Professional services don’t sell SKUs—they deliver engagements and matters. Our CRM aligns with that reality for law firms, consultancies, and architecture studios. Capture leads via web forms, qualify with checklists, and convert to proposals or engagement letters using templates and e-sign. Track projects/matters with phases, tasks, dependencies, and milestones on Kanban or Gantt boards. Collaborate through shared notes, email sync, and document templates. Log time and expenses from desktop or mobile, route approvals, and push clean invoices. Client portals surface scope, timelines, shared files, and status—improving transparency and retention.
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Move beyond generic CRMs with engagement pipelines, proposal automation, and project delivery in one place. Centralized contact/company records connect to every matter/project and communication. Resource planning balances workload by role and skill; time capture (web/mobile/Outlook) improves realization. Dashboards show WIP, utilization, win rates, and forecasted revenue. Document kits generate proposals, SoWs, and reports with merge fields and versioning. Integrations cover email/calendars, e-signature, document drives, and accounting to reduce manual entry. Outcome: higher win rates, fewer write-offs, and on-time delivery.
Let's DiscussPurpose-built for professional services
Designed for matters/projects with phases, tasks, approvals, and delivery workflows.
We create a great user experience making sure that your website design is optimized for usability and easy to use.
Configure only what you need—then scale as your practice grows.
Answers about intake, proposals, matters/projects, time & expenses, portals, reporting, and integrations for law, consulting, and architecture firms.
Yes. We map and migrate contacts, companies, pipelines, activities, and files with validations and rollbacks.
Time/expense approvals feed invoices in your accounting system; we support multiple rate cards.
Yes—clients can view scope, milestones, files, and updates securely under your brand.
We build CRMs that reflect how services firms truly work: complex engagements, multiple contributors, and evolving scope. Our delivery model starts with discovery workshops and data mapping, then a pilot focused on one practice group before scaling. Templates for proposals, SoWs, and reports drive consistency; integrations keep email, calendar, and files in sync. We emphasize adoption with role-based UX for partners, managers, and analysts. Governance is covered through permissions, audit trails, and field history. As your firm grows, add intake bots, client portals, and analytics without rework.
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We map your intake-to-invoice flow and automate it cleanly.
We design for real users—partners, PMs, and teams—so the CRM becomes daily workflow, not overhead.
We prefer configuration and templates, adding custom logic only where it truly pays off.
Pipeline health, utilization, WIP, and realization dashboards you can act on—every week.
Give partners, managers, and teams one system for winning, delivering, and billing. We’ll tailor a services-first CRM with proposals, matters/projects, time & expenses, and client portals—connected to your tools.
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