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Industry sector  ·  Case Studies

Professional Services
in practice.

Professional services firms are often the last to digitise business development — and the first to suffer when a partner or referral source disappears. Digital structures and sustains the practice.

Accountant Lawyer Notary Architect Consultant
3
documented cases
for this sector
3
intervention pillars
Structure · Accelerate · AI
Structure
CRM Billing Profitability
01
CRM and client portfolio management for a law firm
Context
A 6-lawyer firm manages 300 active files in Outlook and Word. No visibility on profitability per client or per partner.
Solution
Legal CRM implementation, billable time tracking integration, per-file profitability dashboard, alerts on inactive files to reactivate.
Result
40% of files identified as under-billed. +22% billed revenue with no new clients.
Accelerate
Content LinkedIn Positioning
02
Expert content strategy for an accountancy practice
Context
A 12-person accountancy firm wants to attract growth-stage SME leaders rather than micro-businesses. No differentiating digital presence.
Solution
"Growth leaders" editorial positioning, targeted tax and employment guides, partner LinkedIn strategy, AI engine optimisation for leader-facing queries.
Result
8 new SME mandates signed in 9 months via digital. Average client fee: +85%.
AI
AI Agent Monitoring Automation
03
Automated regulatory monitoring and client notes
Context
An employment law advisory firm spends 6h/week compiling regulatory updates and drafting client information notes.
Solution
AI agent monitoring official sources, automated drafting of personalised client notes by sector, programmatic sending.
Result
-5h/week of manual monitoring. Notes sent 3× faster. Measured increase in client satisfaction.
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