VITAE OS FOR PROFESSIONAL SERVICES

One view of your clients. More room for your expertise.

Connect business development and day-to-day operations for firms built around specialist knowledge.

See it for your business

BUILT AROUND YOUR RELATIONSHIPSManagement consultancies, accounting firms and law firms

KEEP THE CONTEXT WITH THE WORK

The handover
shouldn't be the hard part.

Your team needs the full client story without chasing it across inboxes, spreadsheets and calendars.

Qualify the opportunity

Start with the person and company behind the request.

Bring the right people into the conversation

Give the right people the history they need to act.

Keep agreements and follow-ups connected

Keep the next action connected to the same relationship.

Example journey. Available actions depend on configuration, connected tools and permissions.

START WHERE THE FRICTION IS

A useful first workflow.
A foundation to grow from.

We will look at the tools you use, the information your team repeats and the handovers that slow you down. Then we will map a practical first step.

Vitae complements specialist accounting and legal matter systems. It does not replace regulated or industry-specific workflows by default.

Explore the interactive examples

A PRACTICAL PLACE TO START

Built around
the way you win work.

A consulting engagement depends on understanding the client, the problem and the people involved. Vitae connects the commercial relationship and company operations around that work, while specialist professional tools remain in use where needed.

Your first workflow

Choose one type of engagement. Keep discovery notes, stakeholders, agreed scope and the next meeting with the client record. Give the engagement owner the context needed to begin work.

Check the difference

Track follow-ups completed on time, completeness of engagement handovers and time spent finding client history. Keep these measures separate from billable utilisation unless the source data supports it.

Plan the move

Choose a small team, validate sample records and agree the responsibilities before rollout.

Read the setup guide ↗

TOOLS FOR THIS WORKFLOW

CRM ↗Sales ↗Calendar ↗Contracts ↗

LET'S CONNECT YOUR BUSINESS

You do the work.
Let your systems work together.

See what Vitae could do for you

A walkthrough built around your business and the tools you use today.