Industry category
Systems and automation for Professional Services
Clients of professional firms usually start with a question and a short window of attention. They want to know whether you can help, what it costs and how quickly they can talk to someone.
Firms lose prospects when inquiries sit in a shared inbox, when intake depends on back and forth emails, and when consultations end without a clear next step.
LATTICE handles intake, booking and onboarding so your team spends its time on client work instead of chasing paperwork.
Industries in Professional Services
- Law FirmsLATTICE builds intake, CRM, client portals, websites and follow-up systems for law firms, so consultations get booked and matters move without chasing.
- Business ConsultantsA unified command center for your advisory practice and client lifecycle.
- Architecture FirmsA unified platform to manage the design lifecycle and client expectations.
- Engineering FirmsA unified operating system for managing complex client relationships and technical cycles.
- Land SurveyorsAutomating the path from initial deed research to the final plat delivery.
- RecruitersA single dashboard for candidate pipelines, client intake, and placement tracking.
- Staffing AgenciesA unified command center for candidate intake and client management.
- Virtual Assistant CompaniesOne central hub for client requests, staff delegation, and billing.
- Business BrokersManage your entire deal flow from initial valuation to the final wire transfer.
- NotariesA unified platform to coordinate mobile signings and secure client verification.
- Translation ServicesAutomate project intake, linguist coordination, and client communication.
- Private InvestigatorsCentralize case files, evidence logs, and client communications in one secure system.
- Court ReportersA centralized platform for depositions, transcripts, and firm operations.
- Process ServersA centralized hub to manage every serve from intake to filing.
- Interior DesignersA unified platform for managing aesthetic vision and technical execution.
- HR ConsultantsA unified hub for managing advisory projects and client compliance.
- Immigration ConsultantsA unified platform for case intake, document collection, and applicant communication.
- Personal Injury Law FirmsA unified command center for client intake, case tracking, and settlement management.
- Family Law FirmsOne central platform for domestic relations intake and client management.
- Estate Planning AttorneysOne central platform for legacy planning and fiduciary management.
- Criminal Defense AttorneysA unified command center for private counsel and defense firms.
- Immigration Law FirmsUnified workflow management for the modern immigration practice.
- Bankruptcy AttorneysAutomate debtor intake, document collection, and filing deadlines on a single platform.