Sectors
Professional Services
Confidential by design, and built around how the work is actually done.
For law firms, accountants, consultancies, surveyors, recruiters and other advisory businesses.
What makes this sector different
- Client information must be kept confidential, including from colleagues not working on the matter.
- Records must be retained for defined periods and then disposed of properly.
- Professional bodies set obligations that systems must support, not work around.
- Time is the product, so every minute lost to administration is lost income.
- Clients increasingly expect to see progress without having to phone for it.
What we usually find
- Client files spread across email, shared drives and paper.
- Time recorded late, roughly, or not at all.
- Clients chasing updates by phone because there is no other way to know.
- Documents drafted from old files rather than controlled templates.
- Websites that do not reflect the quality of the firm.
What we build for professional services firms
- Case and matter management
- Secure client portals and document sharing
- Time capture and billing support
- Document templates and workflow
- Client onboarding and checks
- Professional websites
How we handle the requirements
Access is restricted by role and by client, so only the right people see each matter. Every document and change is recorded in an audit trail. Retention rules are applied by the system rather than by memory. Data is encrypted throughout. And the workflow is designed around how your team actually works, rather than asking them to change for the software.
Tell us what you are working on.
A first conversation carries no charge and no obligation.