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Industry

Professional Services

Client portals, knowledge tools and automation for consultancies, legal and accounting firms.

Consultancies, legal practices and accounting firms sell expertise, yet much of their time is consumed by administration: gathering documents, searching for past work, tracking time and preparing reports. Clients increasingly expect secure, convenient digital collaboration.

We begin by understanding how work flows through your firm, from first enquiry to final invoice, and where expertise is lost to repetitive tasks. That insight lets us prioritise improvements that free professionals to focus on advice and relationships, while giving clients a more transparent, responsive experience that reflects the quality of your work.

Solutions are introduced gradually, with training and support, so partners and staff adopt new tools with confidence.

How we help

  • Secure client portals for document exchange, approvals and status updates.
  • AI knowledge assistants that find relevant precedents and internal know-how with citations.
  • Workflow automation for intake, engagement letters, time capture and billing.
  • Document intelligence for summarising and extracting key information, reviewed by experts.
  • Dashboards for utilisation, pipeline and profitability.

Confidentiality by design

Client confidentiality is paramount, so we build with strict access controls, encryption and audit logging, and choose AI deployment options that respect your data obligations. Explore our generative AI, custom software and cybersecurity services.

Challenges

What Professional Services teams face

  • Time lost on administrative tasks
  • Secure document sharing with clients
  • Finding knowledge across the firm

Solutions

How we help

  • Secure client portals
  • AI knowledge assistants
  • Automated time and billing workflows

Services

Relevant services

Custom Software Development

Bespoke applications that automate your workflows, connect your systems and scale with your organisation.

Explore service

Business Process Automation

Workflow automation that removes manual steps, reduces errors and frees your team for higher-value work.

Explore service

Cybersecurity Consulting

Security assessments, secure architecture and practical roadmaps to reduce risk.

Explore service

Products

Solutions for Professional Services

Available Demo

CRM & ERP Platforms

Orbit CRM

A modern CRM with AI lead scoring and pipeline automation. Demo product for previewing the catalogue.

View product
Beta Demo

AI-Powered Applications

Nimbus Assist

An AI knowledge assistant grounded in your company documents. Demo product for previewing the catalogue.

View product

Building for Professional Services?

Tell us about your goals and we will propose the right approach, team and plan.