OpenSME helps law firms, accountancies, consultancies, and professional service businesses digitise client-facing processes, matter tracking, and compliance management, presenting a more credible and responsive face to clients while freeing fee-earners from administrative overhead.
Professional service firms invest heavily in the quality of their advice and the calibre of their people, but often the operational processes surrounding client delivery are still manual, fragmented, and disproportionately burdensome. Client intake on paper or email. Matter status tracked in someone's inbox. Time capture on spreadsheets completed at month end from memory.
Clients increasingly expect the digital responsiveness from their professional advisers that they experience from every other service provider. The firms that close this gap build stronger relationships, reduce write-offs, and win more referrals.
These components from the OpenSME catalog are most relevant to your industry. They work standalone or combined — configured to your specific workflows, not adapted from generic software.
A branded digital portal where clients submit instructions, access matter updates, share documents, and communicate with your team, reducing inbound calls and email chasing while improving the perceived client experience.
Create structured digital intake forms for new client onboarding, matter scoping, conflict checks, and client satisfaction surveys, replacing email threads and paper forms with structured, searchable data.
Track KYC refresh schedules, AML review dates, CPD completion requirements, regulatory submission deadlines, and internal quality assurance obligations with automated alerts before each deadline.
Track matter pipeline, billing realisation rates, client satisfaction scores, and team utilisation in a single configurable view, giving practice managers operational visibility beyond Finance reports alone.
Generate matter status reports for clients, practice performance summaries for leadership, and compliance evidence packs for regulators, automatically and on schedule.
Manage resource allocation across client engagements, matching fee-earner availability, expertise, and capacity to active matters, reducing conflicts and improving utilisation visibility.
Using our component delivery methodology, a standard deployment for your industry follows this four-week arc — small, focused, and live before the momentum fades.
Typical operational scenarios for your industry — and how OpenSME components address each one in a real deployment.
A mid-size law firm's new client onboarding process takes an average of 9 days from first contact to engagement letter, involving 4 email exchanges, a paper conflict check form, a PDF ID request, and a manually typed engagement letter.
Field Forms Builder creates a digital new client intake form collecting all required information including ID document uploads and conflict check disclosures in one submission. Compliance Monitor tracks KYC and conflict check completion. The partner approves digitally.
Onboarding time drops from 9 days to 2.5 days. Partner onboarding administration time drops from 45 minutes to 10 minutes per client. New clients cite the digital onboarding experience as a positive differentiator in post-matter feedback.
Partners and senior associates at a consulting firm receive an average of 12 client status enquiry emails per week per active engagement. Responding takes 2 to 3 hours of fee-earner time that is not billable.
Client Portal provides clients with a live view of their matter status, upcoming milestones, and shared documents. Automated Report Builder sends a weekly matter update to each client without fee-earner intervention. Notification Hub alerts clients when a deliverable is ready or a milestone is reached.
Client status enquiry emails drop by 78% in the first month. Fee-earner time recovered from email administration is approximately 2 hours per week per partner, returned to billable work or business development.
An accounting firm must track KYC refresh requirements, annual conflict re-checks, and partner CPD obligations across its 18-person team. These are managed in a shared Excel file last fully updated 6 months ago. A regulatory inspection finds three overdue KYC records.
Compliance Monitor holds every client's KYC review date, conflict check schedule, and the responsible partner. It flags upcoming reviews 60, 30, and 7 days before each deadline. The compliance partner sees a live dashboard of all upcoming obligations.
All three overdue KYC records are remediated within 48 hours of deployment. The next regulatory inspection finds no compliance gaps. The compliance partner's time spent on tracking drops from 4 hours per week to 30 minutes of dashboard review.
We will walk you through the components most relevant to your specific workflows — no commitment, no generic demo script.