CentriWebLess admin between you and the client work.
Intake before the first meeting, proposals and tasks in one place, and a portal for client documents.
Admin eats billable hours.
Each step is small. Together they take hours every week.
Intake by email
Back-and-forth messages before the first meeting.
Documents chased one by one
Each missing file is another email.
Proposals in an inbox
No clear view of what is waiting on a client.
Invoices by hand
Raised and followed up manually.
Intake, proposals and documents in one place.
Enquiries from your website book a first meeting, and intake forms go out automatically so you start prepared. Proposals and tasks live in one CRM, clients share documents through a secure portal, and invoices go out and get paid online.
- Booking and intake before the first meeting
- Proposals and tasks in one CRM
- A secure client portal for documents
- Engagement and reminder emails
- Invoices paid online
One enquiry, start to finish.
Enquiry
A client enquires through your website.
Intake
Intake forms are done before the first meeting.
One place
Proposals and tasks live in one place.
Portal
Clients share documents in a portal.
Paid online
Invoices go out and get paid online.
What you can count on.
Before we start
Start with what costs you most.
- A 30 minute call about how you work today
- A written scope and price before work starts
- One piece first, the rest when it makes sense
While we build
Built around how you work.
- Forms built from the questions you already ask
- Connected to your practice software where possible
- Tested by your team before clients see it
After launch
Looked after by the team that built it.
- Hosting and support
- Changes as the business changes
- One team to call
Common questions.
Can clients upload documents securely?
Yes. A client portal gives each client a secure place to share documents.
Can intake happen before the first meeting?
Yes. Forms go out automatically after booking, so you start the meeting prepared.
Will it work with our practice software?
Usually, yes. We connect existing tools where possible.
Keep exploring.
Related industries
Related guides. Practical, plain English.
Tell us how your business runs. We'll show you what connects.
What happens next
- Book a 30 minute callPick a time that suits you.
- We map how the business runsWhat you use today, and where time goes.
- You get a planWhat we'd build first, and what it involves.