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New guideModernizing a legacy system without stopping the business

Eryon AI Software Solutions

Professional Services

Client, project and people systems for professional services firms.

Consultancies, agencies and staffing firms sell expertise and time. Their systems need to track clients, projects, people and documents without slowing the experts down.

Discuss your operation

The Industry Challenge

Client work, hiring pipelines and documents are managed through inboxes and shared drives.

The operational problem

  1. 01Candidate and client pipelines live in email threads.
  2. 02Documents are shared by email with no version control.
  3. 03Time and project status are reported manually.
  4. 04Clients ask for updates that a portal could provide.

The Digital Solution

Portals and internal systems for recruitment, client work and documents: structured pipelines, secure document sharing and self-service status for clients and candidates.

Systems Required

What the software stack usually includes.

01

Recruitment platforms

Jobs, applicants and stage tracking.

02

Client portals

Status, documents and requests.

03

Project and time tracking

Engagements, tasks and effort.

04

Document workflows

Templates, approvals and e-signature integration.

Who We Build For

Professional Services segments we understand.

  • Recruitment and staffing

    The problem
    Candidates and roles are tracked across email threads.
    What we build
    Recruitment portals with job posting, applications and stage tracking.

  • Consulting firms

    The problem
    Client status updates take hours to prepare.
    What we build
    Client portals with live project status and deliverables.

  • Legal and compliance practices

    The problem
    Documents move through email without version control.
    What we build
    Secure document workflows with approvals and audit trails.

  • Agencies

    The problem
    Briefs, approvals and invoices are scattered.
    What we build
    Project and approval portals connected to billing.

  • Training providers

    The problem
    Enrolments and certificates are handled manually.
    What we build
    Enrolment, scheduling and certificate generation systems.

Where To Start

What we'd build first.

Start by moving the busiest pipeline — candidates or client requests — out of inboxes into a portal with clear stages. Document exchange and client self-service follow.

Typical Workflows

The work the system has to support.

  1. STEP 1Job posting and applications
  2. STEP 2Candidate stage tracking
  3. STEP 3Client onboarding
  4. STEP 4Document requests and approvals
  5. STEP 5Status reporting

Security & Compliance

Considerations we design for.

We build software that supports your compliance obligations. We are not a certification body; formal compliance remains with your organisation and its advisers.

  • Candidate and client data protection
  • Access control on confidential documents
  • Retention and deletion policies
  • Audit trails on document access

Case Studies

Professional Services work.

All work

Professional Services · Web

HireStream

Recruitment portal for employers and candidates

Challenge
Hiring ran on scattered email threads and spreadsheets, so applications were lost and pipelines mismanaged.
Solution
A recruitment portal with a Spring Boot REST API, JWT-secured roles for recruiters and candidates, and status tracking.
Outcome
Job posting, applications and candidate tracking moved out of email threads into one secure portal.
Technology
  • Java
  • Spring Boot
  • MySQL
  • Spring Security
  • JWT
  • React
Read the case study

Recommended Services

Where we'd usually start.

FAQs

Professional Services software questions.

Do you build recruitment and job portal software?

Yes — job posting, candidate profiles, applications, stage tracking and recruiter dashboards.

Can clients log in to see their project status?

Yes. Client portals show status, documents, requests and invoices for each engagement.

How are confidential documents protected?

With role-based access, encrypted storage, access logs and retention rules.

Can the portal integrate with our accounting software?

Yes, through the accounting system's API or scheduled exports.

Can we generate certificates or reports automatically?

Yes, from templates filled with system data.

Let's talk about
your operation.

Tell us how your operation works today. We'll come back with questions and a view on what to build first.

Start a ProjectView Our Work