- Industry
- Accounting
- Type of work
- Dashboard & Web
- Outcome
- The firm's real numbers on one screen, with automated client comms
The challenge
Client data lived in five tools. Partners made decisions from exports and gut feel.
What we built
- 01
Custom operations dashboard pulling the firm's real numbers into one screen
- 02
Modern website build with service pages and intake flows
- 03
Automated client communication around deadlines and documents
The outcome
The firm's real numbers on one screen, with automated client comms
- Dashboard build
- Web build
- Automation
Got a build like this in your head?
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