Get your firm off spreadsheets and out of the inbox
Most professional services firms run on a patchwork of spreadsheets, shared inboxes and folders full of documents. It works until it doesn’t. Someone’s off for the week and nobody can find the file, a lead goes cold because no one followed up, an invoice slips a month. The bigger you get, the more the cracks show.
We build the software that pulls all of that into one place. Client and case records, documents, portals, billing, the follow-ups your team keeps forgetting. Everything lives in one system people actually want to use, built around the way your firm already works instead of forcing you onto someone else’s off-the-shelf process.
How we help
Client and case management
Every client, matter and case in one place, with the full history a click away. No more digging through inboxes to piece together what was agreed and when.
Documents in order
Store, share and find documents without the folder maze. Right version, right client, with a record of who saw what.
A portal for your clients
Give clients a secure login to see their documents, send information and check progress. That’s a lot of status-chasing emails your team never has to answer.
Billing without the chasing
Set up retainers and recurring invoices once, then let them run. Late payers get chased automatically and you can see what’s owed at a glance.
Proof, not promises
M8 Staffing is one example. We built the software that runs this staffing and recruitment business. Across professional services the pattern is the same: client work, documents and money spread across too many tools, and hours lost to admin that software should be handling. We know how these firms operate, and we build systems that fit the way yours already runs instead of forcing your team onto someone else’s process.
Ready when you are
Book a free consultation and we’ll show you where a custom system could save your firm the most time.
Real buildM8 StaffingA bespoke recruitment system and iPhone app that runs M8’s whole operation, from shift matching to built-in compliance.View case study →Common questions
Off-the-shelf CRM or bespoke for a professional firm?
A standard CRM is fine if your work fits it. Bespoke pays off when you run clients, matters or projects your own way, and your real process lives in spreadsheets and shared drives instead.
Can it handle clients, cases and documents in one place?
Yes. Clients, matters or projects, documents and deadlines together, so you can answer "where is that at?" from one screen.
Is it safe for confidential client data?
Yes. It is UK-hosted, access is controlled per person, and it is built with GDPR in mind, so client information stays private.
How much does it cost, and how quickly can we start?
Systems start from £150 a month, or a one-off build you own, priced after a short call. The first working version is usually live in weeks.
Can it replace our spreadsheets and shared drives?
Usually, yes. We rebuild the parts that matter, keep what works, and stop the same information being typed in three places.
Do you work with agencies, consultancies and firms?
Yes. We tailor it to how your firm actually wins, delivers and bills work.
Helpful guides
Related solutions
See it in action: Oligra →
99+projects delivered for businesses across Scotland and the UK
