Professional Services
From first enquiry to signed engagement, handled properly.
Law firms, accountants, consultants and engineering offices in Oman are chosen on trust and responsiveness. We build websites that reflect your standing and automation that checks, logs and engages new clients, collects documents and reminds them of renewals before the deadline.
Typical automation chain
- Consultation request
- Conflict and intake check
- CRM
- Engagement letter
- Document collection
Today
What usually holds professional services back
- Consultation requests reach a partner's personal phone and are forgotten during a busy week.
- Engagement letters are drafted from the last client's file and sent days later.
- Staff spend hours chasing clients for the same missing documents.
- Annual renewals, filings and licence deadlines are tracked in someone's head.
Automation opportunities
What can practically be automated
Structured intake
A short form captures the matter type, parties involved and urgency, runs a conflict check against existing clients and creates the record before anyone picks up the phone.
Appointment booking
Clients pick an available slot with the right partner or consultant, receive a WhatsApp confirmation and a reminder, and the meeting appears in the firm's calendar.
Engagement letters in minutes
The engagement letter is generated from the intake record with scope, fees in OMR and terms, sent for electronic acceptance and filed against the client.
Document requests that follow up themselves
A checklist per matter is sent to the client with a secure upload link. Reminders continue until every item is received, and the team sees what is still missing.
Renewals and deadline reminders
Commercial registration renewals, tax filings, audit dates and licence expiries tracked per client, with reminders to the client and the responsible staff member.
What we build
Bilingual firm website
Practice areas, team profiles, insights and a consultation request that routes to the right person, designed to match the standing of your firm.
Client CRM and matter tracking
Enquiries, conflict checks, engagements and active matters in stages, with owner, deadlines and notes.
Client portal
Clients sign engagement letters, upload documents securely, see matter status and download invoices in one place.
Reminder and reporting automation
Deadline and renewal reminders, follow-ups on unsigned engagements and a partner view of new business by practice area.
Frequently asked questions
Engage new clients without the paperwork lag.
Book a free consultation and we will map how a new client moves through your office today and show where intake and document automation save the most partner time.
Related services
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