For Professional Services

A booking + intake product that actually feels professional.

For consultants, lawyers, accountants, and clinics. We take the AI-built intake or booking tool and make it secure, brandable, and integrated with your existing stack.

Where you're stuck

  • Client data sitting in fragile in-app storage
  • No calendar / email / CRM integration
  • Forms aren't on your real domain

What we ship

  • Branded portal on your own domain
  • Calendar, email and CRM integrations
  • Secure client data + role-based access
  • Document upload + e-sign where needed

Everything included

The details that turn a prototype into a product.

  • Custom domain & white-labelled client portal
  • Calendar sync (Google, Outlook, Calendly-style)
  • CRM integration (HubSpot, Salesforce, Pipedrive)
  • HIPAA-aware encryption & access controls
  • Document upload with e-sign (DocuSign / HelloSign)
  • Automated intake forms & reminder emails

How we do it

From your AI build to a live professional services product.

01

Brand & host

Your domain, your colours, your logo — no generic subdomains.

02

Connect your stack

Calendar, CRM, and email synced so leads never sit in a black hole.

03

Secure client data

Encryption, role-based access, and audit logs that meet professional standards.

04

Train & launch

We walk your team through the admin side, then flip the switch.

Typical result

3x

Faster client onboarding vs manual intake

FAQ

Common questions for Professional Services