Professional Services
Custom software and AI tools for law firms, consultancies, and agencies
Professional services firms run on knowledge, relationships, and reputation. We build custom CRMs, client portals, AI document tools, and operational systems that let your team spend more time on billable work and less on admin.
The problem
Where professional services businesses get stuck
- Client onboarding and document collection is slow and manual
- Knowledge and process locked in individual team members
- No central system for tracking project status and utilisation
- Admin tasks consume hours of billable time each week
- Reporting for clients requires manual data gathering
Our solutions
What we build for professional services companies
- Client portals for document collection and project tracking
- AI document review and summarisation tools
- Custom CRM for professional services pipelines
- Internal knowledge base and AI assistant
- Automated reporting and client communication tools
FAQ
Common questions
Can AI help with document review in legal or consulting workflows?
Yes. We build AI document review tools that extract key terms, summarise contracts, flag unusual clauses, and generate structured reports. These tools handle the first pass, leaving final review to the qualified professional. Processing time for standard documents typically drops 60-80%.
What does a client portal typically include?
Secure document upload and sharing, project status visibility, invoice and payment history, communication threads, and e-signature integration. We build it around your specific service delivery workflow rather than a generic template.
How do you handle client confidentiality when using AI tools?
We configure AI tools to avoid sending client-identifiable data to third-party model APIs. For firms with strict confidentiality requirements, we deploy models that run on your own infrastructure or use Azure OpenAI with data residency guarantees. Your client data never becomes training data for a shared model.
Can you build an AI assistant trained on our internal knowledge base?
Yes. We build retrieval-augmented generation (RAG) systems that index your internal documents - policy manuals, past case files, templates, process guides - and make them queryable through a chat interface. The assistant answers from your specific knowledge rather than general web data.
Do you integrate with billing and time-tracking software?
Yes. We integrate with common tools including Clio, PracticePanther, FreshBooks, Xero, Harvest, and Toggl. Where a direct integration does not exist, we build it via API. The goal is usually to eliminate double entry between your delivery system and your billing system.
Relevant services
Ready to talk?
Book a free 30-minute call and let's see how we can help your professional services business.
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