Technology for Professional Services
Client portals, dashboards and automation for consultancies, agencies and advisory firms.
Common problems
- Client communication and document exchange scattered across email
- Manual, repetitive reporting for clients or internal review
- No easy way for clients to check status without asking directly
Digital opportunities
- A client portal for status updates and document exchange
- Automated reporting for recurring client or internal reviews
- Workflow automation for repetitive account or case management tasks
Example workflow
- 1A client logs into a portal to check project or case status directly
- 2Recurring reports are generated automatically instead of compiled by hand
- 3Internal handoffs between team members are tracked automatically
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