Power Apps · Professional Services
Power Apps for Professional Services
Replace paper forms and spreadsheets with custom mobile and desktop apps built on Microsoft Power Apps — no coding required from your team.
Why professional services businesses choose this
Power Apps built for professional services
Professional services firms bill by the hour, yet their highest-value people spend significant time on non-billable admin: chasing client documents, coordinating onboarding steps, and assembling matter status updates. When client onboarding takes weeks instead of days and project status is invisible until someone asks, both utilisation and client experience suffer. Automating intake, notifications, and reporting on Microsoft 365 frees fee earners to focus on billable work.
Reduce client onboarding time from weeks to 3-5 business days
Recover 6-10 billable hours per fee earner per week from admin tasks
Get live matter pipeline and WIP visibility without manual status chasing
How it works
What we actually build and deliver
We start with your current paper form, spreadsheet, or manual process and design a mobile and desktop app that replaces it. Data is stored in Dataverse or SharePoint — whichever fits your environment. The app includes role-based access, validation rules, and offline support for field workers. We build, test, and deploy the app to your team with written guides and a walkthrough session.
The problem
What is slowing professional services businesses down
Onboarding new clients takes too long
Document collection, conflict checks, engagement letters, and billing setup involve multiple people and multiple systems. It takes weeks when it should take days.
Billable time lost to admin and coordination
Partners and senior staff spend hours on non-billable admin: chasing documents, updating statuses, scheduling reviews.
Matter and project status is invisible until someone asks
There is no real-time view of which matters are active, what stage they are at, or who is responsible for the next step.
What we build
Power Apps use cases for professional services
Client intake and matter management app
Time and task tracking app for staff
Document review status and sign-off app
FAQ
Common questions
Can the app work offline in the field?
Yes. Power Apps supports offline mode with automatic data sync when connectivity returns. We configure this for field-based workflows.
Can different users see different data?
Yes. We implement role-based access so managers, field staff, and admins each see the right records and actions for their role.
Do staff need to install anything?
Staff install the free Power Apps mobile app on their phone or tablet. Desktop users access the app through a browser — no installation needed.
Can this integrate with our practice management software?
Power Automate connects to most PMS platforms including Leap, MYOB Practice, and Clio via API or email triggers.
How is client confidentiality maintained?
All automation runs inside your Microsoft 365 tenant. No client data passes through external servers.
Can this work for a firm of 5–15 people?
Yes. Most of our clients are small to mid-size professional services firms. We scope only what is practical and cost-effective at your scale.
Explore more
Related solutions
Other services for professional services
Power Apps in other industries
Automation guides for professional services
Ready to automate your professional services business?
We will scope the work, provide a fixed price, and you decide. No obligation.