Fit call
A 30-minute call with a delivery lead. You explain what has to change, and we say plainly whether we are the right team for it.
Consultation Solutions
Booking, client intake, portals and document sharing for consulting and professional services firms.
Talk to a delivery leadWho this is for
This page is for consultants, coaches, advisors and other professional services firms. The work is personal, but the admin around it is not: chasing intake forms, emailing documents back and forth, and rescheduling calls by hand.
We build booking, intake and client portal tools that fit how you deliver your service, and connect them to your calendar, payments and CRM. If an off-the-shelf booking tool fits, we will say so and help you set it up instead.
What we set up for consultation teams
Online booking
Clients book, reschedule and pay for sessions online, synced with your team's calendars and reminders.
Client intake
Intake forms and assessments that collect the context you need before the first meeting, instead of a generic contact form.
Client portals
A secure place for each client to see documents, notes, next steps and invoices.
Remote sessions
Video sessions linked from the booking, with notes and follow-up tasks recorded afterwards.
Documents and knowledge base
Shared documents, e-signature and an internal knowledge base so your team gives consistent answers.
How a project runs, and who checks the work
Scope and written plan
One to two weeks of discovery with your team. You get a written plan that names the first release, the dates, who owns each part, and how cost is structured.
Build in short cycles
We build in two-week cycles and show you working software at the end of each one, so you can change priorities before money is spent on the wrong thing.
Review and testing
A senior engineer reviews every change before it is merged, and our QA team tests each release before it goes live.
Launch and support
Go-live, training for the people who will use it, and a handover of the documentation. After that we can stay on to support and improve the system.
A focused first release usually takes 6 to 12 weeks once the plan is agreed. Larger systems are split into phases, and each phase gets its own dates in writing.
Related work
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Consultation software: common questions
- What software do consulting firms use to manage clients?
- Most use a mix: a CRM, a calendar booking tool, a file-sharing tool and an invoicing system. The problem is that none of them talk to each other. We either connect the tools you already have or build one client portal that brings them together.
- Can clients book and pay for sessions online?
- Yes. Clients pick a time from your live availability, pay or leave a deposit through an established payment processor, and get reminders automatically.
- Is a client portal secure enough for confidential documents?
- It can be. We limit each client to their own records, encrypt data in transit and at rest, log access, and support two-step sign-in. If your clients have their own security requirements, we review them in discovery.
- How long does it take to build a client portal?
- A focused first release usually takes 6 to 12 weeks once the plan is agreed. Setting up and connecting existing booking and CRM tools is often quicker.
Tell us what has to ship next.
Speak with a delivery lead. We will tell you plainly whether we are the right fit and outline how we would plan it.
Talk to a delivery lead