Keep your experts on client work. We take on intake, billing and new business.

Client intake, billing and lead generation for firms that sell expertise.

For accounting and tax firms, consulting and advisory firms, search and staffing firms, insurance agencies and engineering firms.

What we hear from professional services firms

Our partners lose billable hours to intake calls and follow-up.
You need new client calls answered, qualified and booked without pulling a partner off client work.
Billing and collections always trail the work.
You need invoices, accounts receivable and client documents kept current while your team serves clients.
Our client portal and practice tools are a decade old.
Your practice management or billing system needs a rebuild that keeps it running while the work happens.
Our marketing depends on a few people with no time for it.
You need thought leadership and a steady flow of qualified meetings that does not wait for a partner’s spare hour.

These are things buyers say to us, not testimonials.

Not sure which solution fits? Tell us where the work piles up and we will point you to the right first step.

250%more qualified meetings, 25+ a month
Case study
Frontera Search Partners
Our sales development team ran personalized outreach, follow-up and meeting setting with decision-makers for this healthcare staffing firm.
Read the case study: Frontera Search Partners
3xthe results of the previous vendor in the trial
Case study
Merger and Acquisition Firm
We cleansed and verified the firm’s prospect data, kept it current and built the email program behind its pipeline. After the trial, results held at 2x.
Read the case study: Merger and Acquisition Firm

Company certifications

Tell us what has to change in your systems, data or operations. You leave the first call with a clear next step.

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