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A

Atlas Data Labs

data-services · 8

12 hrs/week

recovered across the leadership team

Atlas Data Labs reclaimed 12 hours/week of admin

12.4

Hours recovered/week

5.0

Additional billable hours/week

+$148

Incremental monthly tooling cost

+$28,000

Quarter-1 net impact

The challenge

Atlas Data Labs is an 8-person boutique data engineering consultancy. The leadership team — two founders and one operations lead — had been quietly losing 12-15 hours a week each to administrative work that scaled with the number of active client engagements. By the time the consultancy hit its eighth concurrent project, the founders were spending more time on contract management, time tracking, invoicing, and project status updates than on the technical work clients hired them for.

The pattern was familiar. Each new client engagement triggered a manual cycle: a contract drafted in Word and emailed for signature; time logged in a spreadsheet that fed into another spreadsheet for invoicing; a weekly status email written from scratch using data scattered across Linear, Notion, and the founders' inboxes. The cycle worked at three concurrent projects. At eight, it consumed the leadership team's focused work blocks.

The solution

The operations lead designed an audit aimed at reclaiming hours, not at cutting cost. The framing mattered: the team was not under budget pressure, but it was running out of human bandwidth. The audit looked at every recurring administrative task and asked one question — what tool or workflow change would remove this from a human entirely?

Four interventions were chosen. First, contract automation: replace Word + email with HelloSign templates triggered from a Notion form. Total time saved per new engagement: roughly 90 minutes of preparation and chase-up. Second, time tracking: replace the spreadsheet pipeline with ClickUp time-tracking, with the sidebar timer left running during work blocks. The data flowed automatically into a weekly view that the operations lead reviewed once on Friday. Third, invoicing: connect ClickUp time data to the existing Wave accounting system through Zapier; invoices now generate as drafts that the operations lead reviews and sends rather than writes from scratch. Fourth, status updates: replace the weekly hand-written email with a Loom recording of the actual project board, scripted in 4-5 bullet points and recorded in under 10 minutes.

The team rolled the four interventions out one at a time over five weeks, with a one-week stabilisation period between each. That sequencing mattered: rolling all four out in the same week would have triggered a backlash and probably reverted at least two within a month. Sequencing also let the operations lead measure the time impact of each change in isolation.

One intervention was rejected mid-rollout. The team trialled an AI meeting assistant that promised to summarise client calls and post action items into the project board automatically. Two weeks of use produced summaries that the founders did not trust enough to send to clients without manual review — defeating the purpose. The tool was cancelled.

The results

Aggregate time savings, measured by week-over-week comparison of the founders' ClickUp time tracking: 12.4 hours/week recovered across the leadership team. Of that, roughly 4 hours/week came from contract automation, 3 hours/week from time-tracking automation, 3.5 hours/week from invoicing automation, and 2 hours/week from the status-update format change.

The reclaimed hours went into two places. Five hours/week absorbed back into client billable work, which represented an additional $9,500/month in invoiceable time at the consultancy's blended rate. The other ~7 hours/week went into business-development conversations the founders had been deferring, which produced two new engagements in the quarter following the audit.

The total monthly tooling cost increased by $148 (HelloSign + Zapier upgraded tier + ClickUp seat upgrade). Net financial impact in the first quarter post-audit: approximately +$28,000 in additional billable revenue against +$444 in incremental tooling cost. The ROI was effectively immediate.

Six months in, the workflow has held. The contract template has been refined three times. The Loom status video has become something clients actively prefer to written updates — two clients explicitly mentioned it during retainer renewals.

“The audit was about hours, not dollars. Once we measured what was actually consuming our weeks, the right tools became obvious.”
— Marcus Tan, Co-founder, Atlas Data Labs

Tools used

ClickUp logo

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