Client portals
Secure logins where clients upload documents, see status and download deliverables.
Health & people
Spend less time on admin and more on billable work.
We build client portals, intake flows, document workflows and private knowledge assistants for law, accounting, audit and consulting firms — with confidentiality treated as a requirement, not a feature.
Overview
Your expertise is the product. Admin shouldn’t eat it.
Law, accounting, audit and consulting firms sell expertise, but a large part of the working week goes on chasing documents, re-keying information and answering status questions. The right tools return that time to client work.
We build portals, intake flows and internal knowledge tools that fit how your firm works. Confidentiality shapes every decision: who can see each document, where data is stored, which AI services are used and what is logged.
We can start small — a secure document portal or a search tool over your templates — and grow from there.
Common challenges
Problems firms bring to us
Documents by email
Client documents arrive as email attachments and chat files, and versions get mixed up.
Slow client intake
New clients fill in forms, send IDs and sign engagement letters through a slow back-and-forth.
Knowledge locked in people
Precedents, templates and past advice are hard to find, so work is repeated.
Clients asking for updates
Clients call to ask where their matter or filing stands because they can’t see progress.
What we build
What we build for professional firms
Intake and onboarding
Online forms, identity checks, conflict-check questions and e-signature for engagement letters.
Private knowledge assistants
An internal assistant that searches your own templates, precedents and policies, with sources cited and access controlled.
Workflow and deadline tracking
Matters, tasks and filing deadlines tracked in one place, with reminders before they’re due.
Firm websites
Clear, credible websites that explain your practice areas and make it easy to get in touch.
Relevant services
Services that usually fit
AI Implementation & RAG AssistantsAssistants that answer from your own documents and data, AI features inside your product, and automations that remove repetitive work…Custom & Proprietary SoftwareInternal tools and multi-tenant SaaS built around how your organisation actually works — owned by you, not rented.WordPressCustom WordPress builds that you can edit yourself, plus rescue work: speed, security hardening, broken updates, migrations and hacked-site clean-ups.Security & AuditsApplication, WordPress and smart-contract security reviews with clear, prioritised fixes — and help implementing them.Consulting & AdvisoryIndependent advice on architecture, technology choices, AI adoption and vendor selection — before the expensive decisions are made.
Questions
Questions firms ask
Can’t see your question? Ask us directly — you’ll get a straight, practical answer, even if it’s “you don’t need us for this”.
Is it safe to use AI with confidential client documents?
It can be, with the right design. We keep documents in your own storage, control which staff can search what, choose AI providers whose terms don’t allow training on your data, and log every query. We’ll also tell you when AI isn’t the right tool.
Can clients sign documents online?
Yes. We can integrate established e-signature services into your intake and engagement flow.
Do you replace our practice-management software?
Usually not. We often connect to what you already use and fill the gaps, such as a client portal or an internal search tool.
Can you help us choose software rather than build it?
Yes. Our consulting work includes independent advice on which tools to buy, which to build and how they fit together.
Tell us how your organisation runs.
Share the process that slows you down. We’ll come back with questions, a suggested approach and the simplest sensible next step — no obligation.