Client context
Keep organizations, contacts, opportunities, engagements, matters, notes, and communication connected.
Batoi Flex Industry Pack
Professional Services Industry Pack
Connect client development, engagements, matters, delivery activity, time, billing, and reporting.
Consultancies, agencies, studios, advisers, and specialist service firms
Operating Outcomes
Bring the operating journey into one connected view
Give service teams one operational view from the first client conversation through delivery, billing, and ongoing relationship management.
Delivery visibility
See active work, responsibilities, milestones, time context, and client-facing progress.
Commercial continuity
Carry approved work into billing and reporting without reconstructing delivery history.
Connected Workflows
The work this Industry Pack brings together
Clients and relationships
Client organizations, contacts, conversations, follow-ups, and relationship history.
Engagements and matters
Scope service engagements and organize related matters, responsibilities, and records.
Projects and deliverables
Coordinate tasks, milestones, files, notes, approvals, and delivery status.
Time and activity
Capture time and work context for visibility, review, and billing preparation.
Billing
Prepare charges and invoices from approved engagement and delivery context.
Management reporting
Review client activity, delivery position, commercial progress, and team workload.
Operating Journey
How the work moves through Flex
The exact configuration follows your operating model, but the working journey stays connected from setup through review.
- 1
Qualify the client need and define the engagement.
- 2
Organize matters, delivery responsibilities, milestones, and records.
- 3
Track activity, time context, decisions, and client communication.
- 4
Prepare billing, review outcomes, and continue the relationship.
Shared Flex Foundation
Industry context without another disconnected system
This pack extends Batoi Flex. It is not a separate product.
Customer and stakeholder context
Keep the people and organizations involved in the work connected to relevant activity.
Billing and payments
Carry approved operational context into invoicing and supported payment workflows.
Documents and communication
Relate files, notes, announcements, and conversations to the work they support.
Reporting and access
Give authorized participants useful views while supporting operational oversight.
Adoption Review
Confirm fit before configuration
Use discovery to confirm the operating scope, information to retain, access boundaries, integrations, and rollout responsibilities.
- Engagement and matter structure
- Time and billing practices
- Client access and communication
- Document migration
- Reporting and approval needs
Availability and responsibility
The workflows shown describe the intended scope of the pack. Exact availability, configuration, integrations, migration, and onboarding are confirmed for each organization.
Where regulated or sensitive work is involved, the organization remains responsible for its policies, professional judgment, access decisions, legal obligations, and independent review.
Compare other Industry Packs
Frequently asked questions
No. It extends Batoi Flex with records and workflows suited to this operating context while retaining the shared Flex foundation.
The page describes the intended operating scope. Exact availability, configuration, integrations, and onboarding scope should be confirmed for your organization.
Migration may be possible when usable source information is available. Discovery confirms what can be imported, archived, validated, and retained.
Review your roles, records, recurring workflows, access needs, reporting, integrations, migration scope, and applicable obligations with Batoi or a consultant partner.