Website, enquiry and workflow systems for professional service businesses.
Enquiry quality, manual follow-up, document workflows, booking workflows, CRM gaps. We help accountants, lawyers, consultants, brokers and migration agents capture better enquiries and run cleaner client workflows — without compromising on confidentiality.
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 enquiry & workflow review for your firm.
We'll look at your website, enquiry capture, client onboarding flow, and any data-handling concerns. Confidential, no sales pitch.
Prefer to call? Our AI receptionist answers 24/7 — 0485 021 034