Professional services: a client portal, intake done before the first call
Agencies, consultants, clinics, studios and firms. We build the client portal, the intake that collects what you need before the first meeting, the scheduling that respects your calendar, and the internal tool that replaces the spreadsheet everyone edits.
Sound familiar?
- Intake is a PDF the client prints, signs, photographs and emails, and someone re-types it.
- Clients email to ask for the status of the thing. The answer is in a spreadsheet only one person can read.
- The tool the firm pays for every year does part of the job, and the rest lives in a shared inbox and someone's memory.
- Scheduling is a four-email thread, and a no-show costs the afternoon.
What we build for you
Sign in, see the status, upload the document, pay the invoice, book the next session. Branded as yours.
Questions in the order you ask them, conditional on the answers, signed and paid before the first meeting.
Availability that respects your calendar, confirmations, reminders, and a deposit that cuts no-shows.
The console your staff runs the business from, and your existing records moved in, re-runnable, with documents.
Built for professional services
Real work, live today. Every card opens the case study.
Services that apply
Questions professional services owners ask us
- Can you replace the agency or practice software we already pay for?
- Often, yes. We start by mapping what the current tool does that you use, build that first, then move your records over with a migration you can re-run. The old tool stays on until the new one has carried a full month.
- Is a custom client portal secure enough for client documents?
- Every portal we build uses per-user sign-in, row-level security in the database so a client can only ever read their own records, and private storage for documents. Staff get roles, so a new hire sees only what the job needs.
- Can clients pay through the portal?
- Yes. Invoices, deposits and activation fees run through Stripe inside the portal, and the record updates when the payment succeeds.
- We are a two-person firm. Is custom software worth it at our size?
- It is when one weekly chore eats a day. We scope the smallest tool that removes that chore, ship it in the first week, and add the next piece only when you ask for it.
- Can you add an AI assistant that answers client questions?
- Yes, trained on your own rates, policies and FAQ, with a handoff to a person. We have shipped one inside a booking platform for an agency.
Tell us what your business needs.
One call to scope the smallest version that solves the problem. A working version in your hands by the end of week one.
Start a project