Web Development for Professional Services
Portals, intake and billing that replace the spreadsheets.
Most accounting firms, consultancies and advisory practices run on a patchwork: a spreadsheet for the pipeline, email for documents, one tool for time tracking, another for invoices, and a lot of copying between them. It works until it does not, and the cracks usually show up as missed deadlines, version confusion and hours lost to admin nobody is paid for. We build the connective software that pulls those threads into one place.
We design client portals, intake flows, document workflows and billing or time tracking that fit how your firm actually works, not how a generic tool wishes you did. The point is to give your team fewer places to look and your clients one clear front door, so the people doing billable work spend their time on it.
What Professional services products need
- Client portals with controlled access
- Intake that captures and routes new work
- Document workflows and version control
- Time tracking and billing without re-entry
- Integrations that retire the spreadsheets
Common questions
Can you replace our spreadsheets and disconnected tools?
That is usually the whole point. We map how work actually flows through your firm, build a system that holds it in one place, and connect the tools worth keeping so your team stops copying data between them.
Can you build a client portal for documents and updates?
Yes. We build portals with proper authentication and role-based access, so each client sees their own documents, requests and status, and your team has one clear place to work from.
Can it handle time tracking and billing?
Yes. We build time capture and billing that draw from the same data as the rest of your system, so an hour logged turns into an invoice without anyone re-keying it.
