Professional Services
Client engagement, project delivery, compliance workflows, and knowledge management, governed, AI-assisted, and audit-ready.
What professional services firms face today
Scattered engagement data
Client records, proposals, project files, and deliverables spread across CRM, file shares, and email: no unified engagement view.
AI adoption with client confidence
AI can accelerate research, draft deliverables, and analyse data, but client confidentiality, quality standards, and IP protection are non-negotiable.
Manual compliance burden
Teams spend hours on conflict checks, independence assessments, engagement letters, and regulatory reporting: time taken from billable work.
Quality & risk management
Professional standards, regulatory obligations, quality reviews, and professional indemnity: compliance evidence must be complete and traceable.
Across client and project lifecycle
Client Onboarding
Engagement proposals, conflict checks, independence assessments, approval workflows, and engagement letters.
Project Delivery
Work planning, task assignment, milestone tracking, deliverable reviews, and project closure.
Proposal Management
RFP response, pricing, team selection, approval workflows, and win/loss tracking.
Quality & Risk Reviews
Engagement quality reviews, file reviews, risk assessments, and partner sign-offs.
Staff Development
Performance reviews, training tracking, certification management, and CPD compliance.
Knowledge Management
Methodology libraries, template management, lessons learned, and best practice sharing.
Client engagement, from proposal to project close
Clients, partners, delivery teams, and quality reviewers, coordinated in one flow.
Who's involved, and how BPA connects them
Client
Brief · Requirements
Partner
Approve · Oversight
Delivery Team
Execute · Deliver
Quality
Review · Close
Practice Management
Time · billing · resource planning
CRM
Client relationships · pipeline
Professional Bodies
Standards · CPD · registrations
Quality review, from file selection to sign-off
Reviewers, engagement partners, quality managers, and risk, coordinated in one governed flow.
Built for the way professional services actually work
Configuration, not code
Engagement forms, quality workflows, and compliance rules are declarative configuration. Your team can read, change, and own them.
AI where it helps
Conflict screening, file reviews, research assistance: AI assists at the steps that slow delivery. Partners decide.
Audit-ready from day one
Every action, human and AI, is logged in a unified audit trail. Delivered by Norbrik, ISO 27001 certified. Client data isolation.
Configured to your practice, not a one-size-fits-all template
BPA adapts to your specific operations through declarative configuration: entities, forms, flows, and apps tailored to how your team works.
Entities
Clients, engagements, proposals, deliverables, reviews, certifications, modelled to your firm.
Forms
Engagement letters, conflict forms, quality checklists, review templates, configured to your needs.
Flows
Client onboarding, project delivery, quality reviews, compliance gates, configured for your firm.
Lookup Data
Service lines, engagement types, quality standards, risk categories: reference data configured.
Apps
Engagement dashboard, proposal tracker, quality register, resource overview: screens for every role.
Security
Client data isolation, engagement wall controls, role-based access: professional governance built in.