All industries
Professional services and consultancies
Less administration, more time for clients.
Accountants, consultants, lawyers and agencies lose hours to intake, collecting documents and following up. We automate the steps around the conversation, so the conversation itself gets all the attention.
- 1A prospect answers three short questions on the site; the request gets an estimate of urgency and size.
- 2If it fits, they pick a conversation slot in the calendar themselves.
- 3On approval they get a secure link to submit documents, with a checklist.
- 4Missing items are requested automatically.
- 5Every active client is on one board with status and next step.
What typically goes wrong
- 01 Introductory calls that take time and bring little
- 02 Collecting documents by email, in ten rounds
- 03 New clients getting the same onboarding questions
- 04 Follow-up that depends on someone's memory
What we do about it
- A website that brings customersFast, in your customers' languages, with booking or ordering built in.
- Business process automationEnquiries, quotes, appointments and admin that find their own way to the right place.
- Custom software and portalsClient portals, schedules, request systems and dashboards instead of scattered spreadsheets.
- Reporting and dashboardsOne screen with your enquiries, revenue, open tasks and what needs attention this week.
What an ordinary day looks like
From first contact to client
- 1A prospect answers three short questions on the site; the request gets an estimate of urgency and size.
- 2If it fits, they pick a conversation slot in the calendar themselves.
- 3On approval they get a secure link to submit documents, with a checklist.
- 4Missing items are requested automatically.
- 5Every active client is on one board with status and next step.
What it brings
Less back and forth, a faster start and an overview of who stands where.
We always choose the simplest solution that truly solves the problem: first set up an existing program properly, then connect, and only then build.
Tell us what you want to improve.
You don't need to know which solution you need. Describe what costs time or customers; we will say honestly what works most simply.