More billable hours, fewer admin ones.
Professional services firms sell expertise, yet lose hours to timesheets, document formatting, research and client portals. Odin handles the repeatable steps on screen so your people stay on client work.
- Works in your existing software
- Act or Guide
- You stay in control
Guide · Step 2 of 3
Turn on two-step verification here. I will wait while you do it.
The everyday grind
Where professional services teams lose their hours.
Timesheets are always late
Reconstructing a week of work from calendars and emails is painful.
Document assembly is tedious
Proposals, engagement letters and reports are rebuilt from old versions.
Client portals multiply
Every client has its own system for uploads, approvals and invoices.
Research eats margins
Junior staff spend hours gathering background that could be faster.
How Odin helps on screen
Press a key. Odin takes it from there.
Examples of what members ask Odin to do in the tools this industry already relies on.
Act mode
Odin does it
- “Draft this week's timesheet in Harvest from your calendar and sent mail, coded to the right matters for your review.”
- “Assemble an engagement letter in Word from the template, the client's details and the agreed scope.”
- “Upload the deliverables to the client's portal, fill in the required fields and confirm receipt.”
Guide mode
Odin shows you
- “Walk a new associate through opening a matter in Clio.”
- “Show a consultant how to format a deck to the firm's template.”
- “Guide a partner through approving invoices in the billing system.”
Works on screen in tools such as
- Microsoft Word
- Excel
- PowerPoint
- Clio
- Harvest
- Xero
- QuickBooks
- SharePoint
- DocuSign
- Smartsheet
Product names are trademarks of their respective owners and are shown only to illustrate the kinds of software Odin can operate on screen. No affiliation or endorsement is implied.
Workflows
Ready-to-run workflows for your team.
- Workflow
Time capture
Draft entries from calendars and activity for each person to confirm.
- Workflow
Proposal and SOW assembly
Build first drafts from approved templates and past work.
- Workflow
Research packs
Background briefs on companies, markets and precedents.
- Workflow
Client portal admin
Uploads, forms and status updates handled consistently.
- Workflow
Billing preparation
Pre-bills reviewed for missing entries and narrative quality.
- Workflow
Deck formatting
Apply templates, fix alignment and check consistency.
Swarms and portfolios
A research bench that never sleeps.
Swarms gather market context, monitor client news and draft briefing notes between meetings, cycle after cycle. Build a portfolio of practices in the same discipline and the same city with no exclusive territory to stop you.
- Client and sector monitoring
- Briefing notes on demand
- Practice roll-ups in the same territory
Swarm fleet
Acquisitions · Northeast
Specialists
Experts in professional services, on call.
Bring any of these specialists into your Odin workspace. They share your context, so you never start from scratch.
Research associate
Gathers and summarizes background on any topic.
Proposal manager
Shapes compelling, compliant proposals.
Practice operations lead
Improves utilization, billing and workflow.
Editor
Ensures documents read clearly and consistently.
Bookkeeping assistant
Keeps receivables and expenses organized.
Security and compliance
Respecting the rules of your industry.
Client confidentiality comes first: Odin only sees what is on screen when you start a task.
Professional advice and sign-offs remain the responsibility of qualified practitioners.
Follow your firm's document retention and conflict-check procedures as usual.
Odin does not provide legal, tax or accounting advice.
Always, in every industry
- Odin sees the screen only when a member starts a task
- A Stop button and stop shortcut that halt Odin instantly
- Passwords, payments and confirmations wait for a person
- Actions limited to the member’s own access
These notes are general guidance, not legal or compliance advice. Your organization remains responsible for meeting its own obligations.
Read about Odin security →What changes
The difference teams notice first.
Timely timesheets
Less leakage, less chasing.
Faster first drafts
Teams start from a strong draft instead of a blank page.
Smoother client experience
Portals and paperwork handled without delays.
Higher-value work
People spend their hours on judgment, not formatting.
Professional Services FAQ
Questions we hear often.
Is client information kept confidential?
Odin only sees your screen when you start a task, and your workspace is private to you and your authorized teammates.
Can Odin work in our practice management system?
Yes. Odin works in any system you can open on screen, using your access.
Does Odin give professional advice?
No. Odin helps with research, drafting and admin. Advice and sign-off remain with your professionals.
How much does it cost to start?
Odin is free to start with a generous free tier. Paid plans add capacity and support, and you only pay for extra usage beyond your plan.
Explore more industries
Odin for Professional Services
Hand off the busywork. Keep the craft.
Download Odin, open the software you use every day, press your shortcut and watch the first task get done.