Industry

Software for Professional Services Firms

We help consultancies, agencies and advisory firms connect clients, projects, time and billing so partners see profitability and teams spend less time on admin.

Professional services firms sell time and expertise, so every hour lost to admin is an hour that cannot be billed. Yet many firms track time in one tool, manage projects in another, keep client records in a CRM nobody updates, and build invoices by hand at month end.

What we build for professional services

  • CRM and pipeline management – opportunities, proposals and client relationships in a CRM designed around how your firm actually wins work.
  • Project and resource management – engagements, milestones, budgets and staff allocation, so you can see who is overbooked before it becomes a problem.
  • Time tracking and billing – quick time entry on web and mobile, approval workflows, fixed-fee and hourly billing, and integration with your accounting system.
  • Client portals – secure document exchange, status updates, e-signatures and invoices in one branded space.
  • Knowledge and document automation – templates, clause libraries and AI-assisted drafting and summarisation through AI business automation, always with professional review.
  • Profitability reporting – utilisation, realisation and margin by client, service line and partner.

AI that supports expert work

Language models are genuinely useful for summarising long documents, drafting first versions of routine letters and finding relevant precedents in your own knowledge base. We build these tools with private deployments, access controls that respect client confidentiality, and clear citations back to source documents, so professionals can verify every output. Our AI agent development service covers more advanced multi-step workflows.

Fit before features

We start with a short discovery to understand how work flows from first contact to final invoice. Sometimes the answer is integrating tools you already own; sometimes it is a custom platform. Either way, you get a clear recommendation and a realistic estimate, in line with the factors in our custom software cost guide.

    • Solutions for professional services

      • CRM Software

        CRM software for B2B and service businesses: pipeline management, contact history, quotes, tasks and forecasting, configured around your sales process with optional AI assistance.

      • AI Business Automation

        AI business automation platform that reads documents, classifies requests and runs multi-step workflows across your systems, with human approval where it matters.

      • Lead Management Software

        Lead management software that captures enquiries from every channel, scores and routes them instantly and tracks follow-up, so no lead goes cold and marketing sees what converts.

      • HR Management System

        HR management system for employee records, leave, attendance, onboarding, performance reviews and payroll data, with a self-service app that employees actually use.

      • Custom SaaS Platform

        A production-ready SaaS foundation — multi-tenancy, authentication, billing, admin and APIs — that we customise into your own software product, so you launch sooner.

      • Accounting Software

        Accounting software for SMEs and multi-entity groups: ledgers, invoicing, bank reconciliation, VAT and tax, approvals and management reporting, integrated with your operations.

      • AI Customer Support

        AI customer support assistant that answers questions from your own knowledge base, takes actions through your systems and hands off to human agents with full context.

      • Customer Management Software

        Customer management software that unifies customer profiles, service history, support tickets, loyalty and communication so every team sees the full customer picture.

    Challenges

    Common challenges in professional services

    • Unbilled time

      Time is recorded late or not at all, so billable hours slip through the cracks.

    • Disconnected tools

      CRM, projects, time and invoicing live in separate systems that never reconcile.

    • Unclear profitability

      Partners cannot see margin by client or service line until well after the work is done.

    • Document-heavy workflows

      Drafting, reviewing and filing documents consumes senior staff time.

    How we help

    Software that solves them

    • Connected CRM to invoice

      One flow from opportunity to project, time entry and final invoice.

    • Effortless time capture

      Fast web and mobile time entry with reminders and approvals.

    • Profitability dashboards

      Utilisation, realisation and margin by client, team and partner.

    • AI document assistance

      Summaries and first drafts grounded in your own knowledge base.

    Solutions

    Software solutions for this industry

    • CRM Software

      CRM software for B2B and service businesses: pipeline management, contact history, quotes, tasks and forecasting, configured around your sales process with optional AI assistance.

    • AI Business Automation

      AI business automation platform that reads documents, classifies requests and runs multi-step workflows across your systems, with human approval where it matters.

    • Lead Management Software

      Lead management software that captures enquiries from every channel, scores and routes them instantly and tracks follow-up, so no lead goes cold and marketing sees what converts.

    Services

    Relevant services

    • CRM Development

      Custom CRM development for sales, account management and service teams — pipelines, customer records, automation and reporting tailored to your sales process and integrated with your systems.

    • Business Process Automation

      Business process automation for finance, operations, HR and sales: workflow automation, system integrations and AI-assisted document handling that remove manual, repetitive tasks.

    • AI Agent Development

      AI agent development for multi-step business tasks: agents that use your APIs and tools to research, update records and resolve requests, with approvals, audit logs and clear limits.

    Portfolio

    Projects in this sector

    • AI Sales Assistant for B2B Teams

      An LLM-powered sales assistant that qualifies inbound leads, drafts tailored follow-ups and summarises accounts from CRM data for a B2B industrial supplier.

    • Clinic Appointment Mobile App

      A patient booking app and clinic scheduling back office for a group of private outpatient clinics, with online booking, reminders and secure pre-visit forms.

    • Manufacturing ERP Rollout

      A custom ERP for a mid-sized metal fabrication manufacturer, connecting sales orders, production planning, inventory, purchasing and finance in one system.

    Case studies

    Client results

    • AI Support Assistant for a B2B SaaS Company

      How a B2B SaaS company deployed a grounded AI support assistant that resolves 42% of conversations on its own and hands the rest to agents with full context.

    • School Group Digital Transformation

      How a five-school trust replaced six disconnected tools with one school management platform and parent app, cutting admin time on attendance and fees by around 40%.

    What our clients say

    • We used to lose half a day's takings every time a store's broadband went down. Since the new tills went in, outages barely register, and head office can change a price at lunchtime and see it on every shelf-edge promotion by the afternoon.

    • Parents now have one app instead of four, and our office teams have stopped spending Monday mornings chasing absence calls. The migration was the part we worried about most, and the trial runs meant there were no surprises on go-live day.

    • The assistant resolves the repetitive how-do-I questions and hands everything else to us with a proper summary. Our agents spend their time on the tricky tickets now, and customers get answers at 2am without us adding a night shift.

    FAQ

    Frequently asked questions

    • Can you connect our time tracking to invoicing?

      Yes. Approved time entries and expenses can flow into draft invoices automatically, supporting hourly, fixed-fee and retainer billing, and then sync with your accounting software.

    • Is it safe to use AI with confidential client documents?

      It can be, with the right architecture. We use enterprise AI services that do not train on your data, enforce access controls per client matter, and keep audit logs. Outputs cite source documents so professionals can review them.

    • Do we need a custom system or can we integrate existing tools?

      Many firms get most of the benefit by integrating tools they already use. We recommend custom development only where your workflow or reporting needs are not met by existing products.

    Insights

    Articles

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