Client Portals & Ops
Every client engagement starts with the same admin, done from scratch.
Onboarding that's a checklist in someone's head, project profitability that only shows up at month-end, resourcing decisions made from memory. We build the system that makes it repeatable.
Professional services firms tend to be well-organised about the work itself and improvised about everything around it — onboarding a new client, tracking whether an engagement is actually profitable, working out who has capacity for the next project. Each of those gets solved fresh, by whoever's dealing with it, every time.
We build the systems that make the "around the work" part repeatable: onboarding flows, project and resourcing visibility, and reporting that doesn't require someone to reconstruct it by hand at the end of the month.
What this usually looks like
Onboarding is a checklist in someone's head
A new client engagement starts smoothly if the right person handles it, and inconsistently if anyone else does — because the process was never written into a system.
Profitability is a month-end surprise
Without live tracking against budget, a project can quietly go over before anyone notices — the numbers only tell you after it's too late to correct course.
Resourcing decisions are made from memory
Knowing who has capacity for a new engagement means asking around, not checking a system that actually knows.
Timesheets and invoicing are disconnected
Time gets recorded in one place, billed in another, and reconciling the two is a recurring manual job nobody enjoys.
Reporting to clients or partners is assembled by hand
A status update means someone pulling numbers from several places and formatting them into a deck, every single time it's asked for.
What we typically build for professional services
- Client onboarding and intake systems
- Project profitability and budget tracking
- Resourcing and capacity dashboards
- Timesheet-to-invoice workflows
- Client and partner reporting portals
How we work
Review
We start by thoroughly understanding how your business currently operates — your workflow, pain points, and objectives.
Design
We map out a practical solution architecture focused on solving the right problems in the right way.
Build
We build your system with regular check-ins so it reflects your real needs, not just the brief.
Refine
After launch, we iterate based on real usage to ensure the system genuinely improves your operations.
Beyond professional services-specific systems
Every system is built around how your organisation actually operates — not adapted from a generic template.
- Operations dashboards
- Workflow automation systems
- Internal request portals
- Case or job tracking systems
- Document workflow systems
- Client onboarding systems
- Reporting systems
- Approval workflows
- Staff portals
- Process management tools
Sound like your professional services operation?
Free, written project review of what's worth building and what it would take.