Documents lost in email
Clients send files by email, versions multiply, and nobody is sure which one is final.
Professional Services
Practice software that frees up time for client work
Law firms, accountants, consultancies and agencies lose valuable hours to email chains, document chasing and timesheets. We build secure client portals, practice management systems and billing automation around the way your firm works, and connect them to the tools your team already uses. Everything stays confidential: we sign an NDA before you share any details, and you own 100% of the code.
- Built for
- Law, accounting, consulting, agencies
- Platforms
- Web portals & Windows desktop
- Confidentiality
- NDA before you share details
The challenge
Sound familiar?
Time that never gets billed
Timesheets are filled in on Friday from memory, so billable work slips through the cracks.
Too many disconnected tools
Matters, contacts, time, invoices and documents each live in a different app.
Clients chasing for updates
Your team answers “where are we?” emails instead of doing the work clients pay for.
What we build
Solutions for Professional Services
Secure client portals
One place for clients to upload documents, sign, approve, pay invoices and follow progress.
Custom SoftwarePractice management ERP
Matters or projects, contacts, deadlines, time, billing and reporting in one custom system.
Enterprise ApplicationsTime tracking & billing
Capture time as you work, apply your rates and turn approved time into invoices automatically.
Enterprise ApplicationsOnline booking & client intake
Clients book consultations, complete intake forms and pay deposits online, straight into your system.
Custom SoftwareFirm websites that win clients
A fast, credible website that explains your expertise and turns visitors into enquiries.
Business WebsitesDesktop tools & legacy upgrades
Modernise the old Windows or Access-based tools your firm depends on, without losing data.
Website & App UpgradesConnects to what you use
- Microsoft 365
- Outlook
- Microsoft Teams
- SharePoint
- Google Workspace
- DocuSign
- Xero
- QuickBooks
- Sage
- HubSpot
- Calendly
- Stripe
Security & compliance
- Client confidentiality
- Role-based access, client- and matter-level permissions, and an audit trail of who opened, changed or shared each file.
- GDPR & data residency
- Built to support GDPR and UK GDPR, with EU hosting where needed, retention rules, and data export and deletion on request.
- Secure documents & sign-off
- Files encrypted in transit and at rest, multi-factor sign-in and e-signatures, helping you meet your regulator’s and clients’ security expectations.
AI add-ons
Add AI where it saves real time
Document summaries
Summarise contracts, reports and long email threads in seconds, with links back to the source.
Drafting assistant
Draft engagement letters, proposals and client updates from your own templates, ready for review.
Smart intake
Read incoming emails and documents, extract the key details and file them to the right client or matter.
FAQ
Questions from Professional Services
Why not use an off-the-shelf practice management tool?
For many firms a packaged tool works well. Custom makes sense when your workflows give you an edge, when several tools don’t talk to each other, or when per-user licences keep rising, and we can also build on top of the tools you keep.
Is a client portal secure enough for confidential documents?
Yes, when it is built properly. We use encrypted storage, multi-factor sign-in, role-based access and an audit trail, and we sign an NDA and a Data Processing Agreement before work starts.
Will it work with Microsoft 365 and Outlook?
Yes. We can file emails and attachments to clients or matters, sync calendars, and keep documents in SharePoint or OneDrive if you prefer. Your team keeps working in Outlook while every client record stays complete.
Can you replace our old Access database or desktop tool?
Yes. We migrate your data and rebuild the tool as a modern web or Windows desktop app, step by step, so your team keeps working throughout. Nothing is switched off until the new version is checked and your staff are trained.
We are a small firm. Is custom software realistic for us?
Often, yes. Many firms start with one focused tool, such as a client portal or a time-to-invoice workflow, and add modules later, and after a short discovery you get a fixed quote.
Your next step
Let’s build what’s next.
Tell us about your project. You will get a clear plan, a fixed quote and a team that stays with you for life.
Prefer to chat? WhatsApp uptechture@gmail.com Open 24/7