Use Case — Professional Services

You deliver expert work. Every hour should show on the invoice.

Professional services firms — law, accounting, HR, finance, marketing, engineering — lose significant revenue every month to unlogged hours, vague invoices, and client budgets that run over without warning. FlowQi connects every hour of expert work to the right client, the right engagement, and the right invoice line.

  • Billable hours
  • Engagement billing
  • Client time tracking
  • Retainer management
  • Staff utilization
Professional services team reviewing client engagements, billable hours and invoices in FlowQi
Sound familiar?

You deliver more than you bill.

We billed 60 hours on a matter but the team logged 78. The extra 18 hours were real work — we just couldn't trace them back to anything on the invoice.
A client questioned our invoice. We had no itemized breakdown, so the conversation became uncomfortable. We ended up writing off hours we'd actually worked.
We have five people on one retainer client. I have no idea whether we're over or under their monthly budget until the invoice is already late.
Our utilization rate is supposed to be 75%. Every quarter we measure it and it's lower than expected — but nobody knows where the hours are going.
I have to chase five people for their timesheets every month before I can invoice. It takes three days and the invoices always go out late.

Professional services firms don't lose clients over poor expertise. They lose revenue because the link between the work delivered and the invoice sent is broken — hours not logged, budgets not tracked, invoices not itemized.

What FlowQi gives you

Built for architecture firms that bill for design expertise.

One platform for your projects, your studio's time, and your invoices — from first sketch to final handover.

Projects/Villa Kralingen/Renovation
Villa Kralingen — full renovation · €85,000 fee
● Phase: Technical Design · day 14 of 28
Fee total €85,000 fixed · phased
Hours 218 / 420h 52% of budget
Invoiced €34,000 40% of fee
Scope changes €2,300 pending invoice
SD
Schematic Design €12,750
16 / 16hInvoiced
DD
Design Development €21,250
164 / 160hInvoiced
TD
Technical Design €25,500
38 / 52h · 73%In progress
BD
Bid & Tender €8,500
0 / 24hUpcoming
CA
Construction Admin €17,000
0 / 48hUpcoming
Technical Design — recent hours 38h logged · 14h to milestone
NV
Structural coordination — beam grid & spans €165/h 3.0h
JB
Details — roof penetrations & flashings €115/h 4.5h
NV
Façade option B — client request SCOPE CHANGE €165/h 2.5h
OD
BIM model — MEP clash resolution €85/h 5.0h
JB
Façade option B — detailing & costing SCOPE CHANGE €115/h 4.0h
EH
Interior spec — bathrooms & kitchen €95/h 3.5h
Studio/Time/Week of Mon 20 Apr
Studio — hours this week
74% avg utilization €14,030 billable
NV
Nina Vermeer Principal Architect · 4 projects
€165/h
18 / 32h €2,970 Billable
JB
Jasper de Boer Project Architect · Villa Kralingen + Office Zuid
€115/h
34 / 36h €3,910 Near full
LA
Lina Abdi Junior Architect · Villa Kralingen TD
€75/h
32 / 40h €2,400 Billable
OD
Omar Driessen BIM Modeler · 2 active models
€85/h
38 / 40h €3,230 Billable
EH
Emma Hoekstra Interior Designer · Villa Kralingen spec
€95/h
16 / 32h €1,520 Billable
NV
Scope change — façade option B Flagged · billable as extra work
€115–165
14 / —h €1,910 Scope
JB
RFP pursuit — new school project Studio investment · not billable
8 / —h Non-billable
Invoicing/Villa Kralingen/DD milestone
Invoice — Design Development milestone
Ready to send
What's being invoiced Milestone fee + logged extras
Milestone fee — fixed
Design Development — completed & signed off 25% of fee €21,250
Scope changes (extra work)
NV
Façade option B — client-requested variant 6h @ €165 €990
JB
Façade option B — detailing & costing 8h @ €115 €920
Site visits
JB
Kralingse Plaslaan — site walk-through 2h @ €115 €230
OD
Kralingse Plaslaan — laser scan for BIM 2h @ €85 €170
Studio Kralingen Architecten INV #2026-0318
Bill to Fam. De Vries
Kralingse Plaslaan 210
3062 DE Rotterdam
Issued Apr 23, 2026 Due May 23, 2026
Description Hours Rate Amount
Design Development — milestone (25% of fee) Fixed €21,250.00
Scope: façade option B — client request 14h €115–165 €1,910.00
Site visits — 2 × Kralingse Plaslaan 4h €100 avg €400.00
Subtotal€23,560.00
VAT 21%€4,947.60
Total due€28,507.60

Ready to capture every billable hour your team delivers?

Try FlowQi free
Why it works

The business case in 60 seconds

For the managing partner or operations director who needs to decide.

Bill every hour you earn

Stop losing revenue to forgotten entries and end-of-month timesheet chases. FlowQi captures hours as they happen — so every invoice reflects what was actually delivered.

Utilization you can act on

See billable vs. non-billable hours across your whole team in real time. Identify who is under-utilized and who is overloaded before it affects delivery or staff wellbeing.

Clients who trust your invoices

Send fully itemized invoices with a breakdown by team member, task, and rate. Clients see exactly what they're paying for — disputes disappear and payments come faster.

Live in under a week

No IT project. No consultant to implement it. Most professional services firms are fully running within days.

Book a demo No obligation. We show you exactly how it works for your firm size and billing model.
How it works

Set the engagement. Track the hours. Invoice what was delivered.

01

Set up the engagement — budget, team, and rates

Every client matter gets a planned hour budget, assigned team members, and billing rates per person or role. 60 hours across three associates at their own rates. Set it once — FlowQi tracks everything from there.

02

Log hours as you work — see planned vs. actual in real time

Team members log time directly on engagements. Open any matter and instantly see: 42 of 60 hours used, €6.300 of €9.000 consumed, 18 hours remaining. Budget warnings fire automatically before you go over — not after.

03

Invoice in one click — hours become itemized line items

FlowQi turns every logged billable entry into an invoice line: team member, task description, hours, rate, total. Fully itemized per person. Clients see exactly who worked on their matter and what they delivered.

10–15% more billable hours captured
< 5 min to generate a complete client invoice
< 1 week average time to go live
Results

Professional services firms that changed how they bill

[Law Firm A]

8 fee earners · Corporate & commercial law

Placeholder

Tracking time in a legacy system with no budget visibility per matter. Monthly invoicing took 3–4 days of admin work. Clients frequently questioned invoices because there was no per-task breakdown.

  • Invoicing time reduced from 4 days to half a day per month
  • Realized utilization rate increased from 68% to 79%
  • Invoice disputes dropped significantly after switching to itemized billing

We were billing less than we were delivering — not because we were doing free work, but because hours weren't being logged consistently. FlowQi fixed that in the first month.

[Name], Managing Partner · [Law Firm A]

[Accounting Firm B]

12 staff · Audit & advisory

Placeholder

Running 15+ client engagements simultaneously with no real-time budget tracking. Engagements frequently ran over without warning. Retainer clients were consuming more hours than contracted with no visibility until invoice time.

  • Budget overruns caught an average of 2 weeks before they happen
  • Retainer clients now reviewed weekly — 4 underpriced retainers renegotiated
  • All staff timesheets submitted on time (vs. 3-day chase every month before)

We finally know which engagements are profitable and which aren't. That information alone changed how we price new work.

[Name], Director · [Accounting Firm B]
Why FlowQi

You're probably already using something. Here's the difference.

Most professional services firms track time in one system and invoice in another — with a manual consolidation step in between that loses hours and creates invoice errors.

FeatureSpreadsheet & billing toolToggl + invoicing appFlowQi
Time tracking per engagement/matterManual, always lateGood tracking, no billing linkPer task, per person, per client
Planned hours vs. actual per engagementNot possibleHours only, no budget linkLive — budget vs. logged in real time
Hours → invoice linesManual rebuild every timeExport only, manual invoiceOne click — entries become line items
Per-person billing ratesSingle rate onlyRequires workaroundDifferent rate per staff member/role
Retainer & monthly budget trackingManual in spreadsheetNot supportedRetainer balance tracked automatically
Staff utilization reportingEnd-of-month onlyHours only, no utilization viewLive utilization across all staff
Client & engagement managementEmail and contacts onlyNot includedBuilt in — matters, contacts, docs, history
Itemized invoice breakdownNot possible in most toolsBasic, no rate per personPer person, per task, per rate
Setup timeInstant, but scales badlyFast, but two tools to maintainRunning in under a week

Built for professional services firms that handle confidential work

Your data, your rules

Encrypted in transit and at rest. Role-based access per engagement. Never used to train external AI models — essential when handling confidential client matter data.

99.9% uptime SLA

Your billing and client data is always available. No surprises at invoice time.

Your data is yours

Fully exportable at any time. No vendor lock-in. You own every entry and every record.

Role-based access control

Staff see their own timesheets and tasks. Partners see budgets and utilization. Clients see only what you choose to share.

Connects with your billing and productivity stack

FlowQi integrates with the tools professional services firms already use for communication and accounting.

Google
Microsoft
Exact Online
Moneybird
QuickBooks
Xero
AFAS
FAQ

Questions professional services firms ask us

What is professional services automation (PSA)?

Professional services automation — often called PSA software — is a platform that connects the full delivery workflow of a services firm: CRM, project management, resource planning, time tracking, budgets and invoicing. Instead of running separate tools for each stage, PSA software keeps the same data flowing from lead to invoice. FlowQi is PSA without the enterprise complexity — connected, transparent per-user pricing, and built for firms that deliver billable work.

Can different team members have different billing rates?

Yes. Every team member or role can have its own billing rate — senior associate at €195/h, junior associate at €110/h, partner at €295/h. FlowQi tracks hours per person and calculates the invoice accordingly. The client invoice shows a full breakdown per person and rate.

How does FlowQi handle retainer clients?

Each retainer client gets a monthly hour budget. FlowQi tracks logged hours against that budget in real time — so you always know how much of the retainer has been consumed and whether a client is running over. Over-hours can be flagged automatically for additional invoicing.

Does FlowQi support different billing models — hourly, fixed-fee, and retainer?

Yes. Every engagement can have its own billing model. Some clients on hourly rates, others on fixed-fee projects, others on monthly retainers — all managed in one platform. Time is tracked the same way regardless; the invoice is generated according to the model set for that client.

How does the invoice generation work?

At the end of a billing period, open the engagement in FlowQi and click 'Create invoice.' FlowQi pulls all unbilled time entries, groups them by team member and task, applies the correct rates, and generates a fully itemized invoice draft. Review, adjust if needed, and send — typically in under 5 minutes per client.

Can I track staff utilization across all clients?

Yes. FlowQi gives you a live utilization dashboard — billable hours vs. total hours for every team member, broken down by client and engagement. See who is at capacity, who has room, and where non-billable time is going — weekly, monthly, or per quarter.

Does FlowQi connect with our accounting software?

Yes. FlowQi integrates with Exact Online, Moneybird, QuickBooks, Xero, and AFAS. Invoices sync directly — no double entry, no manual export.

Ready to bill every hour your team delivers?

Try FlowQi free for 14 days — no credit card, no setup fee, no risk.