Professional sector

Making professional services simple with integrated solutions

boltin streamlines client management, optimises project delivery, and enhances operational efficiency, helping consulting, legal, and accounting firms achieve scalable growth and client satisfaction.

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Why we work with professional service providers?

Professional services providers, including consultants, lawyers, accountants, and agencies, depend on strong client relationships, expert delivery, and efficient project management.
As an SMB ourselves, boltin understands the challenge of balancing billable hours with administration, compliance, and client communication.
Our integrated IT and business support removes operational burdens, streamlines workflows, and centralises information.
This allows your team to focus on client value, strategic growth, and delivering projects with precision.

Challenges we solve for professional service providers

Inefficient client onboarding and project initiation processes

Fragmented systems for client data, project management, and invoicing

Managing client relationships and communication across multiple channels

Ensuring compliance with industry-specific regulations and data privacy

Accurate tracking of billable hours and project profitability

Attracting and retaining high-value clients in a competitive market.

Our tailored services for professional service providers

01 CRM

Centralise client data, automate communication, and streamline project workflows

Key benefit: Improved client relationships and efficient project management

02 IT consulting

Build robust, secure IT infrastructure and integrate practice management systems

Key benefit: Enhanced data security and seamless operational integrity

03 Business services

Manage documentation, legal compliance, and back-office financial processes

Key benefit: Reduced administrative burden and robust regulatory adherence.

We work with the tools you already use

CRM
Salesforce, Zoho CRM, HubSpot, Practice Management Software (e.g., Clio, Actionstep)
Project management
Asana, Trello, Jira, Monday.com
Financial
Xero, QuickBooks, MYOB, Billing and Invoicing Software
Operations/HR
Microsoft 365, Google Workspace, DocuSign

Frequently asked questions

How can integrated support improve client experience in professional service firms?

Integrated support brings client information, communication, and project details into one place. This reduces back-and-forth, cuts delays, and makes service delivery smoother and more transparent for your clients.

Do professional service firms need custom system setups or can existing tools be used?

Most firms can continue using the platforms they already rely on. The focus is on connecting them properly so data flows cleanly and processes feel organised and practical.

How does improved data management support compliance?

Clear recordkeeping, secure access controls, and structured workflows make it easier to meet industry regulations and audit requirements without scrambling for documentation.