PROFESSIONAL SERVICES

Client work doesn't live in one system. Henswick connects the handoffs.

Connect client intake, project systems, approvals, documents and billing without moving the same engagement information by hand.

Discuss your workflow

Client approval received — engagement advanced

Henswick — Professional Services Workflow Synced

Approved 6m ago crm-intake

Client intake approved for Halden Group — finance transformation assessment scoped

intake:read engagement:write delivery:notified

Opened 24m ago project-mgmt

Engagement PS-214 opened for Meridian Health — kickoff plan and delivery team confirmed

crm:read project:write kickoff:queued team-assigned

Submitted 41m ago documents

Deliverable submitted for review on PS-198 — operating model draft with the partner

docs:read review:write status-updated

Updated 1h ago staffing

PS-207 resource assignment updated — senior analyst added from the second week

Released 2h ago billing

Invoice milestone released for PS-189 after the client signed off phase two

Updated automatically as engagement events move

Automations Workflow actions that run on their own

Client Intake Routing v2.4 · 3d ago Active

Configure Remove

Routes approved client intake to the right delivery lead.

3 routing paths audit trail

Engagement Kickoff Sync v1.8 · 1w ago Active

Configure Remove

Moves kickoff details from the CRM into the project system.

2-way sync scheduled hourly

Scope Change Handoff v2.1 · 5d ago Active

Configure Remove

Turns an approved scope change into project and billing updates.

scope tracking billing flags

Deliverable Review Handoff New Available

Enable

Sends deliverables for review and updates the engagement status.

Billing Milestone Release Coming soon Preview

Request access

Releases invoice milestones once client approval is recorded.

more automations

Henswick is tracking 23 open items across 18 active engagements. Live

Active engagements

Awaiting client input

Delivery throughput

Week Month Quarter Year

58 items closed this month · trending up

Engagement queue

Active engagements 18 active

Awaiting client input 7 waiting

Internal reviews 12 in review

Billing holds 4 on hold

Completed this week 21 closed

Exceptions 2 need attention

Auto-sync

Keeps every connected system aligned without a manual refresh.

CRM / Client Intake

last sync: 2 minutes ago

31 rules in workflow-config 6 exceptions auto-resolved

Project / Engagement Management

last sync: 18 minutes ago

3 scope changes pending

Documents / Knowledge

last sync: 1 hour ago

deliverable reviews queued

Accounting / Billing

never synced

not connected yet

more systems

Intake Scans

Scans the CRM for approved intake and signed engagements.

Running

Approval Scans

Scans documents for client approvals and sign-offs.

Running

THE PROBLEM

One client request can create work across five different teams.

A new request, a scope change, a deliverable review or a client approval may need to reach delivery, project management, finance, documents and client service — often through separate systems and manual updates.

ONE CLIENT DECISION · MERIDIAN HEALTH · MON 14:06

Client approves expanded scope for Engagement PS-214

3 → 5 workstreams 12 → 16 weeks 3 → 5 milestones

5 SEPARATE ENTRIES

DELIVERY 1/5

project system

3 → 5 workstreams

Add two workstreams and extend the plan to 16 weeks.

ENTERED Mon 14:38

Re-keyed by the PM

STAFFING 2/5

staffing sheet

AK JM RS + +

3 of 5 staffed

Find two more consultants from week three.

ENTERED Mon 16:10

Chased in chat

DOCUMENTS 3/5

document workspace

6 → 10 items

Grow the deliverable plan from six items to ten.

ENTERED Tue 09:20

Rebuilt by hand

FINANCE 4/5

billing platform

M1 M2 M3 M4 M5

3 → 5 milestones

Move the billing schedule from three milestones to five.

ENTERED Wed 11:05

Waits on the SOW

CLIENT SERVICE 5/5

client portal

To: client sponsor Confirming your expanded scope

Draft · not sent

Confirm the new terms to the client in writing.

ENTERED Thu 15:30

Drafted from scratch

The client decided once. The firm recorded it five times — in five systems, by five people, across four days, with nothing confirming they all describe the same engagement.

HOW IT WORKS

The client action happens once. Every team gets the next step.

Henswick sits across the CRM, project, document and billing systems. The client action is captured once, checked once, and passed to each team as the step that team needs next.

ONE EVENT IN

Client approves expanded scope

Engagement PS-214 · Meridian Health

SCOPE 3 → 5 workstreams

TERM 12 → 16 weeks

BILLING 3 → 5 milestones

CAPTURED ONCE · 14:06

HENSWICK — ROUTING LAYER Six checkpoints, in order, once per event

✓ CAPTURE recorded

A request, approval or change enters once

✓ QUALIFY verified

Required engagement and client details are checked

✓ ROUTE 5 teams

The right team and system receive the work

✓ UPDATE 5 records

Project, document, staffing and finance records change

✓ APPROVE cleared

Internal and client approvals completed where required

✓ CONFIRM logged

Completion, notification and audit trail recorded

FIVE UPDATES OUT

DELIVERY Updated

Plan extended to 16 weeks

project system

STAFFING Updated

Two consultants requested

staffing sheet

DOCUMENTS Updated

Deliverable plan set to ten items

document workspace

FINANCE Updated

Five milestones scheduled

billing platform

CLIENT SERVICE Updated

Written confirmation sent

client portal

One client action. Six checkpoints. Five systems updated — nobody re-keying the engagement along the way.

OPERATIONAL FRICTION

The work that fills the gap between the client decision and the update

Client intake Arrives by email, opened by hand

Deliverable approvals Status still shows pending

Scope changes Finance bills the old value

Staffing changes Chat and spreadsheets

WITHOUT HENSWICK

Scope approved ⤍ Email the PM ⤍ Update the plan ⤍ Message resourcing ⤍ Tell finance

WITH HENSWICK

Scope approved → Plan updated → Billing adjusted

A REAL SCENARIO

A client approves expanded scope. Henswick carries the change across the engagement.

Scenario · Expanded Scope Approved Live

ENGAGEMENT PS-214

SCOPE 3 → 5 workstreams

BILLING 3 → 5 milestones

1 Client approval recorded against the engagement Recorded

2 Engagement scope updated in the project system Updated

3 Delivery and resourcing action created Created

4 Document and deliverable plan revised Revised

5 Billing milestones adjusted for the new scope Adjusted

6 Client-facing confirmation triggered Sent

THE ENVIRONMENT

Every services stack is different. The engagement handoffs are familiar.

Henswick doesn't replace your CRM, project system, document workspace or billing platform. It sits underneath them, so one client decision reaches every system without being re-entered on the way.

HENSWICK — ORCHESTRATION LAYER Every system below sits on it

WITH THE CLIENT

CRM / Client Intake

Where requests arrive and engagements are won

intake · opportunities

Client Portal / Communications

Where clients approve, review and are kept informed

approvals · updates

IN DELIVERY

Project / Engagement Management

Where scope, plans and status are tracked

scope · milestones

Resource / Staffing

Where people are assigned to the work

assignments · capacity

ON RECORD

Documents / Knowledge

Where deliverables, reviews and sign-offs live

deliverables · sign-offs

Accounting / Billing

Where fees, milestones and invoices sit

milestones · invoices

Swap any system in this picture for the one you actually run. The engagement handoffs between them stay the same.

Still coordinating client work across email, spreadsheets and disconnected systems?

Discuss your workflow

One workflow surface. Every engagement system.