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Professional Services

Systems for firms that run on expertise.

Accounting, legal, financial and other professional firms spend a lot of each week on work that has to be done but doesn't need their expertise. We build the workflows, integrations and tools that take it off their desks, starting with the one task that costs the most time.

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Sound familiar?

Problems we hear.

If any of these describe your operation, we can likely help.

  • Chasing clients for documents and answers
  • Entering the same client details in several systems
  • Hunting for the right template, precedent or past file
  • Tracking deadlines in spreadsheets and calendars
  • Keying in documents that arrive in every format
Professional Services

What we build.

  • Workflow management

    Engagements, matters, checklists and deadlines tracked in one place, with each step assigned and visible.

  • Document processing

    Incoming documents sorted, named, filed and read for key details, with uncertain items sent to a person.

  • Knowledge management

    Search across the firm's own templates, past work and policies, with answers that link to the source.

  • Data integration

    Practice management, accounting, document storage and CRM systems connected, so client details are entered once.

  • Client communication

    Document requests, reminders and status updates sent on schedule, so staff stop chasing.

  • Specialized tools

    The calculators, checklists and reports specific to your practice that no package covers.

Any size

Start with one task.

From a two-person office to a firm with several locations, everyone starts the same way: with the one task that costs the most time. We build that, make sure it works, and grow from there at your pace.

  • Small firms: nothing to install or manage; we set it up and look after it
  • Larger firms: built around the systems and processes you already have
  • Rolled out one workflow at a time, without disrupting the firm
Systems we build

What this looks like in practice.

  • Accounting firms

    Document collection that follows up on its own

    Each client gets a checklist of what is needed and reminders on a schedule, and staff see what is still outstanding at a glance.

  • Professional firms

    Answers from the firm's own files

    Staff ask a question in plain language and get an answer drawn from the firm's templates, policies and past work, with links to the source documents.

  • Law and financial offices

    Intake that sorts itself

    Incoming documents are classified, key details are pulled out and the file goes to the right client, with anything uncertain sent to a person for review.

    1. EmailUploadsScans
    2. Intake
    3. Client filesPractice system
Capabilities

How we help.

Tell us what's slowing you down.

Describe the problem in your own words. We'll tell you plainly what we'd look at first.

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