Professional Services App Development

Apps we build for professional services

• Client portal apps for documents, updates and secure messages
• Booking apps for consultations, with intake questions and reminders
• Field service and inspection apps with checklists, photos and reports
• Document review and electronic signature apps for agreements
• Time tracking and expense capture apps that feed your billing system
• Internal staff apps for scheduling, approvals and knowledge access

Key features

• Secure document sharing with per-client permissions and version history
• Electronic signature flows with a clear audit trail of who signed and when
• Offline forms and photo capture for site visits and inspections
• Automatic report generation from field data, sent as a formatted PDF
• Time and expense capture with integration into QuickBooks, Xero or your billing system
• Single sign-on and device controls for staff accounts

Compliance and considerations

Professional firms hold confidential client information, and your regulator, whether a provincial law society, a CPA body or an engineering association, sets expectations for confidentiality, record keeping and how long files are kept. Personal information is also covered by PIPEDA or the equivalent provincial law. In practice we design for data residency in Canada where you require it, per-matter or per-client access controls, audit logs of document access, and export or deletion tools that match your retention policy. Electronic signatures are recognised across Canada under federal and provincial electronic commerce legislation, though some document types are excluded, so we build to what your compliance lead confirms.

Why professional services companies choose us

• We map the current process first, including the spreadsheets and email steps nobody documents
• Confidentiality controls, access logs and retention rules designed in from the start
• Integration with the practice management, CRM and accounting tools you already pay for
• Interfaces simple enough for clients who will open the app a handful of times a year
• Fixed-scope quotes with client app, staff tools and integrations priced separately
• You own the code and the data, with documentation for whoever maintains it next

See every industry we serve, compare project pricing, or read how a project runs before you send us a brief.