Client portals, project management, invoicing, CRM and automation — a modern digital layer for consultants, chartered accountants, legal firms and agencies.
Professional services firms live on relationships, expertise and trust. But the operational back-end — client onboarding, document collection, project tracking, invoicing — often runs on email and spreadsheets.
A3AI builds custom software for professional services firms — client portals, project trackers, invoicing systems, CRMs and workflow automation.
Client onboarding takes weeks of back-and-forth.
Files scattered across email, WhatsApp and Google Drive.
You can't see status without asking the team.
Invoicing lags actual work, cash flow suffers.
Structured onboarding with document upload.
Tasks, milestones, deadlines, hand-offs.
Secure client-specific document storage.
Automated invoicing and online payments.
Track clients, referrals and lifetime value.
Automated onboarding checklists
Document collection reminders
Project milestone notifications
Invoice generation and payment reminders
Referral tracking and thank-you flows
Prospect finds you via website or referral.
Structured portal captures documents and info.
Project tracked with clear milestones and updates.
Automated invoicing and online payment.
Client portal and CRM keep the relationship warm.
Portal cuts onboarding from weeks to days.
Automated invoicing and reminders.
Project tracking replaces status meetings.
Portal and modern experience impress.
Live projects we've built for businesses like yours.
Logistics / Freight
Designed and developed a modern logistics website with an online quotation system, enquiry optimisation, customer-focused user experience and business-oriented content.
Personal Branding / Portfolio
Designed and developed a custom, mobile-first portfolio website with a clean editorial layout, project showcase, skills section and integrated contact — owned outright, with no ongoing SaaS subscription.
Yes — the client portal has secure upload and audit logs.
Both are supported.
Yes — Stripe, Razorpay and others.
Yes — role-based dashboards for each consultant.
Yes — CAs, tax consultants, legal, HR and marketing agencies are common users.
Yes. RLS, encryption and role-based access.
6–10 weeks for a full professional-services platform.
Yes — Tally, Zoho Books and others.
Book a free discovery call and see how it fits your practice.
