Other professional practices

Every January we chase the same documents from the same clients. Engagement letters, organizers and the client portal are three different tools.

Where we'd start

Online intake and document requests tied to your engagement letter and e-signature, payment online, and a status page for each engagement.

What stays with you

Your firm decides what its information security plan requires. We build to it and document what we built.

Onboarding a new household takes weeks of forms and follow-up. Client details live in the CRM, the custodian's site and someone's inbox.

Where we'd start

An onboarding flow that collects details once, routes forms for e-signature and shows the household what's still needed, connected to your CRM.

What stays with you

Your compliance officer approves every form and message. We build in the review step and the record-keeping they specify. We are not an investment adviser.

New-patient forms still happen on a clipboard. The front desk spends the morning on the phone.

Where we'd start

New-patient intake on a phone before the visit, consent forms signed online, reminders, and a dashboard for the front desk.

What stays with you

Your compliance lead decides what privacy law requires. We build to that standard and sign a business associate agreement where one is required. We don't build tools that give clinical advice.

Project inquiries come in by email, phone and bid portals, and nobody tracks which became proposals. Clients ask for a status update we have to assemble from three places.

Where we'd start

Project-inquiry intake into a tracked pipeline, proposals and agreements signed online, and a client page showing each project's stage and documents.

What stays with you

Your licensed professionals approve anything that carries a seal or a professional opinion.

Scoping, proposal, contract and first invoice take two weeks of email. Every engagement starts with the same questions, asked by hand.

Where we'd start

A scoping form, a proposal and agreement signed online, the first invoice paid online, and a client page for each engagement.

What stays with you

You set the terms and approve every client-facing word.

Our longest record is with law firms. If your practice needs something we haven't built before, we tell you in writing before you commit.Note 1

1. The Assessment report lists which parts of your project we have built before and which would be new.

If your practice signs clients and holds private information, send a private inquiry and tell us what you do.