Professional services software developmentLess admin per client, more billable work.
- Clients
- Consultants
- Project leads
- Finance
- Partners
Once it's live
What changes- Clients onboard themselvesinstead of a week of intake emails
- Documents in one portalinstead of attachments across inboxes
- Invoices from tracked workinstead of rebuilding hours from memory
A day running on the system
- 08:30SystemA new client's intake form has created their project and folder.
- 10:00ClientThe client uploads documents to their portal instead of emailing.
- 12:00SystemAn AI assistant drafts the first summary from the uploaded files.
- 15:30ConsultantTime is logged against the project from the task itself.
- 17:00ClientThe client approves a deliverable in the portal.
- 18:30FinanceThis month's invoices are generated from tracked work.
Systems we build for professional services
- Client intake
- Client portals
- Project and task tracking
- Document automation
- Time and billing
- Firm dashboard
Example interface with sample data
Designed around professional services
Work that carries across to professional services
Our professional services work
Questions firms ask us
Still deciding?
Ask us about your project directly.
A free 30-minute call, and a written proposal before any work starts.
01Have you built software for a professional services firm?
Not as a published project yet. The pieces such as client dashboards, intake and pipelines are ones we've built for The Elites, whose admin dashboard manages clients, sessions and revenue, and for RAWASY Metal's inquiry pipeline.
02Can clients upload documents securely?
Yes. Each client has their own portal with role-based access and activity logs.
03Can AI help with our paperwork?
Yes. We build assistants that draft, summarise and fill templates from your own documents, with a person reviewing before anything goes out.
04Can it connect to our accounting software?
Usually, yes, through APIs or exports, so invoices don't have to be typed twice.
05How much does it cost and how long does it take?
It depends on the users, workflows and integrations involved. We scope every project on a free 30-minute call and send a written proposal with a phased plan before any work starts, so the most valuable part goes live first.
06Which countries do you work in?
We work remotely with businesses across North America, Europe, the Middle East, Asia-Pacific and Africa, including the United States, Canada, the UK, Germany, the UAE, Saudi Arabia, Australia and Singapore, and anywhere else, with a working demo every week of the build.
The services behind it
Building for professional services?
Tell us how your operation runs today. We'll scope the system around it, not a package.