For professional services
Less admin, more billable hours
For firms whose people should be doing client work, not chasing paperwork.
What it does for you
- Takes intake calls and prepares files
- Schedules client meetings
- Chases documents and signatures
- Drafts engagement letters and invoices
Delegmate
Activity
Emailed Maya three CRM options with pricing2 min ago
Answered Sam’s comment on the launch plan40 min ago
Joined “Weekly sync” and sent the notes1 h agoUpdated deal “Acme renewal”: stage to Proposal2 h ago
Asked Sam before paying the venue deposit3 h ago
Everything a good colleague does
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