Skip to main content
Ascend Technologies

Technology for firms, agencies and consultancies.

Professional services run on client relationships, documents and well-managed work. Ascend can build systems that keep clients, files and approvals organized.

Discuss Your RequirementsAll industries

What Ascend can build

  • Client portals
  • Workflow management
  • Document management

Common operational challenges

Problems organizations in this sector often run into when records and processes are managed by hand.

  • Client information scattered everywhere

    Details live in inboxes, spreadsheets and individual phones.

  • Manual approvals and follow-ups

    Work stalls when someone forgets to review, approve or reply.

  • Document versions and storage

    Finding the latest version of a file, or who changed it, takes too long.

  • Tracking work and billing

    Connecting time, tasks and invoices is tedious without a system.

Technology opportunities

Where well-designed software can make the day-to-day work easier and clearer.

  • One client record

    Contacts, history and documents in a single place for the whole team.

  • Structured approvals

    Clear steps, owners and records for every approval.

  • Organized documents

    Stored, versioned and shared with the right people.

  • A portal for clients

    Clients checking progress and sharing files securely online.

Systems Ascend can build

Relevant solutions and services for this sector. This describes what Ascend can build, not past projects, and we scope each one around your organization.

Example features and workflows

Illustrations of the kind of processes a system can support. Your own workflow decides the final design.

Client onboarding

  1. 1Capture the enquiry
  2. 2Collect required documents
  3. 3Review and approve
  4. 4Open the client file

Document review

  1. 1Prepare the draft
  2. 2Send for review
  3. 3Approve or request changes
  4. 4Archive the final version

Discuss your professional services requirements.

Tell us how your organization works today and what you would like to improve. We will help you plan the right system.

Discuss Your Requirements