INDUSTRIES / PROFESSIONAL SERVICES
Consulting playbook.
Management, strategy, HR, and ops consultancies need lightweight stacks that scale across short, intense engagements.
AT A GLANCE
- 4 core services
- 8 supported platforms
- One operating model, tuned per shop
01 / 02
Common services we offer
The work that typically lands in scope when we start with a consulting business.
- 01
Client portal & deliverables
Branded portals for engagement docs, status, and approvals.
- 02
Knowledge base & playbooks
Searchable IP that survives consultant turnover.
- 03
Time tracking & billing
Project-based time, expenses, and invoicing.
- 04
Identity & access lifecycle
Fast on/offboarding for contractors and short engagements.
02 / 02
Popular platforms we support
We work with the tools your team already runs — and we're vendor-honest about what fits.
- Notion
- Confluence
- Asana
- Monday.com
- ClickUp
- Harvest
- HubSpot
- Salesforce
ALSO IN PROFESSIONAL SERVICES
Legal Services
Matter management, e-signature, and conflict-checking workflows for law firms, paralegals, and mediators.
Financial Services
Hardened endpoints, MFA, and audit trails for banking back-office, accounting, tax prep, and advisory firms.
Insurance
Quote-to-bind automations and document intake for health, auto, home, life, and commercial agencies.
Real Estate
Agent on/offboarding, MLS plumbing, and CRM glue for brokerages, property management, and appraisal firms.