Professional Services
Client portals, workflow automation and reporting for firms that sell expertise. Nearshore team in the Dominican Republic, on US hours.
Law firms, accountancies, consultancies and agencies sell time and knowledge. We build client portals, document workflows and automations that reduce administrative work and make each engagement easier to manage.
- Secure client portals and document exchange
- Intake forms and engagement workflows
- AI-assisted document review and drafting with human approval
- Time tracking, billing and profitability reporting
- CRM and accounting integrations