Professional Services
Client Satisfaction from 72% to 94% After Portal Launch
A consulting firm managing 28 active engagements had client satisfaction drop to 72%, with poor project visibility the top complaint. Three invoices were disputed in a single quarter. We built a premium portal. Satisfaction reached 94%.
What We Were Solving
The firm managed 28 active engagements with project values ranging from 25K to 250K GBP. C-suite clients expected premium service but project updates were PDF email attachments. Deliverables lived in Google Drive with inconsistent naming. Invoices were Word documents with no online payment. Three invoices were disputed because clients could not reconcile deliverables with billing milestones. The annual satisfaction survey dropped to 72 percent with poor project visibility as the top complaint.
Our Strategic Approach
We built a premium portal matching the firm consulting-grade positioning. Each client has a dedicated workspace with real-time milestone progress, deliverables organised by phase, draft feedback tools, and billing aligned to delivery milestones. Secure messaging replaces scattered email threads. Automated notifications alert clients when deliverables are ready or milestones reached. The admin side gives consultants unified engagement views with time tracking, utilisation metrics and revenue forecasting.
Deliverables
- Premium branded client portal with project workspaces
- Real-time milestone tracking with progress visualisation
- Deliverable management with phase-based organisation
- Milestone-aligned billing with Stripe integration
- Secure per-engagement messaging system
- Automated notifications for deliverables and milestones
- Consultant admin panel with utilisation and revenue metrics
- Client satisfaction micro-survey after each milestone
Project Timeline
Engagement Workflow Design
Mapped consulting lifecycle. Interviewed three clients about pain points. Designed portal around milestone transparency.
Portal and Deliverable System
Client workspaces, milestone tracking, deliverable management, feedback tools and secure messaging with RBAC.
Billing and Admin Panel
Milestone-aligned invoicing, Stripe payments, consultant utilisation dashboard and satisfaction surveys.
Migration and Rollout
Historical data migration, consultant training, client onboarding and phased rollout across 28 engagements.
Measurable Results
Want Results Like These?
Tell us about your project. We'll look at the fit and put together a focused proposal after a 30-minute strategy call.
More Case Studies
See how we've helped businesses in other sectors and with different challenges.
Financial Services
From 8-Second Load Times to Sub-Second Performance
A payment processing platform on six-year-old infrastructure was costing £12,000 per outage. We rebuilt it from the database layer up. No unplanned downtime since.
Financial Services
12x Qualified Lead Generation: From One a Month to 3-4 Per Week
A wealth management firm with £200M AUM was getting roughly one qualified lead a month from their website. We redesigned around conversion and got them to 3-4 per week from organic traffic.
Financial Services
6 Person-Days of Monthly Billing Reduced to Fully Automated Overnight Run
A 120-client insurance brokerage was spending six person-days every month on manual billing. We automated the full cycle. Late payments fell from 28% to under 4%.
Financial Services
Month-End Processing Cut from Five Days to One
A 60-person accountancy practice was exchanging sensitive client documents over email, flagged twice by their PI insurer. We built a compliant portal. Month-end processing went from five days to one.
Financial Services
Sub-200ms Data Processing for 500,000 Daily Market Events
A proprietary trading firm was missing time-sensitive opportunities because their platform took 1.8 seconds per event batch. We rebuilt the data pipeline. Processing now runs under 200ms.
Financial Services
73% of Members Moved to Self-Service Within 90 Days
A credit union serving 8,400 members had nearly all transactions going through branch visits. Two previous digital projects had failed with off-the-shelf software. We built something bespoke. Loan approvals went from five days to same-day.
Facing a similar challenge?
Tell Us About Your Project.
We'll look at your brief and let you know if there's a good fit. Honestly and without pressure.
Schedule a Consultation