Professional
Case Study
Business Profile:
“BrightPath Consulting” is a boutique firm offering legal and compliance advice to small and mid-sized businesses. With 8 staff and dozens of active clients, the principal partner is constantly juggling client deadlines, new business, staff scheduling, and ever-changing regulatory requirements.
Challenges:
- Difficulty managing and prioritising deadlines across clients
- Time wasted manually preparing invoices and tracking billables
- Inconsistent client follow-up and engagement management
- No proactive monitoring of relevant regulation changes
- Limited insight into team workload and profitability by client
How AIDE Helps
Automated Client Deadline Tracking
AI-Linked Time & Billing System
CRM Integration for Client Engagement
Regulatory Monitoring Alerts
Profitability & Workload Visualisation
Outcome:
BrightPath Consulting reduces unpaid billables by 22%, increases repeat client engagement, and significantly improves team capacity planning. AIDE becomes the firm’s virtual operations coordinator, supporting high-quality service without adding headcount.
Conclusion
For professional service firms where time is billable and client trust is paramount, AIDE becomes a proactive back-office partner—managing deadlines, flagging risks, and ensuring that nothing falls through the cracks.