What We Do

Accelerating Digital Transformation for Professional Service Firms

We help professional service organizations streamline operations, improve client delivery, and unlock growth by building custom digital platforms—designed to match the unique demands of your industry. Whether you’re replacing legacy tools or launching something entirely new, we help you move fast—and with purpose.

Business Services

Optimize internal workflows and client interactions. We modernize service delivery with web apps, mobile tools, and Salesforce-powered dashboards that reduce manual work, enhance visibility, and improve outcomes.

Business

Change Management

Scale global learning and development operations. We build multilingual training platforms and knowledge portals—integrated with Salesforce and enhanced by AI to personalize content delivery and improve engagement.

Staffing/Recruitment

Automate placement processes and enhance self-service. We design AI-enhanced portals that match candidates, automate documentation, and sync seamlessly with platforms like to reduce overhead and boost speed to placement.

Actuarial Consulting

Modernize risk analysis and reporting. We use AI and automation to streamline complex calculations, reporting, and model generation—unlocking insights and operational efficiency.

Insurance

Digitize client onboarding, claims, and policy management. We build custom Salesforce Experience Cloud apps with secure document handling, smart workflows, and client-facing portals that improve transparency and trust.

Real Estate

Streamline lead management and broker workflows. We deliver lead assignment engines, broker portals, and Salesforce-integrated CRMs that power faster deal cycles and better agent support.

Problems We Solve

Eliminating the Roadblocks Holding Professional Service Firms Back

Organizations globally are under pressure to do more with less—serve clients faster, operate leaner, and stand out in competitive markets. Rather than a one-size-fits all solution, building for unique workflows, data needs, and security requirements of your business can be the answer. Whether you’re optimizing internal processes or building a new client experience, we deliver digital tools that grow with your business.

Manual case and document workflows Intelligent automation and document generation
Siloed platforms across practice groups or departments Unified Salesforce-connected systems
Poor client-facing portals or experiences Custom UX with secure, mobile-first platforms
Inefficient onboarding, intake, and approvals Smart forms, digital workflows, and task automation
Lack of integration between CRM, billing, and ops Centralized systems with scalable APIs and compliance support
Our Signature Approach

Built for Expertise-Driven Firms That Can’t Afford to Slow Down

Time is money, and client trust is everything. That’s why our approach is built to move fast, reduce risk, and deliver lasting value. We embed directly with your team to understand your business inside and out, then build custom software that enhances your operations, integrates with your systems, and elevates the experience for both your people and your clients. Our process is structured yet adaptable, ensuring every solution is purpose-built and scalable from day one.

  • Discovery with Domain Experts

    We learn your business model, compliance requirements, and workflow pain points to identify the right solution.

  • User-Centered Product Strategy & Design

    Every solution is mapped and designed to the needs of your internal teams, clients, and stakeholders.

  • Agile Delivery in Iterative Sprints

    Ship value early and often—with regular demos and the flexibility to adapt as priorities evolve.

  • Integrated Tech Stack

    Handselect the tooling for seamless integration with your CRM for automation, reporting, and data integrity.

  • AI-Powered Workflows

    Replace manual processes with intelligent tools that streamline operations and scale.

  • Secure, Compliant Platforms

    Built to meet complex, industry security requirements, regulations, and compliance demands.

  • Ongoing Optimization & Support

    Post-launch, we help you grow with feature enhancements and system refinements aligned to your goals.

Bullhorn
“It’s amazing how much better Bullhorn is with this Hub. It’s not just a great experience—it’s helping to shape Bullhorn’s operations and future products.”
View Case Study

How Prosci Created a Digital Customer Experience in 8 Languages

10k

monthly annual users

2.5x

renewal rate

3

month global adoption

View Case Study

An actuarial firm projects $2M increase in profit by automating manual workflows with AI—reducing errors, accelerating reporting, and scaling smarter.

View Case Study
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Frequently Asked Questions

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Digital Transformation for Your Professional Services Firm

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