Industry solutions

Professional Services

Manage client files, time, contracts and client service.

Service firms sell their team’s time and expertise. We manage client files, working hours, contracts and appointments, so fees are billed accurately and no renewal deadline is missed.

  • Consulting
  • Accounting
  • Law
  • Insurance
  • Marketing agencies
Professional Services
Illustrative photo

Common problems

Three bottlenecks and how to clear them

Problem

Client files scattered across many places

SolutionClient & matter files

Store documents and progress per client and matter

Problem

No record of time spent per client to bill fees

SolutionTime tracking & billing

Log hours by project, issue service fees

Problem

Contracts expire and renewals are forgotten

SolutionContracts & renewals

Remind contract deadlines, track renewals

Industry-specific solutions

7 solutions built for Services

Deploy individually or combined, adapted to how your business actually works.

Solves a key problem

Client & matter files

Store documents and progress per client and matter

Solves a key problem

Time tracking & billing

Log hours by project, issue service fees

Solves a key problem

Contracts & renewals

Remind contract deadlines, track renewals

Client portal

Let clients upload documents and follow progress

Consultation booking

Let clients pick a time, remind automatically

Insurance agent commissions

Calculate commission by policy and agent tier

AI document drafting

LLM

Draft contracts and reports from existing templates

Combine with

Matching cross-industry solutions

52 operations and technology solutions often deployed alongside for Services.

  • Face, fingerprint & GPS attendanceStop buddy punching with AI, record field work tooAI
  • Shifts, overtime & leaveRequest and approve right on the phone
  • Payroll, bonuses & insuranceCalculate from attendance, KPIs and output
  • Employee records & contractsStore records, remind contract expiry
  • Recruitment & onboardingPost jobs, screen CVs, guide new hires
  • Training & competency reviewRun courses, tests and periodic reviews
  • Accounting & e-invoicesConnect with the accounting software you use
  • Receivables & payablesTrack debt aging, send payment reminders automatically
  • Multi-branch cash managementRecord receipts and payments, count cash per location
  • Fixed assets & toolsTag with QR codes, calculate depreciation, transfer
  • Profit & cash flow reportsView profit and cash flow by branch and product
  • AI invoice & document readingTurn invoices and contracts into accounting dataLLM
  • CRM & sales pipelineTrack leads through to closed deals
  • Quotes & sales contractsCreate quotes from templates, track signing
  • Dealers, distributors & affiliatesManage dealer tiers, policies and sales
  • Multi-level commissionsCalculate and pay commission by sales and downline
  • Automated Zalo, SMS & emailSend confirmations, reminders and birthday wishes
  • Complaints & warrantyReceive, assign and track resolution deadlines
  • AI chatbot & call centerAnswer customers 24/7 on Zalo, web, Facebook and phoneLLM
  • Surveys & feedback analysisSend surveys, AI summarizes ratings and sentimentLLM
  • Purchase requests & approvalRaise requests, approve by spending limit
  • Suppliers & quote comparisonKeep price lists, rate suppliers
  • Online approvalsApprove payments, advances and purchases on the phone
  • Documents, contracts & e-signaturesStore, search and sign remotely
  • Task & project managementAssign tasks, set deadlines, track team progress
  • Company goals & KPIsCascade goals to departments, measure results
  • Processes & internal knowledgeStandardize processes, AI assistant answers with sourcesLLM
  • Internal communicationsSend announcements and newsletters, poll employees
  • Centralized video surveillanceView many branches and factories on one screen
  • After-hours intrusion detectionSend alerts with images to your phoneAI
  • Visitors & access cardsRegister visitors, issue cards, set zone permissions
  • Management dashboardsShow daily metrics, send reports via Zalo and email
  • Central data warehouseBring data from many applications into one place
  • Ask your data in plain languageAsk questions, AI answers with tables and chartsLLM
  • Robotic process automation (RPA)Enter data, reconcile and export reports automatically
  • AI agents for workflowsCarry out multi-step tasks across applicationsLLM
  • API software integrationConnect the applications you already use
  • Excel data migrationMove legacy data into new systems, remove duplicates
  • Company websiteBilingual, SEO-ready, easy to update yourself
  • Employee mobile appWork, report and approve requests anytime
  • Zalo Mini AppOrder and book inside Zalo, no app install needed
  • QR payments & auto reconciliationConfirm orders automatically when transfers arrive
  • Customer & partner portalLet customers and dealers look up orders, balances and documents
  • Servers & cloud computingDeploy new systems or migrate them to the cloud
  • Backup & data recoveryAutomatic backups, multiple copies in multiple places
  • Information securitySet permissions, assess and fix vulnerabilities
  • Domain email & collaborationSet up email, calendars and shared document storage
  • Office network & Wi-FiDesign and install for offices and factories
  • On-premise AI serverRun AI inside your business, data never leavesLLM
  • Computer & device managementInventory, set up and update staff devices
  • Outsourced IT supportBack up your in-house IT team on incidents and after hours

AI in this industry

Where AI speeds up Services

Only the steps where AI genuinely saves time or reduces errors.

  • LLMAI document draftingDraft contracts and reports from existing templates · Part of Professional Services
  • AIFace, fingerprint & GPS attendanceStop buddy punching with AI, record field work too · Part of HR & Payroll
  • LLMAI invoice & document readingTurn invoices and contracts into accounting data · Part of Finance & Accounting
  • LLMAI chatbot & call centerAnswer customers 24/7 on Zalo, web, Facebook and phone · Part of Marketing & Customer Care
  • LLMSurveys & feedback analysisSend surveys, AI summarizes ratings and sentiment · Part of Marketing & Customer Care
  • LLMProcesses & internal knowledgeStandardize processes, AI assistant answers with sources · Part of Management & Operations
  • AIAfter-hours intrusion detectionSend alerts with images to your phone · Part of Security & Safety
  • LLMAsk your data in plain languageAsk questions, AI answers with tables and charts · Part of Data & Automation
  • LLMAI agents for workflowsCarry out multi-step tasks across applications · Part of Data & Automation
  • LLMOn-premise AI serverRun AI inside your business, data never leaves · Part of IT Infrastructure & Security

How we work with you

Off-the-shelf or tailor-made

We don’t force clients into one fixed software package. Every project starts with the problem; tools come second.

Deploy a proven product

Best when
Needs are common: sales, inventory, accounting, HR
Approach
Choose proven software, configure it to your processes
Benefit
Fast to roll out, low cost

Build a tailor-made system

Best when
Processes are unique: multi-level commissions, truck weighing, AI cameras
Approach
Design and develop custom, integrate with existing systems
Benefit
Fits exactly how your business runs
  1. Discovery

    We work with leadership and each department to understand processes and bottlenecks.

    DeliverableCurrent-state report & priority problems

  2. Solution design

    Choose off-the-shelf or tailor-made, with a transparent cost estimate.

    DeliverableTechnical proposal & estimate

  3. Implementation & integration

    Install software and devices, migrate data, train users.

    DeliverableLive system, documentation & handover to your in-house team

  4. Operation & improvement

    Technical support, impact measurement, expansion as your business grows.

    DeliverableRegular impact reports

It starts with a conversation

Tell us about your challenge

We will get back to you to schedule a call, then work out the right solution and scope together.

Address

101 Nui Truc Lane, Giang Vo Ward, Hanoi, Vietnam