Professional services
Engineering for professional services firms
Client portals, CRM and document workflows for consultancies, law firms and agencies.
01Typical challenges
- 01
Client communication by email
Status updates, documents and approvals are scattered across inboxes.
- 02
Documents everywhere
Files live in shared drives, email and personal laptops at the same time.
- 03
A CRM nobody updates
Data entry is manual, so the pipeline is always out of date.
- 04
Tool sprawl
Projects in one tool, knowledge in another, and nobody owns either.
02How we help
- 02
Build
Client portals with documents, status and secure messaging.
- 05
Automate
CRM and document workflows connected to the tools you already use.
- 07
Platforms
Jira and Confluence set up as one workspace for projects and knowledge, with training for every team.
- 01
Consult
IT strategy and tool choices for growing firms.
Systems we connect
HubSpotJiraConfluenceOdooNext.jsClaude
03Security and regulation
- Client confidentiality with access by client, matter or project
- GDPR and data processing agreements
- Audit trail for document access
Start
Tell us about the task.
We reply within 1 business day.
- 01An engineer, not a sales rep, reads your request.
- 02NDA before the first call, if you need one.
- 03A 30-minute call with an architect, in your time zone.