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Smartechor

Industries · Professional Services

Operational platforms and automation for professional-services firms.

We build internal platforms and automation that connect the way the firm operates, reduce avoidable administration, and provide a clear source of operational information.

The challenge

Professional-services firms depend on their people's time, yet too much of it is lost to manual administration, disconnected tools, spreadsheets, and email-led processes.

Overview

Two chrome gears in mesh — a close-up

Professional-services firms sell time — and lose enormous amounts of it to spreadsheets, disconnected tools, and manual processes that live in inboxes. Smartechor replaces that friction with operations platforms and automation built around how your firm actually works: one accountable system for projects, clients, billing, and documents instead of manual glue between a dozen apps.

We connect your CRM, finance, and document tools, automate the repetitive work — data entry, document processing, scheduling — increasingly with AI where judgment is needed, and give clients a fast, branded portal. The result is a service business that scales output without scaling headcount, with the visibility and control leadership needs.

What we engineer towards

Years of our founder's experience in IT
20+
Markets served (US · UK · CH · RS)
4
TargetUptime on systems we operate
99.9%
Two chrome gears in mesh — a wide view

What we build for Professional Services

  1. Internal operational platforms
  2. Workflow and process automation
  3. Client portals and collaboration
  4. Document and information processing
  5. Integration across existing tools
  6. Reporting and management dashboards
QBISA — CRM sales pipeline by stage
QBISA — payroll: monthly pay runs with net pay and employer cost

Our own product

QBISA

A next-generation ERP for companies of up to 10,000 employees

Read the case study

Where we help

Two chrome gears in mesh — from the other side
  1. Operations platform

    Replace spreadsheets and email-led processes with a system designed around how the firm works.

  2. Automation

    Reduce repetitive administration and increase capacity without proportional headcount growth.

  3. Client portal

    A secure, professional, branded experience for clients.

Two chrome gears in mesh — seen from above

Industries

We bring the discipline of a product company to the systems organisations in each sector depend on.

Capabilities we bring to Professional Services

Two chrome gears in mesh — a detail

Related work

Questions

  • Yes. Integration across CRM, billing, documents, scheduling, and other systems is a core part of our work for professional-services firms.

  • High-volume, repeatable work such as document processing, data entry, routing, scheduling, and selected judgement tasks with appropriate AI controls.

  • Yes. Secure client portals are a common part of the operational platforms we deliver.

Two chrome gears in mesh — from a low angle

Let's build for Professional Services.

Book a strategy call to discuss your objectives, constraints, architecture, and the most sensible route to delivery.