Professional services
Client portals, practice management and automation for firms and consultancies.
Overview
Professional firms sell expertise and time. Software should capture work accurately, keep clients informed and remove administrative drag.
Challenges we design for
- Time and billing captured late
- Documents exchanged over email
- Repetitive client onboarding
- Knowledge locked in individuals
Where software helps
- Client portals for documents and status
- Time tracking linked to billing
- Automated onboarding workflows
- Internal knowledge assistants
Software we build for this sector
- Practice management
- Client portals
- Document automation
- Knowledge bases
Workflows
- Engagement and onboarding
- Work tracking
- Billing and collections
- Document delivery
Common integrations
- Accounting
- Email and calendars
- E-signature providers
- Storage
Compliance considerations
Points we raise early. This is not legal advice; your advisers confirm what applies.
- Client confidentiality obligations
- Professional body record-keeping rules
Intended benefits
- Faster billing
- Less email back-and-forth
- Consistent onboarding
- Reusable knowledge
Solutions
Business automation
Remove repetitive, manual work by connecting systems and automating rule-based steps.
CRM solutions
Capture every lead automatically and make the next follow-up obvious.
Service desk
Give every customer or employee request an owner, a priority and a deadline.
Document management
Store, find and control documents with versions, permissions and retention.
Employee management
HR records, attendance, leave and payroll inputs in one organised system.
Relevant services
Custom software development
Design and build of bespoke web, mobile and back-office applications — from first specification to production support.
Workflow automation
Automated workflows across apps and internal systems using n8n, Zapier, Make or custom code — with error handling and monitoring.
Generative AI
LLM-powered features: retrieval-augmented assistants, content drafting, summarisation and search over your documents with evaluation and guardrails.
CRM development
Custom CRMs and Salesforce or Dynamics implementations — lead capture, pipelines, activity tracking, automation and reporting.
Document digitisation
Scanning workflows, OCR and AI extraction, indexing, document management and retention policies for paper-heavy processes.
Building for professional services?
Tell us about your workflows, constraints and users. We reply with questions and options.