AvariHQ for Professional Service Firms

Give every client engagement a defined operating path.

Connect intake, engagement, client onboarding, delivery, documentation, billing and support so every engagement follows a consistent process.

Start Free Trial (opens in a new tab)See the client journey

30 days free. No credit card required.

Illustration: Two professionals reviewing documents together at a long table.

Does this look familiar?

Illustration: three colleagues working across binders, documents and phone requests in a busy office.
  • Each engagement is run slightly differently depending on who leads it.
  • Client information and documents are requested more than once.
  • Deadlines and responsibilities sit in individual task lists rather than the engagement.
  • Clients ask for updates because they cannot see where things stand.
  • Renewals and additional work depend on informal follow-up.

What this could look like in AvariHQ

  • A defined path for every engagement

    Run intake, agreement and onboarding the same way every time.

  • Delivery with clear ownership

    Keep tasks, deadlines and documents attached to the engagement.

  • A professional client experience

    Give clients one place for documents, updates and requests.

Illustrated diagram: a central engagement record linked to intake, scheduling, service workflow, documents, billing and support.

The client journey

From first inquiry to a completed engagement, and the relationship that follows.

Each stage shows the AvariHQ tools that support it. Explore Platform

  1. Acquire

    Start every engagement with a structured intake.

    How AvariHQ supports this stage

    Illustration: A firm partner in a first conversation with a prospective client.

  2. Convert

    Qualify the work and agree the engagement in writing.

    How AvariHQ supports this stage

    Illustration: A client and a firm partner confirming an engagement.

  3. Onboard

    Collect client information, documents and requirements, then open the portal.

    How AvariHQ supports this stage

    Illustration: A firm team member collecting a new client's documents.

  4. Deliver

    Run the engagement workflow with tasks, deadlines and updates.

    How AvariHQ supports this stage

    Illustration: A small professional team working through an engagement together.

  5. Bill

    Bill by project, milestone or recurring arrangement.

    How AvariHQ supports this stage

    Illustration: An office manager filing billing paperwork.

  6. Support

    Take requests and documentation through to resolution.

    How AvariHQ supports this stage

    Illustration: A professional answering a client request by phone.

  7. Grow

    Raise renewals and additional work at the right time.

    How AvariHQ supports this stage

    Illustration: Two partners walking with a long-term client after a review meeting.

Relevant System

Design the onboarding process first.

The Client Onboarding System System Guide shown at a three-quarter angle.

03 / SYSTEMONBOARD

The Client Onboarding System

Orient first. Collect once. Hand off with evidence.

$149 USD, one-time purchase

Explore the System

Want help setting it up?

Explore Services

  • Launch

    Launch Complete

    Have AvariHQ build your core setup for you.

  • Build

    Workflow Build

    Turn one business process into a structured AvariHQ workflow.

  • Build

    Client Portal Build

    Create a more intentional client-facing workspace.

  • Build

    Migration

    Move defined business data into AvariHQ with a structured migration plan.

Give every engagement the same professional operating path.

Start Free Trial (opens in a new tab)View Pricing

30 days free. No credit card required.