THE CHALLENGE
PPR & Associates needed their digital presence to reflect the professionalism and trust their clients expect from a professional services firm. Their website was outdated and generic, client intake was entirely paper-based, and internal processes relied on manual admin that slowed the team down daily. Every touchpoint from first contact to onboarding needed to be tightened up.
WHAT WE DID
Professional website rebuilt to establish credibility and convert prospective clients — service pages, team profiles, and a clear engagement process. Digital client intake forms replaced paper-based onboarding and feed directly into their CRM. Internal workflow tools implemented to reduce the manual handling that was eating into billable time. Ongoing monthly management covers maintenance, updates, and any process improvements as the firm grows.
RESULTS
- Digital client intake replaces paper forms — onboarding is faster and cleaner
- Website builds trust and converts prospects before the first meeting
- Manual admin reduced — team spends more time on client work
- Systems maintained and improved on an ongoing retainer
SERVICES
Website Development · Digital Intake Forms · CRM Integration · Workflow Automation · Ongoing Management
RELATED
Similar work: Shayona Care Services needed the same integration between enquiry forms and their CRM. Talk to us about your intake workflow.
