
Does it handle LATAM tax withholdings?
Client-attorney / consultant-client confidentiality?
How does it make collection easier?
Does it work for solo freelancers?
How much of your team's time is actually billed?
Book a 30-minute demo. We'll show you how Pilot tracks hours, generates proposals, and bills — on a sample firm with synthetic data.
Request a demo