Five capability areas, designed to plug into each other. Most engagements start in one area and expand from there as the business grows.
The custom admin panels, ops consoles and back-office apps that sit at the centre of how your business actually runs. Built around your real workflow — not someone else's template — and made to last.
One screen for the team running the day-to-day: jobs in flight, exceptions, SLAs, anything that needs a human eye.
When generic CRM doesn't fit — bespoke client, matter, tenancy or job records that match how your business actually thinks.
End-to-end quote → order → invoice → reconcile workflows, with approvals, templates and audit history built in.
Secure external portals so clients and suppliers can self-serve status, documents and approvals — without emailing your team.
Multi-step approvals (timesheets, expenses, contracts, content) with proper roles, queues and notifications.
The "load-bearing spreadsheet" no one wants to touch — rebuilt as a proper internal tool with permissions, history and validation.
Removing the repetitive, rules-based work that's currently sitting in someone's inbox or copy-paste loop. Reliable, monitored, with clear human handover points where they're needed.
Capture, enrich, qualify and route inbound enquiries automatically — into the right CRM stage and the right person's queue.
Contracts, statements, proposals and reports generated from your data — branded, accurate, on demand.
Client, employee or supplier onboarding orchestrated end-to-end: requests, approvals, account creation, document collection.
Automated invoice generation, payment chasing, reconciliation against bank feeds and accounting platforms.
The right person notified the moment a number, status or threshold needs human attention — via email, Slack, Teams or SMS.
Reliable scheduled tasks: nightly data syncs, weekly reporting, monthly close — with monitoring, retries and audit logs.
Connecting the tools you already pay for, so your data lives in one place and stays in sync. No more "we entered it in the CRM but it never made it to accounting".
Two-way sync between your CRM (HubSpot, Salesforce, Pipedrive, bespoke) and accounting (Xero, QuickBooks, Sage).
Field scheduling and time tracking flowing into ops dashboards and through to payroll without manual re-entry.
Website enquiries, intake forms and booking flows wired directly into your real systems — properly validated.
Stripe, GoCardless, open banking feeds reconciled against invoices, statements and customer records.
Slack, Teams, Twilio, email — used as proper alert and workflow channels, not just chat.
The supplier portal with no real API, the legacy on-prem system, the partner sending CSVs — we deal with those too.
LLM-based features built into your real processes, properly scoped and supervised. We use AI where it pays for itself — not because it sounds impressive in a slide deck.
Incoming email read, categorised, routed, and (optionally) draft replies prepared for human approval.
Pulling structured data out of PDFs, invoices, contracts and forms — into your real systems, reviewed where it matters.
Long threads, call transcripts and case histories summarised into the briefing your team actually needs.
An internal assistant trained on your own documentation, policies and processes — so the answer isn't always "ask Sarah".
First-pass review of outputs (proposals, reports, candidate submissions) against your own quality criteria, with humans in the loop.
Internal chat-style interfaces over your real data — for ops staff who shouldn't have to learn a dashboard to ask a question.
One trustworthy source of truth across the business. Clean pipelines, live dashboards, and the numbers leadership needs to make confident decisions — without month-end spreadsheet stitching.
Operational, financial and customer data consolidated into one well-modelled source of truth.
The handful of numbers that actually matter — revenue, margin, utilisation, pipeline — live, accurate, and shared.
Real-time views for the teams running jobs, projects or accounts — exceptions, SLAs, queue lengths, ageing.
Weekly / monthly reports built, branded and delivered automatically — to clients, partners, the board.
Alerts when the numbers stop making sense — duplicates, gaps, anomalies — before they reach the board pack.
For teams that need the reports without standing up an in-house data function. We own the pipeline.
Scheduling, routing, parts, quote-to-invoice — usually starts with workflow automation.
Matter / engagement tracking, billable time, document automation — usually internal tools first.
Candidate pipelines, compliance, timesheets, client reporting — integrations + reporting led.
Intake, ops, secure records, billing — internal tools and tight data handling.
Tenancy lifecycle, maintenance, statements, owner portals — internal tools + portals.
Project ops, retainer tracking, deliverable workflows — internal tools + automation.