Client portals, practice apps, and CRM automation that scale billable work — not overhead.

Professional services firms — consulting, legal, accounting, agencies — sell time and expertise. Every hour lost to admin, every client request that slips, and every disconnected tool eats directly into margin. TechEsperto builds the portals, apps, and CRM-driven automation that help firms win clients, deliver work, and bill efficiently. ISO 9001 certified, delivering across 30+ countries.

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500+ projects · 30+ countries · 10+ years · 98% client retention · ISO 9001 · SuiteCRM Elite Partner

Challenges we solve in professional services

Time lost to manual admin. Client communication scattered across email and tools. No single view of pipeline, projects, and billing. Generic tools that don’t fit how the firm works. We build software around your practice.

What we build for professional services

Client portals and web applications for delivery and collaboration. CRM solutions, workflow automation, and business process automation for intake, projects, and billing. Custom software and SaaS products for firms productizing their expertise. Mobile apps and API integration with accounting, e-signature, and email. Dashboards and reporting for utilization, pipeline, and revenue.

Standards & reliability

GDPR-ready client data, secure document workflows, and well-documented code so the system grows with the firm.

Frequently asked questions

Can you automate intake and billing? Yes — CRM-driven workflows automate client intake, project tracking, and billing hand-offs.

Can you integrate accounting and e-signature? Yes — we integrate accounting, e-signature, and email via secure APIs.

Can you build a client portal? Yes — branded client portals for document sharing, updates, and collaboration.