The firm faced recurring operational friction as they scaled

Procxo helped this legal advisory firm streamline business lifecycle management across projects, timesheets, and financial workflows. By connecting time capture to approvals and billing-ready outputs, the firm improved utilization, reduced operational overhead, and increased visibility into revenue.

Procxo.ai

Business Impact

  • Procxo.ai 25% increase in billable utilization
  • Procxo.ai 30% faster payment collections
  • Procxo.ai 40% fewer delays in Invoicing
  • Procxo.ai Upto 2x revenue visibility across projects

Industry: Legal Advisory Firm

Team Size: 50-200

Location: India

"Procxo’s integrated timesheets to invoicing journey helped us in improved revenue realisation through AI-based invoice generation limiting human dependency for invoice creation, approvals and data validation."

— Dhaval (Partner, Legal Advisory Firm)

Procxo.ai

The Challenge

The firm faced recurring operational friction as they scaled:

  • Manual time capture and approval processes were slow and error-prone
  • Invoicing and payment collection were manual and time-consuming
  • Lack of visibility into revenue across projects

The Procxo Solution

Procxo was deployed as a connected lifecycle workflow across delivery, time, and finance.

1. Project management with AI guidance
  • Centralized project tracking with timelines, milestones, and dashboards
  • Improved predictability using risk and delay signals
2. Timesheets with approval workflows
  • Weekly timesheets with automated reminders
  • Approval flows to remove bottlenecks and standardize control
  • Visibility into billable and non-billable time and utilization
3. Billing and financial workflows
  • One-click invoicing from approved time entries
  • Role-based and project-based rate cards
  • Forecasting and reporting to support leadership decisions

Implementation Journey

Week 1: Workflow mapping, roles, and approvals layout design

Week 2: Timesheet rollout with reminders and approvals

Week 3: Project tracking standardization and reporting setup

Week 4: Billing workflow activation from approved time, leadership dashboards live

Why It Worked

  • Procxo.ai Procxo connected time capture, approvals, and billing into one continuous flow.
  • Procxo.ai Teams reduced manual follow-ups and eliminated approval bottlenecks.
  • Procxo.ai Leadership gained better visibility into utilization, deadlines, and revenue performance.

Start Saving Time & Growing Your Business Today

Let AI handle the admin — so you can focus on what matters most: delivering
value to clients and growing your business.

Schedule a Demo Schedule a Demo