Professional Services & Consulting

Office Add-ins for Professional Services Firms

We build Word, PowerPoint, and Excel add-ins that turn client data into proposals, decks, and reports, with your CRM wired in so nothing is rekeyed.

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Microsoft Office add-ins for Professional Services & Consulting

The problems we hear most

Office add-ins for consultancies and professional services firms that run proposals, reporting, and client work in Microsoft 365.

Proposals and decks eat senior time

Consultants rebuild proposals and slide decks for every engagement, reformatting the same content instead of advising clients.

Reporting is manual and repetitive

Status reports and deliverables are assembled by hand from spreadsheets and notes, which is slow at scale.

CRM and project data are disconnected

Contacts, opportunities, and project data sit in the CRM while the work happens in Office, so people copy data between them.

Brand consistency slips

Without shared templates, every consultant formats documents their own way and client deliverables drift off brand.

How we help

Automate proposals and decks

Word and PowerPoint add-ins assemble on-brand proposals and decks from approved content and client data.

PowerPoint add-in development

Sync CRM data into Office

Outlook and Excel add-ins pull contacts, opportunities, and project data from your CRM so reports use live data.

CRM integration

Generate client reports in Word

Word add-ins compile status reports and deliverables from project data, ending the manual assembly.

Word add-in development

File and track engagement email

Outlook add-ins file correspondence to the right engagement and surface client context in the inbox.

Outlook add-in development

Services that fit Professional Services

Each of these is a service we deliver, mapped to a use case your team will recognize.

PowerPoint Add-in Development

On-brand proposals and slide decks generated from approved content and client data.

CRM Integration

Contacts, opportunities, and project data flowing from your CRM into Office.

Word Add-in Development

Status reports and client deliverables compiled from live project data.

Outlook Add-in Development

Filing engagement email and surfacing client context inside the inbox.

The tech we build on

The frameworks, cloud platforms, and AI models behind our Professional Services Office add-ins.

Office.js

React

Vue

TypeScript

Azure

Google Script

OpenAI

Claude

Gemini

Azure AI

Next.js

Angular

Firebase

AWS

PHP

Python

Tailwind CSS

n8n

Stripe

Frequently asked questions

Can an add-in automate our proposals?

Yes. We build Word and PowerPoint add-ins that assemble on-brand proposals and decks from approved content and client data, so consultants stop reformatting the same material and spend their time advising clients.

Can you connect our CRM to Office?

Yes. We build custom CRM connectors that pull contacts, opportunities, and project data into Outlook and Excel, so reports and outreach use live data and no one copies records between systems.

Can the add-in keep deliverables on brand?

Yes. We build add-ins around shared, approved templates so every proposal, deck, and report follows your brand automatically, instead of each consultant formatting documents their own way.

How long does a consulting add-in take to build?

Most professional services add-ins ship in 3 to 6 weeks, depending on how much you automate and how many systems they connect to. We give a fixed scope and timeline after a short call.

Can it track time or project status?

Yes. We build Excel and Word add-ins that compile status reports and time data from your project systems, so engagement reporting builds from live data instead of manual assembly.

Related industries

We build Office add-ins for neighboring sectors with similar compliance and workflow needs.

Ready to give consultants their time back?

Book a free call and we will map your proposal and reporting workflows to a custom Office add-in.

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