Mandates run better with an overview.
Trust services, consulting, law firms, architecture: your knowledge is the service. We take the routine off your hands and give you the figures that lead.
The typical bottlenecks in your sector.
Clients call for status updates
"How far along is my year-end close?" — every query interrupts focused work.
Documents by email ping-pong
Documents go back and forth, versions get lost, no one has a reliable overview.
Utilisation by gut feeling
Which mandate is profitable, where is time getting out of hand? Without figures it's estimation.
The monthly close eats up a day
Export, copy, format — by hand every month, error-prone.
Tailored to your business.
A calm, secure client portal takes the pressure off the phones — and a cockpit shows utilisation, unpaid items and mandate profitability automatically every morning.
Management cockpit
Revenue, utilisation, unpaid items and mandate profitability — automatically from your systems, current every morning.
To data & dashboardsClient portal
Secure document exchange and a status overview instead of email ping-pong — fewer calls, more trust.
To custom softwareAutomate routine
Recurring reports and reminders are created by themselves — the monthly close as a click instead of a day.
To automationHere's how it could look for you.
Trust-services portal & cockpit
An explorable demo for a fictional firm: client login, document overview and a management cockpit with live metrics.
Answered in brief.
Do we have to switch our software?
Usually not. We connect to what you use (accounting, industry software) and add only where it noticeably eases the load.
How secure is the client portal?
Security is the starting point, not a retrofit: access restriction, encryption, Swiss hosting on request, cleanly governed in the contract (revDSG).
Which figure are you missing every Monday morning?
In the intro call we show the cockpit live — and sketch out what yours would look like.