Software for Professional services

A client portal, instead of an inbox.

Client portals, intake forms and billing for accountants, consultants, legal teams and specialist service firms.

Pricing
Custom, scoped to your project
Timeline
4–12 wks
First call
Free, 30 minutes, with the people who'd build it.

Sound familiar?

  1. Intake by email

    Every new client means the same questions, answered over five emails.

  2. Documents by attachment

    Several versions in circulation, and nobody's sure which is current.

  3. Invoices chased by hand

    Billing waits until someone has time to do it.

What we build for professional services

01

Client portals

One login for every client: their documents, status, messages and invoices.

02

Intake forms

Structured questions with uploads, so work starts complete.

03

Billing & checkout

Fixed packages, invoices and card payments online.

04

Status tracking

Clients see where their case or file is without asking.

How we approach professional services

How we approach it

Most professional services firms sell expertise and deliver it through an inbox. The expertise is fine; the inbox is what caps how many clients you can hold at once, because every status question, missing document and version mix-up lands in the same place as the actual work.

A portal breaks that. Clients sign themselves up, answer structured questions once, upload what you need and watch their own status. We built exactly this for Marrik, where a compliance prep service that took two hours of paperwork per product now takes two minutes in a portal the customer drives.

Before and after

Today With Northport

Two hours of paperwork per submission

Two minutes in a self-serve portal

Files on one laptop

Every file in one organised place

“Any update?” emails

Live status in the client's portal

Works with what you already use

We connect to your existing tools instead of asking you to replace them. Anything with an API is usually fair game.

  • Xero
  • QuickBooks
  • Stripe
  • Microsoft 365
  • Google Workspace
  • Calendly
  • DocuSign

Professional services questions

What professional services clients usually ask before they start.

Still wondering? Ask us on the first call. It's free, 30 minutes, no obligation. Start a brief
  1. Yes. Self-serve sign-up, intake and payment is exactly what we built for Marrik.

  2. Yes. Encrypted storage, role-based access and audit logs as standard. We'll match any specific requirements your sector has.

  3. We build the software around your process, like intake, document prep and tracking. The legal responsibility stays with you or your licensed provider.

Show us your inbox.

A five-minute brief. A real reply within one working day.

Start the brief