Professional Services
From pitch to payment — without the tool juggle
Consulting, accounting, and law firms spend too much time stitching proposals, contracts, and invoices across disconnected tools. IntoPact connects the entire engagement lifecycle.
The challenge
Sound familiar?
Proposals live in documents, not systems
You email a PDF, the client prints it, marks it up, and sends feedback by email. Weeks pass. Versions multiply. Nobody knows which is current.
Closing a deal means starting data entry over
When the client says yes, you re-type scope, pricing, and terms into a contract tool. Then re-enter line items into your invoicing system.
Cash flow is a spreadsheet exercise
With engagements spread across tools, forecasting revenue means exporting data from three systems and reconciling in a spreadsheet.
Capabilities
What changes when the workflow is connected
Deal rooms replace proposal PDFs
Build a deal room with scope, deliverables, pricing, and terms. The client opens one link, reviews everything, and invites their stakeholders.
Pricing configurator for engagement terms
Define hourly rates, project milestones, or retainer options. The client selects their preferred structure and the price updates live.
Contract and invoicing from acceptance
When the client accepts, create the engagement contract with terms pre-filled. Invoice milestones populate automatically. No re-entry.
Pipeline visibility across the practice
See every engagement from initial pitch through active contract. Track stage durations, win rates, and revenue by service line.
Example workflow
A consulting firm lands a new engagement
- 1
Lead fills in the campaign form with their challenge and timeline
- 2
Deal room generates from the consulting template with discovery prompts
- 3
Client answers discovery questions — AI summarizes the key needs
- 4
Consultant builds the proposal in the deal room with scope sections and pricing options
- 5
Client’s procurement and finance teams review the same URL
- 6
Client selects monthly retainer pricing and accepts
- 7
Create the engagement contract with terms pre-filled — invoice milestones populate automatically
- 8
Create a renewal deal from the existing contract when the engagement term ends
From “Contact Sales” to cash. One platform. Zero handoffs.
Capture leads, close deals, track invoices, forecast cash flow — the entire sales-led process in one system. Start in minutes.