Stop Wasting Billable Hours on Manual Data Entry and Proposal Management
Turn your contracts, time logs, and discovery notes into actionable data. We integrate AI with HubSpot and Harvest to eliminate administrative bottlenecks.
In the consulting world, your time is literally your inventory. When partners or senior associates spend 5-10 hours a week manually updating project statuses in Monday.com or reconciling Harvest time logs with client-specific SOWs, you aren't just losing time—you're losing high-margin billable hours. With engagements typically ranging from $10,000 to $50,000, the administrative friction of managing multiple workstreams often leads to 'leaky' revenue where billable events are forgotten or proposals fail to reach the finish line.
Read Laboratories specializes in bridging the gap between unstructured documents and your core tech stack. Whether it is extracting deliverables from a signed PDF contract to auto-populate ClickUp tasks or processing incoming vendor invoices to bill back to clients, our AI solutions ensure that data moves as fast as your consultants do. We focus on the high-stakes touchpoints where missing a single discovery call or failing to follow up on a six-figure proposal can derail your firm's quarterly growth targets.
Problems We Solve
Proposal Follow-up Friction
Consultants often lose track of $20k+ proposals buried in email. Our AI scans outgoing documents and sets automated follow-up sequences in HubSpot based on specific contract terms.
Time Tracking Discrepancies
Manual entry between Toggl/Harvest and your accounting software often leads to missed billable minutes. We automate the reconciliation of project logs against contract milestones.
Discovery Call Data Leakage
Critical client requirements discussed in Zoom or Teams meetings often fail to make it into the CRM. Our AI extracts action items and project constraints directly into Salesforce.
Manual SOW Translation
Translating a signed Statement of Work into a project plan in Monday.com is tedious. We automate the extraction of dates, budgets, and deliverables into your PM tool.
Invoicing Delays
Waiting for project managers to approve time logs before generating invoices slows cash flow. AI-driven validation speeds up the 'work-to-cash' cycle by 40%.
What You Get
Intelligent SOW Extraction
Automatically pull payment terms, start dates, and specific deliverables from PDF contracts and push them to your project management software.
CRM & PM Integration
Seamless data flow between HubSpot, Salesforce, Monday.com, and ClickUp to ensure a single source of truth for every engagement.
Automated Invoice Matching
Compare subcontractor invoices against project budgets and billable hours automatically to prevent over-payments.
Meeting Intelligence Sync
Convert discovery call transcripts into structured data fields within your CRM, highlighting pain points and budget mentions.
Custom Compliance Rules
Ensure all processed documents meet specific NDA and industry-specific regulatory requirements before they are stored.
What It Costs
Setup
$3,000 - $6,000
Monthly
$400 - $800
ROI Example
By automating the extraction of billable hours and proposal follow-ups, a mid-sized firm can recover 15+ hours of partner-level time per month, valued at approximately $7,500 in billable capacity.
Frequently Asked Questions
How do you handle strict NDA requirements?
We implement enterprise-grade encryption and can deploy solutions on private cloud instances to ensure that sensitive client data never leaves your controlled environment.
Can this integrate with Harvest or Toggl?
Yes, we specialize in connecting time-tracking tools like Harvest and Toggl to your project management and invoicing platforms using custom API bridges and AI validation.
Does the AI understand complex consulting contracts?
Our models are trained specifically on professional services documents, allowing them to distinguish between fixed-fee milestones, T&M caps, and retainer structures.
How long does the setup take?
A typical implementation for a consulting firm takes 3 to 5 weeks, including the mapping of your HubSpot/Salesforce fields and training the AI on your specific SOW templates.
What happens if the AI misreads a document?
We build 'human-in-the-loop' checkpoints for any data extraction with low confidence scores, ensuring that critical financial figures are always verified before being finalized.
Can it help with our project status updates?
Absolutely. The AI can scan project emails and document updates to automatically change status labels in Monday.com or ClickUp, keeping stakeholders informed without manual entry.
Scale Your Practice Without Adding Headcount
Book a free 15-minute consultation to see how we can automate your firm's document workflows.
Serving Consulting Firms businesses nationwide. Based in Westlake Village, CA.