Professional Services
Practice management and client portals for BC accounting, legal, and consulting firms.
Custom CRM, time tracking, document workflow, e-signature, and client portals for BC professional services firms tired of stitching together five SaaS tools.
- PIPEDA
- CPABC ethical rules
- Law Society of BC requirements
Real numbers, not promises
What we hear every week
Five SaaS tools, none of which talk
Time tracking in one tool, billing in another, project management in a third - staff retyping the same client name daily.
Client portals stuck in 2010
Document portals so ugly clients refuse to use them, defaulting back to email attachments.
Bottleneck on partners
Senior staff approving routine work because the system has no rules-based routing.
Three concrete scenarios
5 SaaS tools, none of which talk
Time in one tool, billing in another, PM in a third. Staff retypes the same client name daily.
One platform, one source of truth. 30% admin time freed.
Client portal stuck in 2010
Ugly file shares clients refuse to use.
Modern branded portal with real adoption.
Bottleneck on partners
Senior staff approving routine work because there's no rules-based routing.
Smart routing. Partners only touch real exceptions.
For Professional Services, typically:
Custom CRM and pipeline management
Time tracking + billable hours
Document workflow + e-signature
Branded client portals
Project profitability dashboards
Microsoft 365 / Google Workspace integration
Battle-tested tools
Depth over breadth
CPABC and Law Society of BC ethical rules respected
Trust account compliance for legal practices
AI-drafted summaries that lawyers and accountants can defend
Source code yours, no per-seat fees
A real product surface, drawn in code
One of the surfaces we typically build for this vertical. No screenshot, no image, no static mockup - just SVG and CSS.
For Professional Services
Custom ERP Systems
End-to-end ERP built around your real workflow - not the other way around.
AI Agents & Automation
Production-grade AI agents that actually do the work - not chatbot demos.
Custom Web Applications
Modern web apps that load fast, look stunning, and grow with your business.
API & System Integrations
Make your tools talk to each other. End the copy-paste loop.
Ready to talk about your project?
A 30-minute call. No slides. We'll scope what you actually need to ship.
Book a discovery call