Client portals and intake
Onboarding, document exchange and status a client can check themselves, instead of emailing to ask where things stand.
Client portals, engagement tracking, document automation and billing on one platform, so the work your firm sells is the work your systems can actually see.
Talk to our team
One senior pod across the portal, the workflow and the billing, so the system your people use and the system your clients see are the same system.
Four outcomes agreed as measures before the build starts, and reported against once it ships.
Fee earners spend the day on the engagement rather than re-entering what a system already knows.
Scope, stage and owner are clear while the work is running, not reconstructed at month end.
Time captured as it happens, so realisation stops depending on what people remember on a Friday.
Runbooks, access and a recorded walkthrough at handover, so your team is not dependent on ours.
Three things decide whether a professional services platform gets used or quietly worked around.
If capture takes longer than the task it records, nobody uses it and the data is worthless. We design against the working day, not against the org chart.
Matter-level access, information walls and audit trails belong in the first design session, not retrofitted the week before a risk review.
Repositories, cloud accounts and documentation sit in your name from the first commit. Leaving should cost you notice and nothing else.
Four stages from first conversation to a platform your own team runs. Every engagement passes the same gates, with adoption tracked from day one.
How engagements actually run, where the spreadsheets have quietly become load bearing, and which numbers the partners are judged on.
You get: An engagement map and the numbers your partners are judged on
Workflows designed around the working day of the people who will use them, reviewed with fee earners rather than signed off above them.
You get: Workflows tested with fee earners, and the access model
Senior engineers shipping in short cycles you can watch, with the access model in place from the first commit rather than the last.
You get: Working software every cycle, in your own repositories
Access testing, a risk review pack, then a phased rollout with runbooks and a support window while adoption settles.
You get: The risk review pack, runbooks and a recorded walkthrough
That is the question we design against. If capture takes longer than the task it records, adoption fails and the data is worthless, so we test the working day with real people before the build rather than after it.
Usually yes. Most engagements start by integrating your existing practice management, document store and finance systems rather than replacing them, and we will say plainly when replacement is the cheaper path.
Least-privilege access, matter-level information walls and a full audit trail, designed in the first sessions. You get the evidence pack your risk committee needs rather than an assurance that it was considered.
Drafting, extraction and summarisation from your own templates, always with a person signing off before anything reaches a client. A model that cannot show its working does not go near advice.
Most platforms reach a usable first release inside a quarter, with something your team can try well before that. We give you a real date rather than an optimistic one.
You do, from the first commit. Repositories and cloud accounts are created inside your organisation, and nothing we build is licensed back to you or shared between clients.
Platforms, marketplaces and credibility-first sites delivered for services businesses.
Tell us where an engagement falls apart today, and a senior engineer will come back to you within one business day.
