Small business / Industries / Accountants, solicitors and advisers

[ Accountants, solicitors and advisers ]

Serve clients faster, with less chasing.

Small accountancy practices, law firms, financial advisers, consultants and agencies: we build secure client portals, automate the chasing and help your website bring in the right clients.

  • Fixed price, agreed up front
  • You own everything
  • Reply within one working day
WebsitesBusiness softwareAI helper
[ We get it ]

The things that eat your day

  • Chasing clients for documents, again
  • Sensitive files sent as email attachments
  • Onboarding and ID checks that take too long
  • Time lost answering the same basic questions
[ Done properly ]

Built in from the start

The rules and details that matter in your world, handled for you.

  • Secure document exchange instead of email attachments
  • Client onboarding with ID and anti-money laundering checks through approved providers
  • Access controls so staff only see the files they should
  • Data kept in the UK, with a full record of who did what
[ Example ]

What this looks like in real life

A typical project for a business like yours, from the first headache to the difference it makes.

Example project

A small accountancy practice with four staff

Before

January spent chasing clients for records by email, with files arriving in every format imaginable.

What we do

A client portal with a checklist, automatic reminders and photo upload for receipts.

After

Records arrive earlier and in one place, with far fewer chasing emails in January.

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Frequently asked questions

Yes. Files are encrypted, access is controlled per person, and every action is logged.
Often. We'll check what you use on the free chat and connect to it where it makes sense.
We design around confidentiality, data protection and record-keeping, and work with your compliance lead on anything specific to your regulator.

Let's make running your business easier.

Book a free 30-minute chat. We'll tell you honestly what's worth doing, even if the answer is “nothing yet”.