Professional Services
A Business Operating System for Professional Services
Built for CAs, Legal Firms, and Agencies who need to track every client, billable hour, and document without chaos.
Common Challenges
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Client follow-ups depend on memory
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Documents scattered across chats and drives
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No visibility on team capacity
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Billing leaks due to unrecorded work
The Operating System We Build
Sales & Lead Systems
Client Onboarding & Intake
Automated KYC collection
Engagement letter generation
Automated lead capture
Operations & Task Systems
Task & Deadline Management
Statutory deadline alerts
Recurring task automation
Team capacity planning
Customer Relationship Systems
Client Relationship History
Centralized communication log
Auto-reminders for renewals
Automated updates to clients
Reporting & Visibility
Firm Performance Dashboards
Billable vs Non-billable hours
Team productivity reports
Revenue forecasting
Document & Data Systems
Secure Document Vault
Client-wise folder structure
Role-based access control
Version history
Tools We Integrate
Business MessagingTallyEmailDrive
Example Workflow: From Lead to Retainer
"A new client inquiry comes via online form → System auto-creates a lead card → Engagement letter sent via email → Client signs → Onboarding tasks auto-assigned to team → Recurring monthly tasks scheduled."
Ready to build your system?
Let's design a workflow that fits your Professional Services business perfectly.
Get a Free System Review for Your Firm