Stop client revenue slipping between pipeline, delivery, and invoices.
North Ark connects pipeline, client records, onboarding, tasks, documents, approvals, invoices, reporting, and communication into one operational Spine for professional services firms.
Book a discovery callFree 30-minute discovery session. No commitment.
Professional services risk hides between pipeline, delivery, approvals, and billing.
Pipeline visibility depends on asking people individually.
Client pipeline, project status, and delivery health often live in people's heads or in a spreadsheet updated once a week. Leadership visibility requires a meeting to surface basic information.
Onboarding new clients takes too long and too many emails.
Gathering documents, setting up access, confirming scope, and getting the right information from a new client often takes days of back-and-forth. A structured process would cut that to hours.
Reporting is manual, slow, and always one step behind.
Compiling pipeline, utilisation, revenue, and client health reports by hand each week or month is expensive in time and accuracy. By the time the report is ready, the numbers have already moved.
What North Ark builds
One operational Spine. Professional services modules on top.
The Spine handles the shared work: pipeline, clients, tasks, documents, invoices, approvals, and communication. Professional services modules add onboarding, delivery workflows, client updates, and reporting.
The operational Spine
The everyday work, connected.
Professional services modules
AI-assisted document drafting
AI drafts proposals, onboarding documents, status updates, and client summaries based on the engagement record. Your team reviews and refines — cutting drafting time significantly without losing quality.
Structured client onboarding
Onboarding workflows guide new clients through document collection, scope confirmation, and access setup in a structured sequence, reducing the back-and-forth that slows new work down.
Approval and compliance workflows
Approvals, sign-offs, and compliance checkpoints flow through defined stages in the system — visible, trackable, and completed without email chasing.
Automated reporting and dashboards
Pipeline, utilisation, revenue, and client health generated in real time from the same data your team works in. What used to take two days to compile is available on demand.
What changes when your firm's operations are connected.
Structured
client onboarding
less back-and-forth email
Visible
pipeline and delivery health
no weekly data scramble
AI-drafted
routine client updates
human-reviewed before sending
Before
- Pipeline tracked in a weekly spreadsheet
- Onboarding takes 3 days of email back-and-forth
- Reporting compiled manually each month
- Approvals tracked through email threads
- Leadership visibility requires a status meeting
With North Ark
- Live pipeline visible to partners at any time
- Onboarding runs through structured workflows
- Pipeline, utilisation, and health visible in one place
- Approvals tracked and completed in the Spine
- Dashboard shows what needs attention without asking
Built for professional services firms at this stage.
Professional services firm with 5–75 staff
Pipeline and client health tracked in spreadsheets or shared docs
Onboarding new clients takes too many touchpoints and too much time
Reporting is manual and always one step behind
Approvals, documents, and sign-offs run through email threads
Ready for a system that keeps improving as your client base grows
Free 30-minute working session. No commitment to proceed.
Map where client revenue slips between pipeline, delivery, and invoices.
Book a 30-minute discovery call. We will map your pipeline-to-delivery-to-billing workflow and identify where connected operations and AI-assisted follow-up could help.
We will confirm your booking within 24 hours.