Advisory and accounting
Recurring work and new engagements sit inside long client relationships. We help connect referrals, commitments and delivery context so the next opportunity starts with an understood need.
Professional services
Your client sees one firm. Work like one.
We connect the relationship across practices, partners and engagements, so the next conversation starts with what your firm already knows.
Who we help
The relationship lasts longer than the engagement.
Your clients expect continuity across partners, specialists and years of work. Make the firm's knowledge useful to the people responsible for the next conversation.
Legal and specialist practices
Your expertise may sit across several partners or teams, with clear boundaries around client information. We help connect relevant relationship context and responsibilities while respecting the role of specialist practice systems.
Multi-service groups
A client can work with several practices and still expect to be recognised as one relationship. We help make introductions and shared context useful across the group, with appropriate access to the work behind them.
“I’m confident we’ll get a return on our investment within six to twelve months.”
Vass MalanosCFO, Fire & Safety Australia
2–5 daysto close a training plan, was ~2 weeks
Read the customer story Where we can help
Deliver what you promised. Keep the relationship close.
We can help connect the commercial relationship to the people doing the work, before, during and after an engagement.
Bring people, entities, referrers and relationship owners into view. The receiving specialist can understand the reason for an introduction and the agreed next step.
Connect the opportunity with the engagement brief, owner and commitments. The team doing the work can start from what was agreed with the client.
Bring relevant milestones, changes and issues back to the relationship owner. Your client conversation can reflect delivery without requiring the partner to chase every project update.
Return outcomes and unmet needs to the client relationship. Make follow-up purposeful, with a clear owner and enough context for the next useful conversation.
See it in practice
The next introduction shouldn't start from scratch.
Sales Cloud keeps sale to delivery on the one record. Relationship history captures itself, proposals and quotes go out from the same place, and a won deal sets up the project.
Professional services firms
- 1Where it starts
- 2How it connects
- 3The record
- 4What it does
Outlook or Gmail
Where the relationship happens
Einstein Activity Capture
Keeps relationship history without manual logging
Sales Cloud
Pipeline, with sale to delivery on the one record
DocGen
Draft proposals
Momentum
Quote signature, deposit and the first call, in one workflow
Xero or MYOB
Invoicing
Jira Service Management
A won deal sets up the project
Blueprint · A solution we can build around your business.
How we work with you
Work through an engagement. Build around your practice.
We start with how your firm wins, scopes and delivers work. Partners, delivery teams and operations each see a different part, and following one engagement together reveals where commitments or useful context fall between them.
We agree which information belongs in the relationship view and which remains in practice, project or finance systems. Then we shape ownership, access and integrations around those boundaries. The aim is a useful shared view that fits the way your professionals work and can be supported as the firm grows.
Explore our approach to strategyTechnology that fits
A client view around the systems that run the work.
Your practice, project and finance tools keep their jobs. Connect the relationship around them so client context travels beyond one inbox.
Sales and Service Cloud can connect clients, referrers, opportunities and commitments. Financial Services Cloud can support more complex household and entity relationships.
Commercial and delivery context in view without moving operational ownership out of the systems that do the work.
Communication shaped by the relationship and a genuine client need, not another manually assembled list.
Let's talk
Bring us one client. We'll show you where their story splits.
Pick one client your firm values. In a 30-minute call we'll trace where their details live across your practice, billing and CRM systems, and show you where the picture breaks.