For professional services
Spend less time coordinating. More time delivering.
Bring enquiries, client onboarding, and project handoffs into a clearer working rhythm so your team can focus on the work clients value.
Free first conversation. Written scope, timeline and price before any paid work.
The problem
A new client means another series of document requests, internal reminders, and status updates. Information lives across inboxes and shared folders, and the team repeats the same coordination every time.
Who it’s for
Consultancies, accountants, and service teams
What you get
One focused first project from the options below, with the deliverables, timeline and price in writing before you commit.
Your options
Three ways to start.
AI & automation
Client onboarding automation
Best if: Client intake and onboarding consume too much coordination time.
One intake-to-discovery flow that prepares a client brief and flags missing onboarding information for the account owner.
See what’s includedCustom software
Client delivery workspace
Best if: Client delivery depends on status chasing across tools.
A client-delivery workspace for agreed internal roles, with requests, tasks, status and a clear next owner.
See what’s includedProduct design
Client experience design sprint
Best if: Prospects and new clients are unsure how working with you begins.
An enquiry-to-onboarding prototype with clearer service choices, an initial brief and a client-facing next-step view.
See what’s includedHow it could work
Make the first brief useful to the people doing the work.
- Step 1
Clarify the engagement
Help prospects identify the relevant service and supply initial context. Explain what discovery will resolve before asking for extensive documents.
- Step 2
Prepare onboarding
Keep the brief, checklist and account owner together. Missing items have a next action; professional advice and commitments remain with authorised people.
- Step 3
Keep delivery understandable
A shared view of requests, decisions and milestones reduces status chasing. Client and internal views expose only the information appropriate to each role.
Staying in control
What we measure, and what stays with your team.
- Time to a complete onboarding brief
- Repeated requests for missing documents
- Client tasks without a clear owner
Your team stays in charge
Your team reviews client-facing advice, commitments, and sensitive documents. We define approvals and access around the service you provide.
What we’ll need from you
Your onboarding checklist, document handling rules, current tools, and a named owner for the client journey.
Questions
Common questions.
Can clients see their project progress?
A production client workspace can be scoped around agreed milestones, requests and review decisions. This website’s portal is a UI preview; a live portal would require separate accounts, permissions and delivery scope.
Does onboarding automation give professional advice?
No. The starting scope organises administrative context and requests. Advice, confidential access and commercial commitments stay with the people authorised to provide them.
Which task would you fix first?
Bring an anonymised initial brief, the onboarding checklist and a recent handoff that required another status conversation.
Free first conversation. Written scope, timeline and price before any paid work.
Talk to us