Systems for consultancies and professional practices
Professional firms sell time and judgement. Software helps by removing the administrative work around them: chasing documents, tracking deadlines and reporting status.
- Common systems
- Customer Portal, Approval Workflow System
- Typical first step
- Client portal with document checklists
- First phase live in
- 3 to 5 weeks
Selling judgement, losing hours to admin
Chartered accountants, company secretaries, consultants, architects and law practices share a common operational shape. Work arrives as engagements with deadlines, each requires documents from the client, and a significant portion of the team's week is spent chasing those documents and reporting on progress. A client portal that lets clients upload against a checklist, combined with deadline tracking that surfaces what is due, addresses most of the administrative burden without changing how the professional work itself is done.
Where the week goes in a professional practice
Document collection consumes the week
Clients are chased repeatedly for documents by email, phone and message, and it is hard to know at a glance who is holding up what.
Deadlines are tracked in spreadsheets
Statutory and contractual deadlines across many clients are managed in a shared file, which is a significant risk when the stakes are penalties.
Clients ask for status constantly
Progress updates are given individually by phone or email rather than being visible to the client on demand.
Files are scattered
Client documents live across email attachments, local drives and cloud folders, with no reliable record of what was received and when.
Utilisation is invisible
Without a record of time against engagements, it is hard to know which clients are genuinely profitable.
What we build for practices
Client portal with document checklists
Clients see exactly what is required, upload directly against each item and receive automatic reminders, which removes most of the chasing.
Engagement and deadline tracking
Every engagement with its stages, owners and statutory deadlines, with a view of what is due this week and what is at risk.
Client-visible status
Clients check progress themselves rather than requesting an update, which reduces interruptions and improves the relationship.
Structured document repository
All client documents in one organised, searchable store with version history and controlled access.
Time and utilisation tracking
Lightweight time capture against engagements, giving realistic profitability by client and by service line.
Automated compliance reminders
Recurring deadlines generate tasks and client reminders automatically rather than depending on someone maintaining a calendar.
Not sure which one to start with?
Tell us how your business runs today. We will suggest the first step and give you a fixed price for it.
Solutions and services for this sector
Ready-made systems that address the problems above, and the services used to build them.
Customer Portal
A login area where customers check their own orders, invoices, documents and requests.
Approval Workflow System
Route requests to the right approver automatically, with delegation, escalation and an audit trail.
Booking & Appointment System
Online booking that respects your real availability, with reminders that reduce no-shows.
Email & Document Automation
Read incoming emails and documents automatically, extract what matters and file it where it belongs.
Spending too much of the week chasing clients?
Tell us how documents and deadlines are tracked in your practice. We will tell you how much of that a client portal could take off your team.
The first conversation is free, with no obligation.