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Professional services

One system forthe firm,one portal for its clients.

Leads, tasks, engagements and money in one platform with permissions that match the partnership, and a portal where clients see status and documents themselves.

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Client portal · Zenith Ltd live
Engagements3
Documents4
Invoices due0
Happening now
  • Annual return12 AugFiled
  • Sales tax Q2reviewApproved
  • Invoice #221PKR 240kPaid
  • Audit 2025 draftpartnerPending
What we build

What we build for professional services.

01

CRM, ERP & operations

Pipeline, tasks, approvals, client records and gated financials, mapped from your real process.

How it's built
02

Web applications

Client portals on the same login, rendered on the server, typed end to end.

How it's built
03

AI agents

A copilot that answers “which filings are overdue” from permissioned data, and an intake agent for new enquiries.

How it's built
Selected work

In production.

All case studies
Professional services · CRM

A tax advisory's leads, tasks, client records and money in one platform, with a portal its clients open instead of their inbox.

Pipeline, tasks and client records share one model; approvals are records; the portal reads the same records with client permissions.

4workflows, one login
1permission matrix in the database
0status calls the portal can't answer
Read the case study
Client portal · Zenith Ltd
3
Annual returnFiled
Sales tax Q2Approved
Invoice #221Paid
Engineering & compliance · SaaS

A cable calculator that turns two British Standards into a subscription product.

A permanent free plan converts on limits; Stripe subscriptions with plan gating, verified webhooks, proration and dunning; admin matches Stripe.

2British Standards encoded
1permanent free plan
15Next.js major version
Read the case study
Compliance calculator · Pro
16 mm²
Load 32 kW · 45 m · outdoorwithin limit
Subscriptionactive
Webhook invoice.paid✓
Questions buyers ask

Before you write to us.

01

Can partners see financials that staff cannot?

+
Yes; visibility is a permission enforced in the database, not a hidden menu.
02

How do clients get status without calling?

+
Through a portal reading the same records with client permissions: status, documents, invoices, notifications on change.
03

Can it replace our spreadsheets in one go?

+
Module by module, starting with the pipeline or tasks in four to six weeks, with spreadsheets kept read-only for a month as a safety net.

Tell us what should
run itself.

Send the problem, not a brief. An engineer replies within one business day.

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