Systems for professional services firms
Custom CRM, client portals and workflow automation for accountants, recruiters, consultants and legal firms. Keep every client and deadline in order, with less admin.
Accountants, recruiters, consultants and legal firms run on information and deadlines, and when that lives across inboxes and spreadsheets, things slip. SwitchUp Systems builds the CRM, portals and automation that keep every client, case and deadline in one place.
The result is less time on admin and more on the fee-earning work. It's built to fit how your firm operates, your data stays yours, and there's no contract.
The admin that eats your week
- Client info scatteredDetails spread across inboxes, spreadsheets and people's heads.
- Manual onboardingEvery new client is the same stack of forms and emails by hand.
- Chasing documentsYou spend half the week chasing paperwork and signatures.
- Deadlines by memoryKey dates tracked in a spreadsheet, or worse, not tracked.
- Reporting takes foreverPulling the numbers together for a review is a day's work.
Systems that take the weight off
Custom CRM
Every client, matter and conversation in one place, built around your workflow.
Onboarding automation
New clients onboarded with forms, checks and welcome steps handled for you.
Secure client portal
A private area for clients to see documents, status and messages.
Document & e-sign workflows
Collect, send and sign documents without the email ping-pong.
Deadline & case tracking
Every deadline tracked, with reminders so nothing is missed.
Reporting dashboard
Pipeline, workload and performance in one view, ready for any review.
The kind of things we build
Tap any build to see what's inside it, the platforms behind it, and who it suits. Every one is shaped around the business it's built for.
Job & project management
A system that tracks every job from enquiry to invoice, so nobody's guessing what's where. Your stages, your fields, your team, all in one view that updates as the work moves.
- Every job and its stage in one board
- Who's assigned and what's due
- Notes, photos and documents on each job
- Automatic status updates to customers
- Flows straight into invoicing
Booking & scheduling portal
An online booking system your customers use themselves, day or night, that keeps your diary, team and resources organised automatically and cuts no-shows with reminders.
- Self-service online booking
- Your availability rules and buffers
- Automatic confirmations and reminders
- Deposits or payments at booking
- Syncs with your calendar
Live operations dashboard
A dashboard that gathers the figures that matter from the tools you already use and shows them in one live view, so you can see how the business is doing at a glance instead of building reports.
- The KPIs that actually matter to you
- Pulls from your CRM, accounting and tools
- Trends and alerts when something shifts
- Views for owner and team
- Exports for the accountant or bank
Custom CRM / client platform
A CRM built around how you actually work, with only the fields and stages you use. Every contact, conversation and document in one place, with follow-up built in, so nothing slips and the whole team can see what's going on.
- Your real pipeline and stages
- Full history on every customer
- Follow-up and reminders built in
- Roles and permissions
- Joined to your website, email and tools
Quote, invoice & admin automation
Automation that turns your data into quotes, invoices and documents and sends them at the right moment, so the admin that used to eat evenings just happens in the background.
- Quotes and invoices generated from your data
- Sent automatically at the right step
- Chases unpaid invoices for you
- Syncs with your accounting software
- Nothing typed twice
Client portal & membership area
A private portal where your customers see their information, documents, jobs or progress, so they stop emailing you for updates and you look organised and professional.
- Secure login for each customer
- See documents, jobs and progress
- Upload and sign documents
- Memberships and recurring access
- Cuts the repeat questions
Stock & inventory system
A system that tracks stock, materials or assets across locations, flags what's running low and ties into your jobs and orders, so you stop running out or over-ordering.
- Live stock levels across locations
- Low-stock alerts and reorder points
- Tied to jobs, orders and suppliers
- Barcode or quick entry
- Valuation and usage reports
Compliance & certificate tracker
A system that keeps every certificate, qualification and renewal in one place and chases them before they expire, so you stay compliant without living in a spreadsheet of dates.
- Every certificate and expiry tracked
- Automatic reminders before renewals
- Documents stored against each record
- Audit-ready reports in a click
- Roles so the right people are alerted
No two businesses run the same way, so we don't build as if they do
A lot of software asks you to change how you work to suit the tool. We do it the other way round. We start with how your business actually runs, then build the system to fit that, so your team picks it up quickly and it earns its keep from week one.
That means the fields, the steps and the screens are the ones you actually use, with nothing you don't. Made to fit, built by the person who'll still be there when you want it changed.
Tell me how you workBuilt to be yours, not to tie you in
- You own everythingThe system, the code, the data and the accounts are in your name from day one.
- No contractsYou stay because the system is working, not because you're locked in.
- No one held to ransomWe build things to be handed over and maintained, not to keep you dependent on us.
- No jargon wallsEverything explained in plain English, so you know exactly what you're paying for.
- Your data stays yoursSet up properly and privately, in accounts you control.
- One person, start to finishYou work directly with Morgan, not a rota of account managers.
Common questions
Is my client data kept secure and confidential?
Can it work with our accounting or practice software?
Is it GDPR-friendly?
Do I own it?
Spend less time on admin, more on clients
Tell me where the admin piles up in your firm, and I'll show you what a system would take off your team.
Book a callLet's work out what to build
Tell me what's slowing the business down, or where a system could help, and I'll tell you honestly what's worth building and what isn't. No jargon, no pressure.
- You own everything we buildIn your name from day one, on no contract.
- You work directly with MorganNo account managers, no handovers.
- An honest view, fastI'll tell you if a build isn't worth it yet.