Industry
Software for Professional Services
Cut the admin around intake, documents, and client updates so your billable people spend more time on billable work.
Consultancies, accounting firms, agencies, and other professional service teams sell expertise, but a lot of their week goes to coordination: collecting information from new clients, chasing documents, producing proposals, and answering status questions. Those tasks tend to live in email threads and shared drives. Delvix Studio builds software that structures them: client intake that gathers the right information once, portals for document exchange and status, proposal and engagement workflows, and internal dashboards that show where each matter stands. Where it helps, we add AI features such as summarizing documents or drafting replies, always with a person approving the output.
Common problems
What professional services teams tell us
- New client onboarding means a long email chain of questions, attachments, and reminders.
- Clients send documents by email, and staff have to sort, rename, and file them manually.
- Proposals and engagement letters are assembled from old files, with details copied in by hand.
- Clients regularly ask for status updates because there is no place they can check themselves.
- Utilization and project status are tracked in spreadsheets that are never quite current.
What we build
Tools built around your workflow
Client intake and onboarding
Structured forms that collect information and documents from new clients, with automatic reminders for anything outstanding.
Client portal
A secure place for clients to upload documents, review deliverables, and see the status of their matter or project.
Proposal and engagement workflow
Templates that fill in client and scope details, route for internal approval, and track what has been sent and signed.
Internal project dashboard
A view of active matters, owners, deadlines, and blockers so the partners can see the whole practice at a glance.
AI-assisted document handling
Summaries, data extraction, and draft responses from client documents, reviewed by your staff before use.
Before and after
How the day-to-day workflow changes
| Before | After |
|---|---|
| Onboarding questions go back and forth by email. | The client completes one structured intake and uploads documents in one place. |
| Staff rename and file attachments by hand. | Uploads land in the right client record with consistent naming. |
| Proposals are assembled from old documents. | Proposals are generated from templates and approved in a defined workflow. |
| Clients email to ask for status. | Clients check progress in their portal. |
Integrations
Works with tools you already use
- Google Workspace and Microsoft 365
- Accounting and billing software (QuickBooks, Xero)
- Practice or CRM tools (HubSpot and others with APIs)
- E-signature providers
- Calendar scheduling tools
- OpenAI and Anthropic models for document features
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Frequently asked questions
Can you build for regulated professions like legal or accounting?
We can build the software, and we take client confidentiality seriously, including NDAs on request. Your firm remains responsible for meeting professional and regulatory obligations, and we work with your requirements.
Do you add AI features?
Where they help, such as summarizing documents or drafting replies. We keep a person in the loop for anything client-facing, and we are clear about the limits.
Can the portal integrate with our document system?
Often yes, if it has an API. Otherwise we can build a simple storage layer for the portal itself.
We are a small firm. Is custom software overkill?
Sometimes. If an off-the-shelf tool covers your needs, we will say so. Custom work tends to pay off for workflows that are specific to your practice.
How do we keep client data separate?
We design access controls so each client sees only their own records, and staff permissions follow roles you define.
Keep exploring
Related pages
Next step
Talk to us about software for professional services
A short call, then a written scope in plain language before any build starts.
- Fixed scope
- Weekly demos
- You own the code