Consulting firms and professional services organizations need systems that manage client relationships, track engagements, automate reporting, and streamline internal operations. without getting in the way of the actual client work.
Technology that supports your client work
We have built CRM systems, client portals, project tracking dashboards, and automated reporting tools for service-oriented businesses. Our Herald Engine CRM uses PostgreSQL row-level security to ensure complete data isolation between client accounts.
Tools built for firms that bill for expertise
Client portals, engagement tracking, automated report generation, invoice management, team utilization dashboards, and document management, we build internal tools that help your firm operate more efficiently as you scale.
Multi-tenant architectures that keep client data isolated, automated workflows that reduce admin overhead, and dashboards that give leadership real-time visibility into firm performance and utilization.
What we build for consulting firms
- US-based, 24/7 support team
- System design and networking
- Software license management
- Hardware procurement and inventory
- Cabling and phone systems
- On-site systems maintenance
- On-site systems maintenance
- NIST and CMMC compliant cybersecurity stack
Spend less time on operations, more on clients
Our consulting clients reduce operational overhead and improve client visibility. We build tools that let your team focus on delivering value to clients instead of wrestling with spreadsheets and manual processes.