// I-01 - INDUSTRY
Workflow automation for professional services firms handling client work across too many tools.
Support for accounting, legal, corporate services, consulting, HR, marketing, design, and other knowledge-based SMEs.
Typical companies
- Accounting, bookkeeping, and tax firms
- Law firms and legal practices
- Grant, business, and management consultancies
- Corporate secretarial and compliance firms
- HR and recruitment consultancies
- Marketing, design, and specialist advisory firms
Pain points we target
- Client intake and document collection spread across email, forms, chat, and shared drives
- Engagements, cases, applications, and deadlines tracked manually
- Repeated data entry between practice, CRM, accounting, document, and reporting systems
- Approvals, follow-ups, and client updates that depend on individual staff
- Sensitive client information with inconsistent access, retention, or audit trails
Relevant services
- Workflow Optimisation & Automation
- Systems Integration
- Bespoke Business Software
- Cybersecurity & Compliance Readiness