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For professional services
software for professional services
Give each client request a clear next step.
An example of the process—not a promise of business results. Integrations are checked first.
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Scope & examples for professional services
service firms sell hours, then spend a shocking share of them on intake, status emails, document wrangling and 'just checking in' calls.
a client portal, automated intake and document workflows give those hours back — and make the firm feel bigger and calmer than the inbox it replaced.
the usual pain
Problems we hear from professional services owners
- intake is a pdf emailed back and forth
- clients email for status because there's nowhere to look
- documents have four versions in three inboxes
- billable time leaks into administration
what actually fixes it
Practical starting points
client portal
cases, files, invoices and status in one login. from $1,500
see how →intake automation
forms that fill in on a phone, file and notify automatically. from $600
see how →document workflows
created, versioned, approved and filed — automatically. from $500
see how →firm dashboard
matters, pipeline and billing on one screen. from $1,000
see how →every price is a published starting point, not a quote — the real number is agreed in writing before anything starts.
proof, not promises
Evidence related to this work
Loqol guided document workflow
a public demo showing a long questionnaire, saved answers, consistency checks, an agent review view and generated PDF output.
open the related proof →questions people ask first
Questions from professional services owners
is client data safe?
per-client visibility is enforced server-side. the agreed project accounts, included source code and setup notes are handed over, while hosting providers, licensed software and other vendors keep their own terms. your reviewer can audit the included code.
we bill hourly. does this change that?
it removes the hours you can't bill — admin — and keeps the ones you can.
what does a portal cost?
from $1,500; intake automation from $600. written fixed quotes.
related services
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