Make it easier for clients to work with your team.
Connect service discovery, enquiries and ongoing collaboration through clear digital experiences.
FiibixTech offers websites, client portals and custom business software for professional service firms. Plan the client journey alongside the workflows your team needs to deliver the work.
A clearer engagement journey
Capture the brief and route it to the right person.
Collect agreed information and assign next steps.
Organise tasks, documents and progress updates.
Record approvals and agreed actions.
- Consulting businesses
- Accounting & advisory firms
- Legal service firms
- Recruitment & specialist agencies
Connect your client experience with daily operations.
Choose capabilities around your service model, current tools and the handoffs that need improvement. Features and integrations are agreed for each project.
Professional services websites
Present services, team information and approved experience clearly, with responsive pages and straightforward enquiry journeys.
Client portals
Define account access, shared documents, requests and progress views with clear permissions for clients and internal users.
Client onboarding workflows
Organise intake forms, required information, review stages and assignments around your approved onboarding process.
CRM integration
Connect supported enquiry and client systems using agreed data mappings, ownership rules and handling of duplicate or incomplete records.
Task & approval tools
Develop assignments, review queues and approval records around the stages your team follows to deliver each service.
Operational dashboards
Build agreed views of enquiries, active work, upcoming tasks and service stages using defined data sources.
Define who owns the information and the next action.
A client portal or automated workflow needs clear responsibilities. Agree how information is collected, reviewed, shared and updated.
Bring your service owners into discovery and supply any specialist requirements that should inform access controls and implementation.
Explore IT consulting →Service stages & ownership
Map enquiry, qualification, onboarding, delivery and review stages. Identify the responsible person at each handoff.
Client & staff permissions
Define which users can view, upload, edit and approve information. Specify separation between client accounts.
Documents & review records
Agree document categories, required fields, version handling and the evidence needed to record an approval.
Existing systems & integrations
Identify CRM, calendar, accounting and document systems. Confirm supported APIs, access permissions and data ownership.
Data handling & launch checks
Supply hosting, retention and access requirements. Agree representative workflow tests and the owners who approve the release.
Start with the most useful client or team journey.
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01 / DISCOVERY
Understand the service
Review clients, team roles, current tools and the workflow you want to improve.
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02 / DESIGN
Agree the experience
Map screens, handoffs and permissions for the focused first release.
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03 / DEVELOPMENT
Build & connect
Develop scoped functionality and review integrations and representative workflows.
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04 / HANDOVER
Prepare for use
Complete agreed checks and document administration and support responsibilities.
Choose the development support your firm needs.
Website development
Create clear service pages and customer enquiry journeys on responsive layouts.
Explore website development →Custom software development
Develop client workspaces and internal tools around agreed service workflows.
Explore custom development →ERP & CRM integration
Review supported connections between enquiries, client records and business tools.
Explore system integration →Planning software for professional services
Can our website enquiries connect to our CRM?
This can be considered where the CRM provides suitable integration access. Define required fields, assignment rules and duplicate handling before confirming the scope.
Can each client have a separate portal?
Client workspaces can be included in the scope. Account structure, permissions and separation of information should be defined and reviewed through agreed access checks.
Can clients upload documents and review progress?
These capabilities can be scoped around your process. Agree document types, upload limits, authorised viewers and which progress information is appropriate to share.
Can we keep using our current business tools?
Existing tools can be reviewed during discovery. Integration options depend on supported APIs, permissions, vendor restrictions and required data flows.
Does workflow automation replace professional review?
Automation can support agreed administrative steps. Define which activities require human review and retain approval responsibilities within your service process.
Can we start with one service or department?
Yes. A focused release can cover one defined workflow. Additional services, departments and integrations can be planned separately.
What should be easier for your clients and team?
Tell us about your services, current tools and the workflow you want to improve. We can discuss a practical development scope.
A useful project brief includes:
- Firm type and services provided
- Client and staff user groups
- Current workflow and main difficulties
- CRM and other existing business systems
- Essential features and access requirements
- Expected timeline and budget range