How a consulting firm cut proposal-to-cash time in half.
The challenge
Each new engagement meant rebuilding a proposal, chasing a signature, and then re-keying everything into an invoice. Deals slowed down at every handoff.
The solution
Lio tracks every opportunity, Sigi sends the statement of work for signature, and Inzo invoices against milestones the moment it is signed.
The results
Proposal-to-cash time was cut in half, win rate rose about 27%, and the team saved roughly 30 hours a month on admin.
“A signed SOW used to mean a week of paperwork. Now the invoice is already out the door.”
Sample ContactPrincipal (sample)
The connected workflow
One handoff to the next, no manual glue between tools.
Tracks the opportunity and the proposal.
Sends the statement of work for signature.
Invoices against milestones once it is signed.
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