Workflow and client-management tools tailored to service businesses.
Overview
Service businesses sell time and expertise, and they lose both to administration. Client details in one place, work in progress in another and billing in a third leaves partners chasing information instead of serving clients. Corefort builds workflow and client-management tools tailored to service businesses.
A consultancy, an accounting practice and an agency all work differently. We do not force them into one template. We scope the system around your engagement lifecycle, your team structure and how you bill.
Industry challenges
Contacts, documents and history spread across inboxes and folders make it hard for anyone to pick up where a colleague left off.
Without a common place to track tasks and deadlines, managers rely on status meetings and memory.
Hours that are not recorded, or invoices sent late, cost the firm money that was already earned.
Repeating the same setup steps by hand for every engagement wastes time and creates inconsistency.
What we build
A single record for each client, with contacts, history and documents in one place.
Shared tracking of work, owners and deadlines across a team.
Recording of time and expenses feeding directly into invoices.
Organised, permission-controlled storage for client documents.
A secure place for clients to see progress, share files and approve work, where it suits your firm.
Utilisation, revenue and pipeline views based on your real data.
Corefort does not currently publish a ready-made professional-services product. These tools are scoped as custom development.
In practice
The situation
Each consultant keeps their own tracker, so managers cannot see what is due or who is overloaded.
The approach
A shared engagement tracker with owners and deadlines, and reporting that shows workload across the team.
The situation
Time is recorded on paper and entered later, so billing runs behind the work.
The approach
Time and expense capture that feeds straight into invoices, shortening the gap between doing the work and billing it.
The situation
Clients email documents back and forth and ask for status updates by phone.
The approach
A secure portal for documents and progress updates, sized to what your firm is comfortable sharing.
These are illustrative scenarios to show how we think about the problem. They are not client case studies.
Staff move between the office, client sites and home. We build tools that stay usable on the move and do not assume a fast connection everywhere.
Service firms hold confidential client information, so access control matters. These are the practices we design around.
We describe these as engineering practices. Corefort does not claim formal certification, audit or regulatory accreditation, and a system is never described as compliant with a standard unless that has actually been assessed.
Read our full security approach.
How we work
We map how an engagement moves from enquiry to invoice and where time and information are lost.
We design the client, engagement and billing structure around how your firm is organised.
We build in stages, starting with the workflow that saves the most time each week.
We launch with team onboarding and monitoring so adoption is smooth.
We keep refining the system as your services, team and client base grow.
Questions
Not at the moment. Tools for service businesses are built as custom software around your firm's workflow.
A client portal can be part of the build if it fits your firm. Exactly what clients can see is decided with you during discovery.
Integration with existing systems is scoped during discovery. What is practical depends on what those systems make available, and we will tell you plainly what is and is not realistic before anything is built.
Timelines and pricing depend on scope, so neither is published for custom work. After a discovery conversation we give you a realistic timeline, and you can request a quote at any time.
Let's talk
Whether you're modernizing an existing system or building something entirely new, Corefort can help turn the idea into reliable technology.
