Client portals
A secure place for client intake, document exchange, messages and progress, instead of long email chains.
Industry solutions
Professional services
Describe client intake, task handovers and the documents your team produces.
Shape the right solution for your operation
These are possible project starting points, not published customer case studies. Describe your workflow and we can identify a suitable product or a custom project.
What we can build
Examples of systems we can design and build for this sector with the services below. The scope of each project is agreed with you in a written proposal.
Scheduling and billing
Time recording, scheduling and invoicing connected to your accounting software.
Document assistants
Assistants that draft routine letters and summarise documents for your team, with professional review before anything is sent.
What to plan for
- ConfidentialityClient files need strict access control and a record of who opened or changed them.
- Professional rules stay with your firmSoftware supports your work, but the duties set by your professional body or regulator stay with your firm.
- The tools you already useList your practice management, document storage and accounting tools, so the new system works with them rather than beside them.
General information to help you plan, not legal or regulatory advice. Your obligations depend on your organisation, so check them with your own advisers.