For professional services
Software for professional services firms
You're paid for your judgement and spend half the week chasing documents. Clients email to ask where things are up to, one at a time.
How these businesses run
Work is either a matter with an end, or a recurring deadline that turns up whether you're ready or not. Most firms run both.
Nearly every step needs something from the client, so chasing is the hidden job underneath everything.
Confidentiality isn't optional. Documents need to move safely, and who saw what has to be answerable later.
Where your week goes
- Onboarding stalls the moment one person's on holiday.
- Asking for a document the client already sent.
- Deadlines tracked in one person's spreadsheet.
- Answering “where are we up to?” emails all day.
- Sending sensitive files as email attachments, again.
Sound like your business?
Tell us which one costs you the most time. We'll tell you what we'd build, roughly what it would cost and how long it would take.
What we can build for this
What we'd build for a business like yours. The work already delivered is further down.
- Client onboarding with the chasing built in
- A secure portal where each client sees their own work and next step
- Document uploads by link, with no client account needed
- E-signature on engagement letters, filed against the client automatically
- Recurring deadlines with early warnings, not late surprises
- Reporting on capacity and what's actually at risk
- Permissions, so staff see their clients and partners see the practice
How a project would work
We start with the step where clients hold things up, because that's usually where the time goes.
Everything keeps a record of who did what and when. In a practice, that's what makes a system worth trusting.
Ready to see what it would take?
Watch the short briefing first, or book a review and talk it through with us.
Work we have delivered in this market
Things we have already built
Live in software we have delivered, and relevant to this kind of business. Part of the 123 things we have built.
A login where your client can see their own job
Clients answer their own questions at eleven at night, and the team stops being a lookup service.
Token link client intake forms
Everything needed to start a job comes in through one link, instead of a long back and forth of emails.
Send a document without making anyone create an account
Far more people finish what you sent them, because there is nothing in the way but the thing itself.
Sharing a document without putting it on the internet
The people who should see a document can, and it is not sitting on a public URL a competitor can find.
Auto contract e-sign on close
Contracts get signed as part of closing, so nobody chases paperwork or emails PDFs back and forth.
The follow-up that happens whether you remember or not
Nobody has to be the nag, and nothing stalls for a fortnight waiting on one form.
A record of who changed what, and when
When something looks wrong you can answer who did it in a minute, rather than reconstructing it from memory.
Every page ends in the same single next step
An enquiry does not depend on somebody scrolling back to the top to look for a contact link.
Accountancy practices
The narrower page, and the one with the delivered work behind it. Accountancy practices.
What that usually means building
Tell us how your business actually runs
We build around how you already work, not the other way round. Tell us the part that eats most of your time and we'll tell you what we'd build and roughly what it would cost.