✦ For legal, financial & consulting firms

Look as credible as the work you actually do

High-value advisory is sold on trust. We build authoritative websites, secure client intake portals, automated proposal generation, and OpsSuite CRM pipelines.

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Advisory Operations & Intake Console Enterprise Grade

Encrypted Client Intake PortalSecure document vault • Automated NDA signing

AES-256 Bit

Automated Proposal Generator1-click scope & retainer agreement dispatch

Instant PDF

4 Hoursintake speed

100%data privacy

0missed deals

4 hrs Client intake turnaround

100% Encrypted document portal

+34% High-margin mandates

Authoritative professional services websites engineered for corporate decision-makers.

What does OpsFrames do for professional service firms?

We build high-authority websites, encrypted client onboarding portals, proposal automation, and OpsSuite CRM pipelines for law firms, consultancies, and financial advisors. We replace slow manual paperwork with secure digital intake that positions your firm as the premier choice in your market.

What actually slows this industry down

Four common operational bottlenecks we solve, and the exact system that replaces each one.

01 Bottleneck

Client intake takes days of back-and-forth email attachments

Collecting KYC documents, engagement letters, and retainer agreements manually slows deal velocity.

The OpsFrames Fix

Secure self-serve client intake portals with encrypted document upload vaults and 1-click e-signature execution.

02 Bottleneck

Senior partners spend hours on administrative paperwork

High-billing advisors waste valuable hours copying contract terms and generating manual invoices.

The OpsFrames Fix

Automated proposal and engagement letter generators connected directly to Stripe billing and OpsSuite CRM.

03 Bottleneck

Firm website looks generic and fails to convey high authority

Corporate decision-makers looking to hire a top-tier advisory firm expect modern, polished digital credibility.

The OpsFrames Fix

Bespoke corporate architecture with partner credential dossiers, published thought-leadership, and Core Web Vitals 100/100.

04 Bottleneck

Inbound referrals fall through the cracks without a CRM

Referrals from partner networks get lost in personal email inboxes without clear ownership or tracking.

The OpsFrames Fix

Centralized OpsSuite CRM pipelines with automated round-robin partner assignment and referral tracking.

What you get, and what you get to skip

The point of the free software and the turnkey fixed-price build combined.

Secure, encrypted digital client intakeClients sign agreements and upload confidential documents in minutes on mobile or desktop.

INSTEAD OF

Printing, signing, scanning, and emailing PDFsCreating unnecessary friction that delays client engagement by over a week.

High-authority digital positioning that justifies premium ratesA sleek, modern corporate website that clearly communicates your firm's track record and expertise.

INSTEAD OF

A dated website that makes your firm look behind the timesLosing high-value corporate mandates to competitors who look more sophisticated online.

Centralized partner and referral tracking in OpsSuiteKnow exactly which referral sources and marketing channels generate high-margin billings.

INSTEAD OF

Referrals managed informally through memory and text messagesForgetting to follow up with key referral partners and losing relationship momentum.

Automated recurring retainer billing via StripeClients pay monthly advisory retainers automatically with instant receipt generation.

INSTEAD OF

Staff chasing overdue invoices at the end of every monthDealing with cash flow friction and awkward payment collection phone calls.

Real result for a real client

Audited cohort data from a completed OpsFrames build.

4 Hours

client intake turnaround achieved by Meridian Legal, down from 9 days of manual paperwork.

Meridian Legal Commercial Law FirmClient Portal & CRMVerified Client

Prospective clients inquiring about corporate restructuring had to fill out manual Word documents and scan them back. Onboarding took over 9 days, frustrating busy corporate executives.

OpsFrames deployed a custom client portal with encrypted document uploads, automated NDA signing, and OpsSuite CRM integration. Intake turnaround dropped to 4 hours and billings increased by 34%.

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Common questions

Short answers. If yours is not here, ask us on a free strategy call.

Is client document storage secure and compliant with legal ethics rules?

Yes. All documents are stored in private, encrypted cloud storage (AES-256 bit) with strict access control logs and zero third-party data mining.

Can we create custom intake forms for different practice areas?

Yes. You can configure custom intake workflows for corporate law, tax advisory, M&A consulting, or wealth management.

Does it support digital e-signatures for engagement letters?

Yes. Legally binding digital e-signatures are built directly into the client onboarding portal with automated PDF archiving.

Can we integrate with our existing legal billing software?

Yes. We connect seamlessly with Clio, QuickBooks, Xero, and custom practice management tools via secure APIs.

How long does implementation take?

A complete professional services website, client portal, and CRM configuration is typically deployed within 3 to 4 weeks.

How do we get started?

Book a confidential strategy consultation to audit your firm's current intake workflow and receive a fixed scope in 3 days.

Command higher advisory fees. Authoritative websites & secure client intake.

No credit card. No obligation to build anything else, ever.

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