INDUSTRY

Professional services

Websites, CRM and client portals for law firms, accountants, consultants and agencies.

OVERVIEW

Technology for
professional services.

Firms sell expertise and trust. Clients expect a professional website, quick replies and an easy way to share documents, and partners need to see every matter and deadline. We build websites, CRMs, client portals and automation for professional firms.

PROBLEMS WE HEAR ABOUT MOST

  • Enquiries that sit in a shared inbox for days
  • Client documents chased by email over and over
  • No single view of matters, deadlines and billing
  • A website that does not explain what the firm does
WHAT WE BUILD

Systems that fix
those problems.

01 /

A website that builds trust

Clear practice areas, people, insights and enquiry forms that route to the right person.

Web Development
02 /

A CRM for your firm

Every client, matter, task and deadline in one place, with reminders.

Custom CRM
03 /

A client portal

Clients upload documents, sign off and see progress without email chains.

Custom Systems
04 /

Automation

Automatic reminders, intake forms and reports that save hours each week.

Automation & AI
EXAMPLE SCENARIOS

How we would
approach it.

Typical situations we are asked to solve in professional services. They are examples, not client case studies.

SCENARIO

An accounting practice chasing documents at tax time

The situation

Every year staff email clients again and again for the same documents, and files are scattered across inboxes.

What we would build

A client portal with a checklist per client, automatic reminders and secure uploads, so staff can see at a glance who is still outstanding.

Custom SystemsAutomation & AI

SCENARIO

A consultancy losing track of leads

The situation

Enquiries come in by email, LinkedIn and referrals, and follow-ups depend on who remembers.

What we would build

A CRM that captures every enquiry, assigns an owner and sets follow-up reminders, with a simple pipeline view for the partners.

Custom CRM

Prices start from R1,200 excl. VAT (R1,380 incl. VAT).Every system is quoted for your business, and once-off work can be paid over 3 or 6 months.

QUESTIONS

Professional services
questions.

Ask us something else
Is a custom CRM better than an off-the-shelf one?

Not always. If an existing product fits how you work, it can be the better choice. A custom CRM makes sense when your process is specific or per-user fees get expensive.

Can clients upload documents securely?

Yes. A client portal can accept uploads over an encrypted connection and limit who can open each file.

Can you move us off spreadsheets?

Yes. We import your existing data so the new system starts with your history.

GET IN TOUCH

Running a business in professional services?

Tell RTS how you work today and we email you a detailed quote, usually within one business day.

Get a quote