Digital Transition: a tailored assistant for Northbeam
Management consultancy · 5-person team · Engaged for 10 months
Partners doing their own admin
Northbeam's partners billed by the hour — yet each lost a day a week to scheduling, invoicing, and onboarding paperwork. Tools were scattered across spreadsheets and threads, and nothing was documented, so every absence caused chaos.
One assistant, one documented system
A single tailored assistant took over the firm's operations layer: calendar, billing runs, and a rebuilt onboarding flow — all written up into playbooks the whole firm now uses.
Schedule Control
One diary with buffers, prep notes, and client-ready rescheduling.
Billing Rhythm
Weekly time capture and monthly invoice runs — no more quarter-end panic.
Onboarding Flow
New clients welcomed, contracted, and set up in days, not weeks.
Playbook Library
Every process documented so the system outlasts any one person.
Billable hours back, chaos gone
Each partner recovered roughly a full day per week. Invoicing cycles shortened from weeks to days, and onboarding time for new clients fell by more than half — with every step now written down.
Saved Per Partner, Weekly
Time returned to billable client work across the partner team.
Partners shouldn't do paperwork.
Book a free consultation and map your own operations handoff.