Work lives in inboxes
Client requests, files and status updates are scattered across email threads and spreadsheets.
Business & Professional Services
Internal tools and portals that give your team time back.
Client portals, internal workflow tools, white-label builds for agencies, and AI-assisted automation for firms that run on documents and processes.
The problem
What gets in the way today.
The same steps, every time
Staff repeat the same checks, copies and reminders on every case.
Sharing documents safely
Sending sensitive files by email is risky and hard to track.
Billing that lags
Time is recorded late or not at all, so invoices go out slow and incomplete.
Onboarding every new client
Collecting details and documents from new clients is slow and repetitive.
No view of the work
Partners cannot easily see which matters are on track and which are stuck.
What we build
Business & Professional Services software we can build for you.
Client portals
Clients see progress, upload documents and message your team in one secure place.
Internal workflow tools
Your process as software: stages, owners, checklists and reminders.
White-label builds
Products we build that agencies and partners sell under their own brand.
AI-assisted automation
Sorting, summarising and extracting data from documents, with a person approving decisions.
Client onboarding
Online intake forms, ID and document upload, and welcome steps.
Matter and project tracking
Every matter or project with its status, owner and deadlines.
Time and billing tools
Record time against work and turn it into invoices.
Practice dashboards
Work in progress, deadlines and billing across the practice.
Solutions
Where most business & professional services projects start.
Three common starting points. Most products grow to include more than one, and every scope is shaped around your needs.
Client portal
- Secure document sharing
- Status updates
- E-signatures
- Messages
Practice management tools
- Matters and tasks
- Deadlines and reminders
- Time recording
- Reports
Onboarding and intake
- Online forms
- ID and document upload
- Conflict and checklist steps
- Automatic welcome emails
How we work
What we take care of in business & professional services.
Every sector has its own rules and habits. These are the things we plan for from the first workshop, so they do not turn into surprises before launch.
Technology that suits this work
- React and Next.js
- Node.js
- PostgreSQL
- OpenAI, Claude or Gemini APIs
- Secure file storage on AWS
Security and access
Role-based access, audit logs and secure file handling for client data.
People stay in control
AI suggests and drafts; your team reviews anything that matters.
Fits your process
We map how work really flows before we design screens.
Discreet partnership
For white-label work we sign an NDA first and stay in the background.
What changes
What good software gives your team.
Fewer emails
Documents and updates live in one place.
Faster onboarding
Clients complete forms online.
Fewer missed deadlines
Reminders and clear owners.
Better client experience
Updates without chasing.
Clear view of work
See status across the practice.
Accurate billing
Time recorded as work happens.
Trends
Where business & professional services is heading.
- 01
Client portals as standard
Clients expect to see documents and progress online, not only by email.
- 02
AI for documents
Firms use AI to summarise, search and draft, with professionals reviewing the result.
- 03
Workflow automation
Routine steps such as reminders and checklists are moving into software.
- 04
Security and data handling
Clients ask more about how their confidential data is stored and shared.
Why CrowdApps
How we work with business & professional services teams.
Scope agreed in writing
Before any work starts you get a written scope, timeline and price, so everyone knows what is being built.
Working software every week
Weekly demos of real, working features. You see progress and can change direction early.
You own the code and IP
Everything we build is yours: source code, designs and accounts, handed over in full.
NDA before we see your idea
We sign an NDA before you share details, and the same senior team stays with you from start to finish.
Our process
From first call to launch and beyond.
- 1
Intro call
A short call about what you need, who will use it and what is in the way today.
- 2
Written scope
Features, timeline and price in writing, with an NDA signed first if you need one.
- 3
Design
Clickable screens you can test with real users before we build.
- 4
Build and weekly demos
Working software every week, so you can steer as it takes shape.
- 5
Test and launch
Testing on real devices, then release to the web or the app stores.
- 6
Support and grow
Monitoring, fixes and new features in planned releases.
Our experience
We have built internal tools and white-label products for business services firms and agencies. Much of it is under NDA, so we are happy to talk you through it on a call.
Ask us about this work →Questions
Asked by business & professional services teams.
Can you build products we resell under our own brand?
Yes. We do white-label builds for agencies and partners, under NDA, and stay in the background.
Will AI see our clients' confidential data?
Only with your agreement and the right safeguards. We design what data an AI feature can access, and keep people in charge of the decisions.
Can we use AI on client documents?
Yes, with care. We agree what data an AI feature may see, keep confidential data out of third-party models unless you have the right agreements, and keep people reviewing the output.
Can you connect to our accounting or practice software?
If it has an API or data export, usually yes. We check this during scoping.
How much does a project like this cost?
It depends on scope: the number of user types, features, integrations and platforms. After a short call we send a written scope with a fixed price or a monthly team cost, so you can decide before anything starts. You can also get a first range from our project estimator.
How long does it take to launch?
A focused first version usually takes a few months, and smaller tools can be faster. We agree the timeline in the written scope and show working software every week, so you can see it taking shape.
Who owns the code?
You do. The source code, designs, documentation and app store or cloud accounts are yours, and we hand everything over in full.
Do you support the product after launch?
Yes. We offer ongoing support, monitoring and updates, and we can keep adding features in planned releases. You can also take the code to your own team at any time.
Other sectors
Explore more sectors.
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Tell us about your project.
Share your requirements with our team. We'll review your enquiry and get in touch to discuss the next steps.