Professional services
Structure firms' projects and client relationships
HAKA helps professional-services firms frame their projects, documents and client interactions, from quote to follow-up.
Who it's for
The professions involved
Architects
Frame projects, expected deliverables and their validations.
Lawyers and notaries
Structure case files, documents and client interactions.
Consultants
Steer engagements, stages and the client relationship.
Chartered accountants
Organize case files, validations and financial follow-up.
The field
Demanding projects, clients to onboard
Firms must frame deliverables, get stages validated and keep a clear client relationship.
Stages to formalize
Each project follows a path with internal and external validations.
Documents to control
Expected pieces and their versions must be tracked.
A client relationship to nurture
Quotes, invoices and interactions benefit from being centralized.
Goals
What firms are looking for
Framed projects
Templates, stages and validations for a controlled flow.
Documents under control
Expected pieces, versions and approval cycle.
A clear client relationship
Quotes, invoices and a client portal to smooth interactions.
Application
The domain's primary application
- AppLibPrivate demo
Management for professional-services firms: projects, workflows, documents, validations, finances and client portal.
Discover the application
HAKA Platform
Shared foundations at work
- Business workflows
- Documents and media
- Audit and traceability
- Cloud and integrations
- Identity and access
Transparency
Maturity and scope
- AppLib is in private demo; the delivered profession is architecture, with other professions configured.
- The demonstration uses the fictional firm Atelier Kôré and fictional data.
- ⛔ The medical field is out of scope: AppLib does not address doctors or clinics.
Real online payment and electronic signature are not presented as built.
Structure your firm's activity
Explore AppLib via its private demo, or tell us about your needs.