Industries
Admin, CRM & IT for Professional Services Firms
Law firms, accounting practices, consultancies, agencies and other professional services firms sell their time and expertise. Every hour spent fixing a laptop, searching for the latest version of a document, chasing a client for paperwork or re-typing data between systems is an hour that cannot be billed. Client confidentiality also matters, so weak passwords and loosely shared files carry real risk.
We help professional services firms run reliable, secure systems and cut down repetitive admin. That includes Microsoft 365 or Google Workspace setup, secure file sharing, device and email security, CRM setup, automated client intake and onboarding, document workflows, and reporting that shows pipeline, utilisation and billing at a glance. Every support request is logged, tracked and owned by a named person, and support hours and response times are set out in your service agreement.
We work remotely with small and mid-sized firms around the world. We start by understanding how work actually moves through your firm, from first enquiry to final invoice, then fix the steps that waste the most time. Changes are documented and explained so your team can rely on them, not work around them.
Challenges
What gets in the way
Non-billable admin time
Partners and staff lose hours to scheduling, data entry, document chasing and manual reporting that adds no value for clients and does not appear on an invoice.
Client confidentiality
Sensitive client files sent as email attachments, shared folders with no access control and accounts without multi-factor authentication create avoidable exposure.
Scattered client information
Contact details, notes, proposals and engagement history live across inboxes, spreadsheets and personal folders, so nobody has a full picture of each client.
Inconsistent onboarding and follow-up
Every new client is onboarded slightly differently, engagement letters and documents are chased by hand, and leads go cold because follow-up depends on memory.
How we help
What we put in place
Workspace and document setup
Microsoft 365 or Google Workspace configured with a clear folder structure, permissions by team and matter, shared calendars and secure external sharing for clients.
Security for client data
Multi-factor authentication, device encryption, endpoint protection, email filtering, backups and staff phishing awareness to reduce the risk of a breach or account takeover.
CRM and pipeline setup
A CRM such as HubSpot, Zoho CRM or Pipedrive set up around your services, with every enquiry, proposal and client interaction recorded in one place.
Intake and onboarding automation
Online intake forms, automatic engagement letter and e-signature requests, document collection reminders and task creation, so each new client follows the same reliable steps.
Reporting and remote IT support
Dashboards for pipeline, workload and billing, plus day-to-day IT help for staff during agreed support hours, with every request logged and tracked.
Departments that fit
- Sales Desk · Sales and CRM
- Back Office · Administration, Back Office and Bookkeeping
- IT Desk · IT and Technology
Relevant services
CRM Setup & Sales Automation
CRM setup with clear pipelines, lead routing and automated follow-ups, configured around how your team actually sells.
Workflow Automation
We connect the apps you already use so leads, approvals, invoices, and notifications move on their own instead of by copy and paste.
Microsoft 365 & Google Workspace Setup
Business email on your own domain, shared storage and collaboration tools in Microsoft 365 or Google Workspace, set up properly.
Cybersecurity & Data Protection
Practical protection for small businesses: MFA, endpoint security, email filtering, backups, staff training and a response plan.
FAQ
Common questions
Do you work with practice management and accounting software we already use?
Yes, in most cases. Firms often use tools such as Clio, Karbon, QuickBooks, Xero or industry-specific systems. We support the IT around them and, where the software offers integrations or an API, connect it to your CRM, forms, email and reporting so data does not have to be entered twice. We review your current tools before recommending any changes.
Which tasks can be automated in a professional services firm?
Common examples include client intake forms, engagement letters and e-signature requests, document collection reminders, appointment scheduling, follow-up emails for new enquiries, task creation when a new matter or project opens, and weekly reports. We focus on tasks that are repetitive and rule-based, while anything requiring professional judgment stays with your team.
How much does IT support and automation for our firm cost?
Cost depends on the number of users and devices, which systems you already use, how much setup or migration is needed, how many workflows you want automated and the level of ongoing support. A small firm with one simple workflow needs far less than a multi-office migration. Book a free consultation and we will suggest a scope that fits.
How do you protect confidential client information?
We apply practical safeguards: multi-factor authentication on every account, least-privilege access to files, device encryption, secure client sharing instead of email attachments, email filtering, endpoint protection and tested backups. We also help train staff to spot phishing. Professional and regulatory obligations vary by field and country, so your compliance advisor should confirm specific requirements.
Talk to a person, not a sales funnel
A free 15-minute call to understand what's slipping through the cracks. You'll leave with the department that fixes it first and a written plan, whether or not you work with us.