Software for Legal and Professional Services
Secure systems for firms whose work runs on structured information, careful records and well presented reports.
Software for firms that sell expertise
Legal and professional services firms work with sensitive information and produce a lot of documents. Much of the work follows the same structure every time, but it's still gathered by email, typed into templates and checked by hand.
We build secure systems that gather information in a structured way, do the routine scoring and formatting, and produce reports and documents your people can check and sign off. Access is controlled by role and every action is recorded.
Professional services software we've built
For a risk consultancy, we built a fraud risk assessment platform used with CFOs and risk teams in banks and other organisations. Consultants manage their work from a dashboard and set up structured assessments for each engagement. Participants outside the firm complete their part through a secure link that expires after a set time, with no account needed.
Answers are scored automatically and a PDF report is produced for the consultant to review. The platform has separate roles for administrators, consultants and assistants, records every action in an audit log and encrypts the data it holds.
For a regulated financial advice firm, we're building a system that turns information gathered at client meetings into a fact find and drafts the documents the firm has to send, including statements of suitability, for the adviser to review.
What professional services software can include
Structured assessments and questionnaires
Gather information the same way every time, with the right questions for each type of engagement.
Secure links for outside participants
Clients or participants complete their part through a link that expires, with no account to set up.
Automatic scoring
Scores and ratings calculated as answers come in, using your own method.
PDF reports and documents
Reports and letters produced in your own layout for a professional to review and sign off.
Roles and permissions
Partners, consultants and assistants each see what they need and nothing more.
Audit logs and encryption
A record of every action and encrypted data, for clients who expect confidentiality.
See also financial services software, AI solutions and security and data protection.
Frequently asked questions
Do you build software for law firms and professional services firms?
Yes. We've built a fraud risk assessment platform for a risk consultancy, and we're building a system for a regulated financial advice firm that produces client documents from information gathered at meetings.
Can outside participants use the system without creating an account?
Yes. In the fraud risk assessment platform we built, participants get a secure link that expires after a set time. They complete their part without an account, and the link stops working once it has expired.
Can you automate scoring and reports?
Yes. Answers can be scored automatically using your own method, and a PDF report produced in your own layout for a professional to review before it goes to the client.
Can different staff have different access?
Yes. We build role based access, for example administrators, consultants and assistants, so each person sees only what their role needs.
How do you protect confidential client information?
Data is encrypted and held on Google Cloud in an EU region with nightly off-site backups, every action is recorded in an audit log, and we sign a GDPR data processing agreement. You own the code and the data.
Can AI help with legal and professional documents?
It can help draft documents from information you've already gathered, but a professional should always review and sign off. We design systems so that nothing generated by AI goes to a client without someone checking it.
Can it work with our existing practice management software?
Usually, yes. We can build a system that sits alongside the software you already use, exchanging data where the software allows it.
How much does professional services software cost?
A first version usually costs €3,000 to €8,000, a mid-sized system €8,000 to €12,000, and larger builds start at €15,000.
Is routine work taking your experts' time?
Tell us which assessments, reports or documents follow the same pattern every time and we'll give you an honest view of what a system would take.