Industry
Professional Services
Software for firms that sell expertise and need clients, work and billing in one place.
The challenge
Client work, time, documents and invoices often sit in email. Nobody can answer “where does this stand?” without a meeting.
We build client portals, matter or project tracking, approvals and reporting for firms that sell services — so delivery and billing share the same picture.
What better looks like
Clients get a calmer channel. The firm sees pipeline, work-in-progress and what is ready to bill.
Common problems
Where software usually helps first.
- Status trapped in inboxes
- Documents scattered across personal drives
- Billing that lags delivery
- No shared view for partners
LoopC ERP
ERP modules that often matter in this industry.
Start with LoopC ERP or talk to us about extending it for your workflow.
- Accounting
- Invoicing
- Inventory
- Sales
- CRM
- Reports
Custom software
When you need something built around your workflow.
- Client portals and document exchange
- Work tracking and approvals
- Internal dashboards for partners
- Integrations with existing accounting where useful
Workflows
Examples of paths we design for.
- Lead → engagement → delivery → invoice
- Document request → client upload → review
- Internal approval before send
Services
Relevant ways to work with LoopC.
FAQ
Questions we hear.
Will this replace our practice management tool?
Only if that is the right call. Many firms need a client portal and a cleaner internal view, not a full replacement of every tool they already pay for.
Can clients log in?
Yes. Client-facing portals with the right permissions are a common part of this work.
Discuss software for professional services
Bring the workflow. We will help you choose ERP, custom software, or both.
Talk to an expert