Professional Services
Digital solutions and software development for professional services
We build client portals, workflow, time and billing tools and document systems for consulting, legal, accounting and agency teams.
Demos of working software, usually weeklyPlain-language progress reports
In short
Professional services firms sell time and skill, so their software should save both. We build client portals, case and project tools, time and billing systems and document workflows. They suit consulting, legal, accounting and agency teams. We also connect them to the tools your staff already use.
Problems we solve
Where teams usually come to us
“Clients email us for every update.”
A client portal shows status, documents and messages, so your team answers fewer emails.
“Time and billing live in different tools.”
We link time logs, projects and invoices, so billing takes less effort.
“Documents are hard to find.”
We build a document system with search, versions, tags and access by role.
“Our process lives in people’s heads.”
We turn it into a workflow with steps, owners and reminders.
What we can build
Digital solutions for professional services teams
Client portals
Status, documents, messages and approvals for clients.
Case and project tools
Tasks, deadlines, notes and team views.
Time and billing
Time logs, rates, invoices and reports.
Document workflows
Templates, review steps, signatures and storage.
CRM and lead tools
Enquiries, proposals and follow-ups.
Automation of routine work
Reminders, data entry and report drafts handled by software.
Tools.NETReactSQL ServerAzureSalesforceUmbraco
Rules and data
What we plan for from day one
Every industry has its own rules. We ask about them in the first call.
- Client confidentiality and access by role
- Rules from your professional body or regulator
- Retention and deletion of documents
- Audit logs of who opened or changed a file
- Safe sharing with clients outside your firm
We are a software team, not legal advisers. Your own adviser confirms which rules apply to you.
Services
Services that fit
Most projects use one or two of these. We help you choose where to start.
How we work
From discovery to support
Discovery
We learn about your problem and your users, and write down what you want to achieve.
Plan
We write down the scope, timeline and price before work starts.
Build
We build in short steps and show working software in a demo, usually every week.
Launch
We test the software, release it and hand it over with clear notes for your team.
Support
After launch we can monitor, fix and improve it. Support plans are agreed with you.
FAQ
Questions buyers ask
Can you build a secure client portal?
Yes. We can build sign-in, document sharing, messages and approvals, with access rules for each client and staff role.
Can you connect to our accounting software?
Often yes. We check whether your accounting tool has an API or export, then plan the link.
Can software draft documents for us?
It may help. We can build templates that fill from your data. AI drafting is possible, but staff should review the result before it is sent.
Can you replace many small tools with one?
Yes. We start by listing what each tool does, then build one system step by step.
Do you work with small firms?
Yes. We can start with one small tool, such as a client portal, and add more as the firm grows.
Related
Keep exploring
See also illustrative project examples. Real, client-approved case studies are added as they are published.
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