Professional Services Automation (PSA)

A Connected System, Across the Full Lifecycle

Rockhop’s Professional Services Automation system links tools like your CRM, Customer Service, Teams, your Professional Services Administration (PSA), e-sign services, and Azure DevOps into one automated workflow. Each agent handles a specific stage of the project lifecycle, and they work together so nothing falls through the gaps.

1. Scoping & Automation

When a scoping call ends, agents get to work. The call transcript is processed to extract project details. This includes proposed architecture, integration requirements, constraints, assumptions, and out-of-scope items. Copilot then generates a line-item estimate built around the Rockhop methodology, broken into project phases and detailed enough for an architect to review and confirm rather than build from scratch.

2. Scope & Contract Creation

After the estimate is confirmed, an agent creates the complete statement of work. This document includes solution architecture, delivery approach, client responsibilities, and assumptions. It's ready for human review before it goes anywhere near a client, so no one is starting from scratch, and nothing is going out unchecked.

3. Project Setup

Once the contract is signed, AI agents trigger a single action that creates the project in your PSA. This includes assigning team members, setting up billing, and generating a task list. The backlog is divided into epics, features, stories, and tasks. Each work item is written in developer-friendly language. This lets the team start right away instead of wasting days on setup.

4. Time Logging & Status Reporting

An agent tracks each consultant’s DevOps activity during the project. It turns this into easy-to-read notes for customers and logs their time in your PSA automatically. Those notes go straight into weekly project status reports. This means project managers spend less time chasing updates and more time managing delivery.

5. Resource Planning

An agent tracks team allocations and the opportunity pipeline. This helps spot issues early. It flags when capacity is tight, when someone is overloaded, or when it’s time to consider adding more resources.

6. Agreement Q&A

Project teams can ask a contract Q&A agent for quick, accurate answers about client agreements. This way, they avoid searching through the SOW during delivery.

Who This Is For

This system was built for professional services organizations where the work behind the work is adding up. If any of these sound familiar, we should talk.

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IT consultancies and managed service providers

Engineering and technical consultancies

Law firms and legal services

Accounting and financial services practices

Any PS firm running scoping, estimates, and delivery on Microsoft

What Your Team Gets Back

The impact isn’t just internal. When your operations run faster and more accurately. Clients feel it too - in faster turnaround, cleaner delivery, and fewer surprises.

Faster Proposals, Higher Close Rates

Getting a contract to a client in hours rather than a week isn't just more efficient, it's a competitive advantage.

Faster contract turnaround correlates directly with higher win rates.

Hours Back, Every Week

Admin and time logging currently absorb an estimated 2+ hours per consultant per week.

That time could go toward billable work, client relationships, or simply a more manageable workload.

Fewer Gaps in Scope

When AI analyses a scoping call transcript, it highlights key assumptions, constraints, and requirements. These details might be overlooked when moving from chat to estimate. This could lead to scope gaps, budget overruns, and difficult discussions with clients later.

Built on the Microsoft Platform

This system runs entirely within the Microsoft ecosystem, connecting the tools your team is likely already using into a single, automated workflow.

Sales

CRM - opportunity management

Microsoft Copilot

Transcript processing, content generation, estimation

SharePoint / Teams

Document storage and collaboration

PSA system

Project setup, time logging, billing

Azure DevOps

Backlog creation and project delivery

GitHub & GitHub Copilot

Developer tooling and AI-assisted build

See It in Action

The best way to understand what this system can do is to see it running. Talk to a Rockhop expert about your current operations and what a connected agent workflow could look like for your team.

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FAQs

Is this only relevant to IT consultancies?

No. The processes covered here (scoping, estimation, contract creation, time logging, status reporting, resource planning) are common to any professional services organization. Law firms, engineering consultancies, accounting practices, and managed service providers all carry the same operational overhead.

Does this require us to be on the Microsoft platform?

Yes. This system is built entirely on the Microsoft platform - connecting tools like Copilot, SharePoint/ Teams, Azure DevOps, and GitHub.

What does working with Rockhop on this look like?

We start with a conversation about where the operational load is highest for your team. From there, we’ll identify where agents can make the biggest difference and scope what makes sense for your environment. Get in touch and we’ll take it from there.

Do agents replace our consultants?

No. The agents handle the repetitive, time-consuming work like drafting, logging, reporting, backlog generation, so your team can focus on the judgment calls, client relationships, and delivery work that actually requires them. Every AI-generated output goes through a human review before it goes anywhere.