Industries / Professional services
Professional services.
Software that gives clients a better experience and gives your team hours back.
- Consultancies
- Agencies
- Legal
- Accounting
- Recruitment
- Advisory businesses
Where it breaks today
- Client updates sent one email at a time
- Work tracked across disconnected tools
- Document collection chased manually
What we can build
- Client portals
- Workflow platforms
- CRM extensions
- Dashboards
- Internal systems
- Document workflows
- Automation
- Reporting
Relevant functionality
- Client portals with document sharing
- Matter or project tracking
- Time and task visibility
- Automated reminders
- CRM extensions
- Reporting for partners and managers
Example workflow
Client document collection
- 01
Client is invited to a secure portal
- 02
Required documents are listed for them
- 03
Reminders go out automatically
- 04
Your team is notified when everything is in
- 05
Files are filed against the right client
An illustration of what we could build — every project is scoped to how you work.