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Professional services firms

Client and delivery software for professional services firms.

Consultancies, advisers and agencies sell time and expertise. We connect client intake, engagements, time, documents and billing so partners see utilisation and margin without a monthly spreadsheet exercise.

Discuss your project →How we work
  • Defined scope · Phased delivery
  • English-speaking collaboration
  • Works with your existing systems
Relevant experience

We have built a sales CRM with an AI assistant on top of an existing accounting system for a business software distributor.

Where the work gets stuck

  • Client data is split between CRM, email and accounting.
  • Time records are incomplete and billed late.
  • Engagement status depends on asking the team.
  • Proposals and documents are recreated from scratch.

None of these problems needs a company-wide replacement on day one. We pick the handoff with the highest cost and build a first release around it.

What we typically build

  • Client intake, conflict checks and onboarding.
  • Engagements, tasks and time capture.
  • Document templates and approvals.
  • Billing and accounting integration.
  • An AI assistant over approved client records.

How a first project looks

We start with one workflow, one team and real (anonymised) examples. A clickable prototype is reviewed with the people who will use it, then the first release goes live with agreed acceptance criteria. Further teams, locations and integrations follow as separate, approved phases.

Services for professional services firms.

Custom CRM developmentBuild a custom CRM around your sales process: leads, quotes, follow-ups, approvals and delivery handoffs. English-speaking collaboration across Europe.Explore the service →Private enterprise AIScope a private AI workspace around your documents and business systems. Evaluate evidence, permissions, answer quality and human approval before rollout.Explore the service →Systems integrationConnect your CRM, accounting, HR, e-commerce and operational systems. Reliable API integrations with validation, monitoring and a clear owner for every data flow.Explore the service →

Plan the implementation.

Custom CRM development: a complete guide for growing companiesWhen a custom CRM beats off-the-shelf, what it should include, how it gets built, what it costs, and how to pick a builder without getting burned.Read the guide →AI agents for back office work: a practical guideWhere AI agents help in the back office today, from invoicing to follow-ups, how to deploy them safely, and why they need a real system underneath.Read the guide →Customized business software: connect CRM, HR and operationsA practical approach to customized software that connects sales, people, delivery and finance through clear handoffs, shared records and scoped integrations.Read the guide →

Other industries.

Real estate agenciesListings, buyers, owners, viewings, commissions and branches rarely fit one off-the-shelf tool. We build the workflow your agents and managers…See how we help →Security services companiesGuards, sites, shifts, patrols, incidents and client reports create a constant flow of records. We replace the spreadsheets and messaging groups with…See how we help →Field service companiesFrom the incoming request to the technician’s visit and the invoice, every handoff is a chance to lose time or money. We connect dispatch, mobile…See how we help →

Start with one workflow

Bring the process. We’ll discuss the scope.

Tell us where work gets stuck, which systems are involved and who needs the result. We’ll use the first conversation to assess fit, data readiness and the next step. Collaboration is primarily in English.

Discuss your project →