INDUSTRY SOLUTIONS

Custom Software for Professional Services Firms

Accountants, consultants, legal and creative firms sell time and trust. We build client portals, time tracking and billing tools that cut admin and make your firm feel organised.

Discuss a services project

Typical modules: Portals, time, billing
Where it runs: Web and mobile
Approach: Secure by design

Where software helps service firms

The work is the product, but the admin around it eats into margin: emailing files back and forth, reconstructing hours at month end, and answering where a matter stands. A well designed system removes most of this and gives clients a more professional experience.

What we typically build

We start with what costs your team the most hours.

Client portal

A secure place for clients to see progress, invoices and messages from your team.

Document sharing

Upload, request and organise documents with clear permissions and history.

Time tracking

Capture billable time as work happens, by client, project and task.

Billing and payments

Invoices generated from tracked time, with payment status and reminders.

Appointments

Online booking with availability, reminders and calendar sync.

Reports

Utilisation, profitability and pipeline views for partners and managers.

What we design for

Trust and efficiency matter equally in professional services.

Confidentiality

Each client sees only their own information, and access is logged.

Partner and staff roles

Partners, staff and administrators have the views and permissions their work needs.

Less chasing

Automatic requests and reminders reduce emails asking for missing documents.

Accurate billing

Time captured as it happens means fewer write-offs and disputes.

A professional impression

A clear, branded portal shows clients that your firm is organised.

Existing tools

Email, calendars and accounting software stay connected.

How we approach a services project

We begin with how a matter actually moves through your firm.

1
Follow a matter through

We trace a typical client from enquiry to final invoice and note where time is lost.
First
2
Design the essentials

The client journey and the staff journey are designed together.
Planning
3
Pilot with a few clients

A small group uses the portal and tools before full rollout.
Iterative
4
Roll out and train

We train your team and invite clients gradually.
Launch

Questions to answer before building

Clear answers speed up the first estimate.

How many staff and clients will use the system?
What documents and messages do clients exchange with you?
How is time recorded and billed today?
Which professional confidentiality rules apply to you?
Which accounting or practice tools must it connect to?
What would save your team the most hours each week?

Start with the client experience

Firms often begin with internal tools, but clients notice the portal first. A simple, secure place to see progress and share documents changes how clients feel about working with you, and it removes a large share of routine emails at the same time.

From there, time tracking and billing follow naturally, because the same client and project records already exist. Building in this order gives visible value early and keeps the rest of the project focused.

THE FIRST STEP

Let's define the right next move.

Share your goals, your current setup, and the main challenge you want to solve. We will use that context to discuss a practical scope and the information needed to plan the work.

Start a project conversation

Spend time on clients, not on admin

Service firms lose billable hours to chasing documents, tracking time by hand and answering status questions. We build portals where clients upload and view what they need, tools that capture time as work happens, and billing that follows from it, all with careful access control so client information stays private.

Frequently Asked Questions

Can you build a client portal?

Yes. Clients can log in to view projects and invoices, upload documents, send messages and book appointments, with each client seeing only their own information.

Can the software track billable time?

Yes. Time can be logged against clients and projects, reviewed, and turned into invoices, with reports on utilisation and profitability.

How is client information protected?

We use role based access, encryption and audit trails, and design the system around the confidentiality your profession requires. Specific regulatory obligations are confirmed with you and your advisers.

Can it connect to our accounting software?

Often yes. Invoices and payments can be exchanged with common accounting tools through their APIs.