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Industry · Professional Services

Websites and client systems for firms that sell expertise.

Sites that explain the practice and bring in qualified enquiries, client portals for documents and status, a CRM for follow-ups, and automation for the admin around each client.

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  • Websites
  • Enquiry forms
  • Client portals
  • CRM
  • Document automation
Example: “Turn enquiries into clients” combines Web Development, Business Systems, Automation, Engage.

Typical challenges

Clients look you up before they call.

Firms sell expertise. Clients research them first, expect a quick answer and send documents that have to stay private. Much of the admin around each client repeats, and can be automated.

  1. A site that explains the work

    Visitors should understand what you do and for whom in a few seconds.

    one message · one action

  2. Enquiries worth answering

    A short form that asks the right questions before the first call.

    step-by-step form

  3. Private documents

    Clients send IDs, statements and contracts that must not sit in email.

    portal · permissions

  4. Admin that repeats

    The same intake, reminders and follow-ups for every client.

    intake → follow-up

  5. Clients in Hebrew and Arabic

    Forms, emails and messages in the client's language.

    HE · AR · EN

What we build

From the first enquiry to the last document.

We build the site that brings clients in and the systems that handle them once they are.

Websites with enquiry forms

A site that explains the practice and leads to one clear next step.

  • One message and one main action
  • Step-by-step enquiry forms
Web Development

Client portals

Documents, status and messages in one place, behind a login.

Business Systems

CRM and follow-ups

Leads, clients and follow-ups on one record, with reminders.

Business Systems

Document and form automation

Intake forms, generated documents and reminders that run on their own.

Automation

WhatsApp with Engage

A shared inbox for WhatsApp, Messenger and Instagram, with templates and automations, so answers don't depend on whose phone got the message.

  • New enquiry → reply with next steps
  • Missing document → reminder
Engage

01 / 05 · swipe

Reference architecture

How a client system fits together.

The site, the portal and WhatsApp all feed one CRM, so each client has one record.

Clients

  • Website and enquiry form

    qualified leads

  • Client portal

    documents · status

  • WhatsApp via Engage

    questions · reminders

CRM

Leads, clients, documents and follow-ups on one record.

Behind the CRM

  • Document storage

    by client · by role

  • Email

    confirmations · reminders

  • Calendar

    meetings

  • Accounting

    invoices

Operated by Comark

  • Managed servers
  • CDN and SSL
  • Uptime monitoring
  • Backups
  • Working to ISO/IEC 27001

Professional Services

Bring the admin around each client into one system.

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Bring to the first call

  • How enquiries reach you today
  • The documents clients send
  • The steps you repeat for every client