Can clients upload documents securely?

Yes. Desverso builds client portals with individual logins, role-based access and encrypted file storage, so each client sees only their own engagements and documents. Uploads can be matched to open requests, which lets your team see at a glance what has arrived and what is still missing.

Will it work with our accounting and billing software?

Usually, yes. Desverso integrates with accounting, billing and document management tools through the APIs or exports they provide, so approved time and milestones reach invoicing without manual re-entry. We review your current tools during discovery and confirm the connection approach before committing to a design.

Do you build for small firms as well as larger ones?

Yes. A small practice may only need a client portal and simple time tracking, while a larger firm may want resource planning and partner dashboards. Desverso scopes each build to the firm’s size and the problems it actually has, and can extend the system as the firm grows.

How much does a firm platform cost?

Cost depends on the modules involved, the number of integrations, how complex your approval and billing rules are, and how much client data needs moving. After a strategy call to understand your engagements, Desverso provides a fixed written quote for the agreed scope, so there are no open-ended estimates.

Industries · Professional Services

Portals and workflow tools for professional firms

Desverso builds client portals, project and time tracking, and intake tools for accounting practices, consultancies, agencies and architecture studios, giving clients a clear view of their work and giving partners a clear view of the firm.

Client engagement portals
Project & time tracking
Proposal & intake tools

Talk about your business What we build

The everyday friction

What slows professional services down — and what we build

What gets in the way

Documents chased by email
Staff send the same reminder for missing documents several times, files arrive as email attachments with unclear names, and nobody is sure which version is current.
Hours that go unrecorded
Time is logged at the end of the week from memory, small requests never get billed, and partners only see that a project ran over once the invoice is drafted.
Proposals rebuilt every time
Each new engagement letter or proposal is copied from an old one, scope wording drifts between documents, and approval sits in someone’s inbox for days.

What we build

Client engagement portals
A secure space where each client uploads documents, sees open requests, reviews deliverables, signs off on milestones and messages the team without long email threads.
Project & time tracking
Projects broken into phases and tasks with budgets, quick time entry from desktop or phone, and live views of hours used against what was scoped.
Proposal & intake tools
Structured intake forms that qualify new enquiries, feeding a proposal builder with your service templates, scope wording and approval steps before anything goes out.
Review and approval workflows
Configurable steps for drafts, internal review, partner sign-off and client approval, with comments and version history kept against each deliverable.
Firm dashboards
Views of utilization, work in progress, unbilled time and upcoming deadlines across teams, so partners can spot pressure points before they become problems.

The journey, connected

The engagement, from enquiry to renewal

01
Enquiry and intake
A prospective client completes a structured intake form, and the right partner reviews fit, conflicts and scope before replying.
02
Proposal and agreement
A proposal is built from service templates, approved internally, and signed by the client with terms recorded against the engagement.
03
Deliver and review
Documents, tasks, time and drafts move through the portal, with clear review steps and status visible to both sides.
04
Bill and continue
Approved time and milestones flow into invoicing, and recurring work is scheduled for the next period or engagement.

Systems that fit

Where to start

Services & work

How we deliver for professional services

Services involved

FAQ

Professional Services: common questions

Something else? Ask us directly.

Yes. Desverso builds client portals with individual logins, role-based access and encrypted file storage, so each client sees only their own engagements and documents. Uploads can be matched to open requests, which lets your team see at a glance what has arrived and what is still missing.

Let’s work together

Building for professional services?

Tell us how your business works. We’ll show you what we’d build — and give you a fixed quote before anything starts.

Book a strategy call All industries

Portals and workflow tools for professional firms

Documents chased by email

Hours that go unrecorded

Proposals rebuilt every time

Client engagement portals

Project & time tracking

Proposal & intake tools

Review and approval workflows

Firm dashboards

Enquiry and intake

Proposal and agreement

Deliver and review

Bill and continue

01Can clients upload documents securely?

02Will it work with our accounting and billing software?

03Do you build for small firms as well as larger ones?

04How much does a firm platform cost?

Building for professional services?