Core
Back Office
Most of the time your professionals lose goes to back-office work.
- Scheduling and calendar management
- Document preparation and formatting
- Time and billing support
- CRM and matter data
Industries · Business Experience
Professional Services.
More time for client work.
Consulting, legal, accounting and advisory firms earn on expertise. We take on the administrative and operational work around it: scheduling, documents, client communication, billing support and data, so your professionals spend more of their time on client work.
Functions that matter most
The challenge
Common operational problems in professional services
Adding people doesn't fix these on its own. Each one needs a change in how the work is designed, and a team that knows your business.
- 1
Admin eats billable time
Professionals spend hours on scheduling, formatting and follow-up.
How we handle it: A dedicated team takes the routine work off their desks.
- 2
Client matters are confidential
Files and correspondence must only reach the people who should see them.
How we handle it: Access is limited to what each role needs, and handling is checked in QA.
- 3
Billing lags the work
Time entries, invoices and follow-ups fall behind.
How we handle it: Back-office teams keep time, billing and follow-up on schedule.
- 4
Every partner works differently
Preferences vary by person, practice and client.
How we handle it: Your Operations Analyst documents how each team works before we start.
Where we fit
Where each BX function fits in the professional services lifecycle
- Customer Experience
- Revenue as a Service
- Back Office
- 1
Win
Research and meeting setting
Revenue - 2
Open
Client and matter setup
Back office - 3
Coordinate
Calendars, travel and logistics
Back office - 4
Prepare
Documents and reports
Back office - 5
Bill
Time, invoices and follow-up
Back office - 6
Stay in touch
Client inquiries and updates
CX
Where the work sits across these stages
- Customer Experience: 1 of 6 stages
- Revenue as a Service: 1 of 6 stages
- Back Office: 4 of 6 stages
This is a typical lifecycle. Your Operations Analyst maps your actual process before anything changes.
How BX applies
Business Experience functions for professional services teams
We look at your systems, workflows and customer lifecycle, fix what slows them down, then run the function with a dedicated team. These are the functions professional services clients usually start with.
Often added
Customer Experience
Clients expect quick, discreet answers.
Client inquiries and status updates · Intake calls · Appointment reminders
Revenue as a Service
Partners sell best when the groundwork is done for them.
Prospect research · Meeting setting for partners · Proposal support
Talent Operations
Hiring professionals takes a lot of coordination.
Candidate sourcing and screening support · Interview scheduling · Applicant tracking upkeep
What we run for professional services teams
A starting list. Your Operations Analyst scopes the exact work with you during the assessment.
- Administrative Support
- Scheduling & Calendar Management
- Document Preparation
- Data Entry & Processing
- Client Communication
- Billing & Invoicing Support
- CRM Management
- Research Support
- Travel Coordination
- Report Preparation
Engagement model 01Co-sourcingKeep leadership of the function. A dedicated Insaan team works alongside yours, in your tools and to your playbooks.Learn about co-sourcing Engagement model 02Full outsourcingHand us the whole function. We fix the systems and workflows, then run it and answer for the results.Learn about full outsourcing
Hybrid Intelligence
How AI and people split professional services work
Every function we run pairs AI with trained people. The two lists below show which professional services tasks go to each.
AI handles
- Drafts documents from your templates for review
- Extracts data from client files and forms
- Keeps calendars, CRM and matter records in sync
- Checks invoices against time entries and rates
People handle
- Works to each partner's preferences
- Handles client communication with discretion
- Catches what does not look right before it goes out
- Decides what needs a professional's attention
Data-driven QA
Quality review against your rules
For a firm, quality comes down to accuracy and discretion. Documents, invoices and client emails are checked against your standards, and each review includes a confidentiality check.
What QA checks in professional services
- 1Document accuracy against the source
- 2Billing rates and entries
- 3Confidential information handled correctly
- 4Client communication tone
- 5Deadlines met
Your compliance team defines the rules. We configure training, scripts and QA to them; we don't replace your own legal or compliance advice.
NAS-AI · QA review
Invoice batch review
- Rates match the engagement letterPass
- Time entries completePass
- Sent to the correct client contactPass
- Expense missing a receiptFlag
Passed checks
Logged to the record
Flagged items
Sent to the team lead for coaching
Example view. Your checks are set with your team.
Who runs it
Who runs your professional services operation
From our flagship hub in Amman: university-educated, English-fluent professionals selected to North American standards.
- 1
Day one
Your Operations Analyst
Learns how your professional services operation really runs, maps the lifecycle and designs where AI helps and where people lead.
- 2
Go-live
Your Function Manager
Takes over day-to-day leadership of your dedicated team and is accountable for the results you agree with us.
- 3
Every day
Your dedicated team
Trained on your products, policies and customers, working only on your account, and visible to you in NAS-AI.
FAQ
Questions about professional services outsourcing
How do you protect client confidentiality?
Your team is dedicated to your firm and never shared. Access is role-based, so each person sees only what their work needs, and confidentiality is part of QA. We are happy to walk your IT and risk teams through how it works.
Can you work to individual partners' preferences?
Yes. Your Operations Analyst documents how each partner and practice likes things done, and those preferences become part of training and QA.
Can you support billing and payment follow-up?
Yes. We prepare invoices from time entries, check them against your rates and rules, and follow up on what is outstanding, within the process you set.
Is our team shared with other clients?
No. Your team is dedicated to your business and is never shared across accounts.
How do we see how the operation is performing?
Through NAS-AI, our operational intelligence platform. You see live performance, quality scores, compliance flags and coaching activity, the same view we manage to. Your Function Manager also reviews performance with you regularly.
Should we start with co-sourcing or full outsourcing?
It depends on how much of the function you want to keep running yourself. Co-sourcing adds a dedicated team alongside yours; full outsourcing hands us the whole function. Many clients start with co-sourcing and move to full outsourcing later.
Let's look at your professional services operation.
Tell us which function you want to fix or scale. We'll show you what we would change, where AI and people fit, and who would run it.