Consulting & Professional Services
Digital systems that turn expertise into repeatable revenue.
Consultancies sell judgement, but they are run on admin: proposals, onboarding, project tracking, timesheets and the knowledge that only exists in one senior person's notes. We build client portals and internal systems that make delivery visible and expertise reusable, so growth does not depend on the founders remembering everything.
Common challenges
- Manual proposal and onboarding work for every new client
- Project knowledge scattered across drives, inboxes and chats
- Inconsistent client communication as the team grows
- No reliable view of delivery status, capacity or margin
How we help
- Client portals for documents, milestones and approvals
- Proposal and onboarding workflows with templates
- Searchable knowledge systems and document management
- CRM, calendar and timesheet integration with delivery reporting
Relevant use cases
Client portals
Clients track work and find documents instead of emailing for updates.
Lead qualification
Enquiries triaged and routed so senior time goes to real opportunities.
Knowledge hubs
Past work and templates findable, so nothing is written twice.
Delivery dashboards
Project health, utilisation and capacity in one view.
Frequently asked questions
Can a portal be branded as ours rather than looking like software?
Yes -- your domain, your branding, your language. For professional services the portal is part of how clients judge you, so it should look like your firm and not like a tool you bought.
We use several tools already. Replace or connect?
Connect first. If your CRM, calendar and accounting work, the problem is usually the gaps between them rather than the tools. Integration is cheaper, faster and less disruptive than migration, and it tells you whether a replacement is warranted.
How do you handle client confidentiality?
Access control per client and per role, audit logs of who viewed what, encryption in transit and at rest, and NDAs on our side where you need them. We can also deploy entirely within your own cloud account so data never sits with us.