Websites and automation for accountants, lawyers, and consultants.
Lead capture, document intake, client portals, CRM updates, and reporting for professional firms that need their digital systems to be as polished — and as confidential — as their advice.
What we hear from partners and practice managers
- “Our website is a brochure that hasn't been updated since the last office move.”
- “Client onboarding involves emailing PDFs back and forth. It's not 2010 anymore.”
- “Junior staff spend hours assembling reports from data that lives in five systems.”
- “We're worried about email security and where client data ends up.”
- “Referrals come in but we don't have a clean way to capture them or track who owns the relationship.”
- “We want to look like a serious firm, not a generic Squarespace template.”
How we help
Example outcomes
Cut new-client onboarding from 9 days to 2 days at a mid-size accounting firm.
Replaced email PDF exchange with a secure client portal. Engagement letters, ID verification, and engagement-data collection all happen online. Audit trail included.
Saved a law firm ~6 hours/week on referral admin.
Web referrals now create a CRM record automatically, assign a partner, and trigger a 48-hour follow-up reminder. No more 'did anyone reply to that?' emails.
Migrated a consulting firm off a shared host with poor email deliverability.
DNS, DMARC, SPF, DKIM all correctly configured. Email reaches inboxes again. Daily backups, monthly report. Practice manager sleeps better.
What we usually recommend for professional services
Free 30-minute review of your firm's digital systems.
We'll look at your website, client onboarding flow, and any data-handling concerns. Confidential, no sales pitch.