For the owner
See active work, approaching deadlines, available capacity, and invoices awaiting payment.
Professional Services
Follow the work from intake to payment.
Connect client information, documents, deadlines, team capacity, and billing. Help your firm keep promises, make handoffs clearer, and spend less time asking around for the latest update.
The whole business in view
Bring the useful pieces together.
These are illustrative examples, not a fixed package. Your CIS Hub is a connected workspace tailored to your business, the tools you use, and the people doing the work.
Client intakeProject or practice toolsDocumentsTeam capacityBillingClient history
Different roles, useful views
See what matters for your part of the day.
We agree what each person needs to see and what they can do with it.
For the team
Find the client’s details, agreed scope, latest documents, and next responsibility in a workspace suited to their work.
For administration
See missing intake details, handoffs awaiting a response, and completed work ready for billing.
Illustrative workflow
A new client is ready to get started.
Once intake is complete, the workspace could bring together the agreed scope, approved documents, owner of the work, and next deadline. Staff review the details and approve the handoff. Agreed task reminders can run automatically.
Why it helps: The next person starts with the information they need, and the owner can see work waiting for a decision.
Another example
Completed work is ready for billing.
Show completed work alongside the agreed fees and billing details. Staff check and approve the invoice. Professional judgment and client advice stay with your team.
Existing tools + custom software
Keep what works. Build what is missing.
We can connect useful information from your current tools, build a fuller custom system, or combine both. That could mean keeping your booking or accounting tool and adding screens built for your team.
We check what your tools allow, agree how information should update, and make older or missing information visible rather than guessing.
See What We Build →Check whether it helps
Choose measures that fit your business.
Time spent finding the latest document, projects waiting at a handoff, and time between completed work and approved billing. We agree a starting point and compare it after the team has used the work.
Let’s talk
What would make your workday easier?
Tell us where your team loses time or which answers you keep chasing. We’ll help you work out a useful place to start.