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Business Efficiency Assessment
Find where your business loses time and money, with the opportunities ranked by value and an initial scope for the fix.
Industries · Professional services
Professional Services Software Development
Client portals, intake tools and automation for firms that sell their time and expertise.
Free 30-minute call · Rated 4.9/5 on Clutch
What we solve
Professional services problems we solve
Professional services firms sell time and expertise, yet much of the day goes to work nobody bills for: chasing documents, typing client details into a second system, building reports by hand and answering “where does this stand?” We build purpose-built software that gives that time back, connected to the practice management, accounting and CRM tools you already use.
Client portals
One secure place for clients to share documents, check status and approve work, instead of long email chains.
Intake and onboarding
Forms and workflows that collect the right details once and send them where they belong.
Scheduling and field work
Apps for staff who work on site, with schedules, checklists, photos and sign-offs.
Time, project and billing tracking
See where hours go on each client and project, without rebuilding the numbers in spreadsheets.
Document work with AI
Pull the details out of contracts, forms and reports, and draft first versions for your team to review.
Old tools rebuilt
Replace aging Access databases and desktop tools the firm still depends on, without stopping work.
How we help
Software development services for professional services
Less manual work
AI Workflow Automation
AI automation and purpose-built software for routine work between your systems, with exceptions sent to a person.
Better decisions
Data & Business Intelligence
One trusted set of numbers from all your tools, with dashboards and reports that build themselves.
Run it from the browser
Web Application Development
Portals, dashboards and internal tools that replace spreadsheets.
Our work
Professional services case studies
Virginia Transportation Corporation · Logistics
100% paperless field operations app
A driver app for loads, inspections and signatures that took vehicle transport fully paperless.
100% Paperless pickup and delivery workflow
Cutting Edge Countertops · Manufacturing
Order processing in 25 seconds instead of 4 minutes
A field service app and a faster ERP for a countertop manufacturer, with processing up to 900% faster after a move from VBA to .NET.
900% Faster processing after moving VBA to .NET
“Despite being a service provider, they feel like a part of the internal team.”
How we work
Assess it, build it, keep it running
Assess
A Business Efficiency Assessment finds where time and money are lost and ends with an initial scope, and its fee counts toward the build. New products start with a prototype.
Ways to start →Build
Design comes first and finalizes the scope and screens, then the same team builds in phases.
Our services →Support
Monthly plans that keep your software running and improving after launch.
Support plans →
FAQs
Professional services questions
Will it work with our practice management and accounting tools?
Yes. We connect to the practice management, billing, accounting, CRM, email and document tools you already use, so client details are entered once.
What document work can AI handle?
Reading intake forms, engagement letters, invoices and client documents, pulling out the details, filing them and drafting routine replies, with a person approving anything that matters.
Can clients use a portal instead of email?
Yes. A secure client portal lets clients upload documents, sign, check status and pay, so your team stops chasing them by email.
Is our client data safe?
Your data stays in accounts you own, each person sees only what their role allows, and nothing is used to train public models.
Where do we start, and what does it cost?
Most firms start with a Business Efficiency Assessment, from $4,500. It shows where unbilled time goes and ends with an initial scope and a price range for the build. The fee counts toward the build.
Free 30-minute call
Have a project in mind?
Book a free call. We'll talk through what you need and recommend where to start. No pressure and no obligation.