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Technology Built for the Way Professional Services Work

Professional services businesses grow through expertise, strong relationships and the ability to deliver consistently for clients.

As firms scale, that becomes harder to manage. New business, account management, client delivery and internal operations can sit across different teams, systems and spreadsheets, making it difficult to maintain visibility across the full client relationship.

We design connected technology solutions that bring those parts of the business together. From pipeline and client relationships through to engagement management, automation and reporting, we help professional services firms create a more connected way to win, serve and grow their clients.

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See the Customer Experience for Yourself

See how our interactive industry website uses HubSpot to power the customer-facing experience across construction and property development. From property listings and event registrations to customer and agent portals, the we can demonstrate how connected data and automation can create a smoother journey from first enquiry through to contract and beyond.

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Portrait Cutout on Transparent Background
Woman in black dress cutout

Best in class, they have a wealth of expertise, backed up by robust systems and processes, and they are all an absolute pleasure to deal with.

Angelina Farry
IAB NZ

They were such a high-calibre group, and these solutions really form an integral part of what my team does day in, day out.

Amrita Sidhu
Medianet

Trusted by the Region's Biggest Names in Professional Services

From consulting and advisory firms to legal, accounting and other specialist service businesses, we’ve designed HubSpot around some of the industry’s most complex client relationships and service models.
Architectus
IAB NZ
Foster Moore
HireUp
Attura
medianet
MBL
Clayton Utz
CloudStaff
lancome
Datacom
Law Society

We know the Industry Painpoints

Different Leaders See Different Problems

Growth, client delivery, customer experience, technology and margin are connected — but every leader sees the challenge through a different lens.

Select your area:

The question you're trying to answer

How do we grow across clients, services, teams and regions without increasing complexity and administrative overhead at the same rate?

What this requires

Connected commercial and delivery visibility

A connected view of pipeline, client relationships, delivery performance and risk across the business.

Connected systems Cross-business reporting Process automation Governed data

A client relationship doesn't end when an engagement is won


Business development, client delivery and account growth often span years, involve multiple stakeholders, and create opportunities across different services long after the initial engagement begins. That complexity isn't something to remove. It's the reality that technology built for professional services needs to support.

5-8

Distinct phases from enquiry to renewal.

5-8

Distinct phases from enquiry to renewal.

3-6+

Stakeholder types involved simultaneously

3-6+

Stakeholder types involved simultaneously

Months to years

Typical client relationship and lifecycle

Months to years

Typical client relationship and lifecycle

∞

Potential for referrals and future work

∞

Potential for referrals and future work

The Challenge is Keeping it All Connected

With so many people, systems and stages involved, the challenge isn’t capturing more data. It’s making sure the right information follows the customer and project throughout the entire journey.

Attribution

Connect marketing activity to opportunities and revenue.

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Attribution

Connect marketing activity to opportunities and revenue.

Execution

Keep opportunities moving with consistent follow-up.

content_paste_off_24dp_1F1F1F_FILL0_wght300_GRAD-25_opsz24 1
Execution

Keep opportunities moving with consistent follow-up.

Fragmentation

Bring customer and project information together.

stacks_24dp_1F1F1F_FILL0_wght300_GRAD-25_opsz24 1
Fragmentation

Bring customer and project information together.

Inefficiency

Reduce duplicate entry and manual reconciliation.

database_off_24dp_1F1F1F_FILL0_wght300_GRAD-25_opsz24 1
Inefficiency

Reduce duplicate entry and manual reconciliation.

Communication

Give customers timely access to the information they need.

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Communication

Give customers timely access to the information they need.

In a Connected CRM Every Opportunity is Realised

Client company record
Northstar Group
Business Advisory · Tax · Client since 2023
Active client
MT
Relationship owner
Mia Thompson
Partner · Business Advisory
Next relationship review: 22 October
Owner assigned
SP
Associated contacts
Sarah Patel · Finance Director
Primary contact · Also linked: James Lee, Managing Director
2 contacts
↗
Associated engagements
Growth strategy review
Mia Thompson · In progress
Annual tax advisory · Daniel Chen · Client review
2 engagements
✓
Activity feed · Today, 10:30 AM
Quarterly client check-in
Mia discussed expansion plans with Sarah and James.
Meeting
✉
Activity feed · Yesterday, 2:15 PM
Tax recommendations shared
Daniel sent Sarah the recommendations for review.
Email

Know Who Owns Every Client Relationship. See Every Engagement.

The Problem

Client relationships often span multiple partners, practitioners and service lines. When updates sit in individual inboxes or separate systems, it’s hard to see who owns the relationship, what’s been discussed and which engagements are underway.

The solution

Bring that context together on your contact and company records in HubSpot. Record properties show relationship owners and key client details, associated cards show linked contacts and engagements, and the activity feed brings emails, calls, meetings and notes into one shared view.

THE RESULT

Clear ownership and a connected view of each client, so teams can coordinate follow-up, understand the work already underway and maintain continuity when responsibilities change.

Client ownership, engagements and activity in one shared view

Client Hub — Stop answering “where is everything up to?”

The Problem

Clients rely on emails, calls and individual team members for updates, while your team spends time manually sharing documents, actions, meeting notes and engagement progress.

The solution

Give every client a secure, branded portal connected to HubSpot where they can see the information relevant to their engagement, including meetings, documents, deliverables, actions and milestones.

THE RESULT

Clients get visibility without chasing your team. One secure place for everything they need, updated as your team works in HubSpot.

Fewer status emails. Less manual servicing. A more connected client experience.

Client Hub
ST
Hi Sarah, here's your engagement update.
Strategic Advisory · FY27 Growth Programme
On track
Strategy & Recommendations 68% complete
 
 
Discovery Complete
 
Analysis Complete
 
Recommendations In progress
 
Final Review Upcoming
↓
Latest update
✓
Analysis complete
Findings and initial recommendations have been added for review.
Updated today
↓
What's happening next
→
Client review meeting
Review recommendations, decisions and next actions with your advisory team.
24 Oct
↓
Your documents
Discovery summary Approved
Recommendations draft Updated today
Engagement approved
FY27 Strategic Advisory Programme
Sarah Thompson · Advisory Services
Approved
↓
H
Client data populated
Existing client and engagement data pulled from HubSpot.
Client Thompson Group
Service Strategic Advisory
Fee $85,000
↓
DOC
Template selected
Statement of Work
Matched
↓
PDF
Document generated
Strategic Advisory · Statement of Work
Generated from approved HubSpot data.
Ready to review

Document Generation — Create the right document without retyping client data

The Problem

Business development and delivery teams repeatedly copy client, engagement, scope and fee information into proposals, statements of work and contracts, creating unnecessary admin and room for error.

The solution

Use information already held in HubSpot to automatically generate the right document with the right client, commercial and engagement details.

THE RESULT

Enter the information once and use it throughout the client lifecycle. HubSpot data flows directly into the right proposal, statement of work or agreement.

Less retyping. Fewer errors. Faster client onboarding.

Event Management — Turn every attendee into a connected relationship

The Problem

Event registrations, attendance and follow-up often sit across separate tools, making it difficult to see who attended, what they engaged with and what should happen next.

The solution

Manage event creation, bookings, check-in, communications and follow-up through HubSpot, connecting every attendee to the relevant event, campaign, client relationship and next action.

THE RESULT

Every attendee stays connected before, during and after the event. Registrations, attendance, communications and follow-up all live in one place.

No manual lists. No disconnected event data. No missed follow-up.

Visitor registers
Harbour View Showhome
Saturday Open Day
Registered
Name Sarah Thompson
Interested in Harbour View Estate
↓
ST
Contact created
Sarah Thompson
Added to HubSpot automatically.
Registered
↓
✓
Attendance recorded
Sarah has checked in
11:42 AM
↓
→
Follow-up triggered
Follow up with Sarah
Visitor and project details are ready for sales.
Due today
Capacity updated
Strategic Advisory · November
Delivery availability updated centrally.
Service capacity
↓
↻
Availability changes
Advisory team capacity updated
Available  →  Limited capacity
↓
H
Commercial team sees update
Strategic Advisory · November
Current delivery capacity is visible alongside the opportunity in HubSpot.
Limited
↓
→
Opportunity adjusted
Proposed start date moved
Sales can set realistic expectations before the engagement is committed.
18 Nov

Service & Capacity Management — Know what you can commit before you sell it

The Problem

Service availability, team capacity and delivery commitments often sit across spreadsheets, project tools and individual team members, making it difficult for commercial teams to know what the business can realistically take on.

The solution

Bring services, delivery capacity and active commitments into HubSpot so teams can see what is available, where capacity is constrained and who is responsible for delivery alongside the opportunity itself.

THE RESULT

Commercial and delivery teams work from the same view of capacity and commitments instead of relying on manually maintained spreadsheets or internal back-and-forth.

Fewer overcommitments. Less manual checking. More confidence in what you can deliver.

Partner Portal — Give external partners access without opening up your CRM

The Problem

Referrers, delivery partners and external specialists often need access to shared opportunities, documents and client information, but giving them direct CRM access can create permission, security and data-quality issues.

The solution

Give external partners a secure portal connected to HubSpot where they can access the information relevant to their relationship, referrals or shared engagements without exposing the wider CRM.

THE RESULT

Partners get the information they need while your team keeps control of the underlying client, commercial and engagement data.

Less back-and-forth. Better data control. A smoother partner experience.

↗
Partner logs in
Partner Portal
Secure access to relevant referrals and shared engagements.
Access granted
↓
Shared opportunities
Thompson Group Strategic Advisory · In progress
Northshore Legal Technology Review · Referred
↓
Documents accessed
Engagement brief Latest version
Scope summary Approved
↓
H
Activity tracked in HubSpot
Partner referral updated
Linked to the partner, client and engagement automatically.
Logged

The Business Case for a Connected CRM

324% 

Higher year-on-year revenue growth for Professional Services organisations using a commercial CRM compared with those that don’t.

324% 

Higher year-on-year revenue growth for Professional Services organisations using a commercial CRM compared with those that don’t.

25%

Higher annual revenue per billable consultant reported by Professional Services organisations using CRM.

25%

Higher annual revenue per billable consultant reported by Professional Services organisations using CRM.

12%

Higher project margins for Professional Services organisations using CRM compared with firms without one.

12%

Higher project margins for Professional Services organisations using CRM compared with firms without one.

One Source of Truth for every User and Every Customer 

Bring marketing, sales, project activity and customer experience together in one connected platform.

With HubSpot at the centre, your teams can see the full relationship — from the first campaign or enquiry through to project milestones, handover, repeat business and referrals.

 
 
 
 
 
 
 
 
 
 
 
Companies
clients, prospects,
partners, referrers,
suppliers
Contacts
decision-makers,
stakeholders, partners,
client contacts
Client
experience
portals, requests,
milestones, updates,
communication
Activities
emails, calls, meetings,
documents, events,
engagement
Engagements & Services
matters,
retainers, deliverables,
service lines
Integrations
ERP, accounting,
practice management,
document systems
Opportunities
bids, tenders,
referrals, proposals,
new engagements

Our Clients in These Industries Have Realised Some Extraordinary Business Outcomes.

86.6 %
86.6 %
Perfect match rate across AI-assisted ticket triage.
2 x
2 x
Operational Bandwidth (Doubled Capacity).
100 %
100 %
Protection of institutional client knowledge across regional offices and practices.
360 °
360 °
Visibility of customer activity.
100 hours
100 hours
Saved every week by removing manual inbox sorting.

Industry Insights & Resources

The Professional Services Case Study
Learn about eight projects where we replaced fragmented systems, manual processes and siloed client data with connected HubSpot ecosystems, from AI-enabled legal triage and relationship intelligence to ERP integrations, recruitment workflows and end-to-end client lifecycle management.
Porfessional-Services-Case-Study-Cover-Book-Mockup
The Professional Services Case Study
Learn about eight projects where we replaced fragmented systems, manual processes and siloed client data with connected HubSpot ecosystems, from AI-enabled legal triage and relationship intelligence to ERP integrations, recruitment workflows and end-to-end client lifecycle management.
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Avidly APAC Builds Technology Around Professional Services

We bring deep experience across legal, consulting, engineering, technology, accounting and other specialist service firms, designing connected solutions around the long client lifecycles, complex engagements and relationship-led growth models that define the sector.

Working with Professional Services organisations across APAC, we’ve seen how the right technology foundation can connect business development, client service, delivery and operations in a way that protects relationship knowledge and improves visibility across the firm

We understand that you need to manage clients, contacts, engagements, projects, bids, referrals, documents, events, delivery teams and long-term relationships across multiple services and business units.

And we know the impact of being able to do this in one place. The result is a connected platform built to manage much more than just customer relationships.

Have our team show you what this could look like in your business

Book your demo