Solutions · by industry
Client request management for professional services firms
Client requests come to individual partners, and juniors have no visibility into what has already been promised.
What goes wrong today
The problems you already recognise.
✕Requests arrive in partners’ personal inboxes
✕Juniors duplicate work or contradict a partner
✕No shared view of a client relationship
✕Deadlines and undertakings are tracked in heads
✕Nothing is measurable at firm level
How EconomicalHelpDesk.com answers it
Configured for how you actually work.
A shared client history
Every request, response and document available to the team working the account — and to nobody else.
Internal notes that stay internal
Junior and partner discuss the matter inside the ticket without the client ever seeing it.
Deadlines with escalation
Undertakings and statutory deadlines carried as due dates that escalate before they are missed.
Consistency across the firm
Standard responses for standard requests, so the answer does not depend on who opened the email.
What you get
The features that matter for Professional services.
Client and matter records
Internal notes
Due dates and escalation
Restricted visibility
Reply library
Firm-level reporting
WHAT USUALLY HAPPENS
The firms that benefit most are those where a partner has ever said “I did not know we had already told them that”.
Other solutions
Same software, configured differently.
See it on your own data.
A 30-minute walkthrough configured for Professional services.
Request a demo