A consulting firm was managing client work across email threads, spreadsheets, a generic project tool, a separate invoicing platform, and a cloud drive. Nothing talked to anything else.
We built a unified client portal: project timelines, task management, document sharing, invoicing, and a client-facing view where clients could see progress and upload documents. Everything in one place.
The firm retired four subscription tools within a month of go-live and their team's reported administrative burden dropped significantly.
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