AI assessment · 3 min
Get your assessment Book a call
INDUSTRY · PROFESSIONAL SERVICES

Technology for firms that sell time, expertise and trust

Law and accounting firms, consultancies, agencies, chambers and associations. A CRM your team actually uses, custom client and supplier portals, and AI-driven automation of repetitive work — so your people bill more value hours and less admin.

In professional services your asset is the client relationship and your team's billable time. When that information lives in emails, spreadsheets and each partner's head, opportunities slip, billing lags and nobody has the full picture. We connect your CRM, your portals and your processes into a single source of truth, with custom development in Monterrey + Texas and CMMI Level 2 certified processes.

What holds a professional services firm back

Scattered client management: the CRM is a spreadsheet, an Outlook inbox and each partner's memory. When someone leaves, the relationship leaves with them, and nobody knows where the last proposal stood.
Manual processes that eat billable hours: building proposals, chasing follow-ups and gathering documents is done by hand, taking time away from the work you actually charge for.
Slow, error-prone billing: issuing CFDI invoices, reconciling retainers and chasing collections lives disconnected from the project, so you invoice late and sometimes under-invoice.
Missing or fragile client and supplier portals: your clients ask for status by email and your suppliers deliver documents over chat, with no single, secure, traceable space.
Data scattered across systems: the CRM says one thing, the accounting system another and project tracking another. Without a single source, leadership reports are rebuilt by hand every month.
No visibility into profitability per client or project: you know what you billed, but not what each account truly cost you, nor which services protect margin and which erode it.

How we help professional services firms

CRM with Salesforce

We implement and tailor Salesforce to how you sell services: proposal pipeline, key-account tracking, activity logging and a single client view your team actually adopts because it saves them work.

Custom client and supplier portals

We build secure portals where your clients check status and documents and your suppliers upload quotes and deliverables — with roles, traceability and your own design. Like the supplier and quoting portal we built for CAINTRA.

Process automation with AI

We automate the repetitive with workflows and applied AI: document data classification and extraction, proposal draft generation, follow-up reminders and assistants that answer internal questions about accounts and projects.

Billing and CFDI

We connect the billing cycle to your operation: CFDI invoicing, retainer control and a collections flow that starts when the milestone is met, not weeks later. Mexican tax localization integrated with the rest of the system.

Memberships and recurring billing

For chambers, associations and subscription-based firms: member onboarding, recurring dues collection and reconciliation, like the membership billing we implemented for over 500 companies affiliated with CAINTRA.

BI and leadership reporting

We consolidate CRM, billing and projects into dashboards that show profitability per client and service, real pipeline and team workload — to decide with data, not month-end intuition.

Services for your industry

Salesforce

Learn more

Fábrica de software

Learn more

IA & Automatización

Learn more

Related cases

CAINTRA

We digitized CAINTRA’s relationship with its member companies: a single portal to manage suppliers, quote services and bill memberships, with AI-assisted classification of incoming requests.

View case

Frequently asked questions

Do you implement Salesforce from scratch or adapt the one we already have?

Both. We do new implementations and also take over existing instances to clean them up, automate them and integrate them with your billing, portals and accounting system. We start from how your firm sells, not a generic template.

Is the client or supplier portal custom or off-the-shelf?

Custom. We build the portal around your processes, roles and brand, and integrate it with your CRM and billing. CAINTRA is a real example: a supplier portal, quotes and membership billing for over 500 affiliated companies.

Does AI automation replace my team?

No. We use it to take the repetitive work off their plate —classifying documents, drafting, following up— and free hours your people reinvest in valuable, billable work. The professional judgment stays with your people.

Do you handle CFDI billing and Mexican tax regulation?

Yes. We work with CFDI invoicing, retainer control and Mexican tax localization, connected to the project cycle so you invoice on time and in full. It's one of our strengths versus providers that don't operate in Mexico.

How do you ensure development quality and compliance?

We work with CMMI Level 2 certified processes, 2-week sprints with functional demos, code 100% yours from the first commit and dedicated QA. You get visibility into real progress, no black boxes.

Looking for a team that understands your sector? We work as a nearshore partner from Monterrey and Texas, in your time zone. Tell us about your project and get an AI assessment in 3 minutes.

YOUR ASSESSMENT, FRICTIONLESS

Get your AI assessment in 3 minutes

No sales meetings. Answer a few questions and get an actionable plan — with the option to book directly with an expert.

Get your AI assessment Book a call

Free · 3 minutes · no commitment