Professional services
Spend your hours on client work, not on chasing paperwork
Consultancies, accounting practices, law firms and marketing agencies sell expertise by the hour or by the project. The work that eats those hours is rarely the expert part: chasing documents, re-keying intake details, following up proposals and answering 'where are we on this?' emails. We build websites that explain what you do clearly, client portals and automation for the admin, and AI tools where they genuinely save time. For agencies, we also deliver under your brand through our partner programme.
What gets in the way
Chasing documents by email
Accountants know the pattern: a list of documents sent at the start of the year-end or tax-return cycle, then weeks of reminders, partial uploads, wrong files and attachments buried in long email threads.
Intake starts from scratch every time
New enquiries arrive by phone, email and web form in different shapes. Someone re-keys the details, a law firm runs its conflict check by hand, and the engagement letter is copied from the last one and edited.
Proposals go quiet
A proposal goes out after a good meeting, then nothing. Following up feels awkward and gets postponed, and by the time someone calls, the prospect has signed elsewhere or shelved the project.
Agencies are asked for more than they can staff
Marketing agencies are asked for websites, chatbots and automation alongside campaigns. Hiring for each skill is slow, and turning the work down sends the client looking elsewhere.
What we build
A website that explains your expertise
Clear service pages, team profiles with real credentials, articles that answer the questions clients actually ask, and an enquiry form that captures what you need for a first conversation. Built to be read by people, search engines and AI assistants; see how AI assistants decide which business to recommend.
Website design and developmentA customer portal for your clients
A secure place where each client sees what you need from them, uploads documents against a checklist, approves deliverables and checks progress, instead of emailing to ask.
Web apps and customer portalsDocument collection that chases for you
Reminders for missing items that stop as soon as each item arrives, files renamed and stored in the right client folder, and a single summary for the person responsible.
Workflow automation and CRM integrationIntake and proposal follow-up
Structured intake forms that create the client record, start your conflict or eligibility checks and draft the engagement letter from your template. Proposal follow-ups go out at intervals you choose, written in your voice, either automatically or after your approval.
Workflow automation and CRM integrationAI automation for agencies and firms
We look at where AI can save real time in your work, such as first drafts of reports, meeting summaries, content briefs or research, and set it up with review steps so nothing reaches a client unchecked. Our AI readiness assessment guide is a good place to start.
AI consulting and automation auditWhite-label chatbots and builds for agencies
Through our partner programme, agencies can offer websites, white-label chatbots and automation to their own clients, delivered by us under the agency's brand, while the agency keeps the client relationship.
AI chatbots and WhatsApp automation
From signed proposal to a complete document set, without chasing by hand
An example workflow. Every build is tailored to your process.
A new client accepts your proposal; their record is created in your CRM and a portal invitation goes out automatically.
The portal shows a checklist for their engagement, for example identity documents, last year's accounts and bank statements, each with a note on what is acceptable.
As files are uploaded they are renamed, stored in the client's folder and ticked off the checklist.
Missing items trigger a polite reminder every few days, and the reminders stop the moment the last item arrives.
Anything still missing after your deadline becomes a task for the account manager, listing exactly what is outstanding.
When the set is complete, the person doing the work gets one notification with a link to everything they need.
Questions
Services
- Website design and development
- Web apps and customer portals
- Workflow automation and CRM integration
- AI consulting and automation audit
- AI chatbots and WhatsApp automation
Guides
Is a client portal secure enough for financial or legal documents?
It can be, if it is built properly: individual logins with two-factor authentication, access limited to each client's own files, encrypted storage, audit logs and a clear retention policy. We agree these requirements in writing before we build, and your compliance lead should review them.
Can AI draft client work for us?
It can draft, summarise and check, but a qualified person should review anything that goes to a client. We build review steps into every AI workflow, and confidential client material should only go into tools your firm has approved for it.
How does white-label delivery work for agencies?
We build under your brand and stay in the background, and you own the client relationship. Scope, communication and support arrangements are agreed in writing through our partner programme.
Will this work with the software we already use?
Usually. Most practice management, CRM and document tools offer integrations or an API. We check what yours supports on the first call and tell you what is and is not possible before quoting. Our CRM integration guide explains what to look for.
Do we need a new website as well?
Not necessarily. If your site is clear, fast and up to date, we leave it alone and focus on the workflow. Our free website and AI search check gives you a quick view of where it stands.
Tell us what you want to build.
A 30-minute call is free. By the end you'll know whether it's worth building, and how we'd approach it.
A fixed written quote within 2 working days of receiving the information we need.