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AI-Powered CRM for Professional Services

Capture every client inquiry, organize case files and communication, track billable hours, and protect confidential data — all in one platform designed for professional practices.

We Understand Your Sector

Professional services run on confidentiality, precision, and trust. A law firm receives an urgent inquiry from a potential client via WhatsApp at 9pm; if the response is slow or unprofessional, the client goes elsewhere. An accounting office juggles tax deadlines, client documents, and constant communication during filing season. A consulting practice tracks multiple engagements, each with different scopes, contacts, and billing arrangements. TeknoVesta is built for this work. The platform captures every client inquiry across channels, organizes communication by case or engagement, tracks billable time, manages document access with proper confidentiality controls, and keeps client data compliant under KVKK/GDPR.

What TeknoVesta Does for You

Client Intake & Qualification

New inquiries (potential clients) routed through a structured intake flow. AI extracts case type, urgency, and conflict-check requirements. Hot leads get same-day partner response.

Matter & Engagement Management

Each case, file, or engagement has its own workspace with linked communications, documents, deadlines, and team members. No more searching through email threads for the right context.

Confidential Document Vault

Client documents stored with role-based access. Only assigned team members see specific files. Full audit trail of who accessed what. Compliant with professional confidentiality requirements.

Time & Billable Hour Tracking

Track billable time per case or client. AI categorizes communication time (calls, emails, meetings) automatically. Generate invoices with detailed time entries in client's preferred format.

Deadline & Milestone Reminders

Court filing dates, tax deadlines, contract renewals, statute of limitations — never missed. Automated reminders to responsible team members and client status updates.

KVKK & Confidentiality Compliance

Required for professional services handling sensitive client data. Audit logs, encrypted storage, role-based access, data retention policies, and right-to-be-forgotten workflow all built in.

Typical Workflow

  1. 1

    Inquiry arrives

    A potential client reaches out via WhatsApp, web form, email, or phone. AI captures the inquiry, performs initial qualification (case type, jurisdiction, urgency), and creates a prospect record.

  2. 2

    Conflict check and assignment

    For law firms: automated conflict check against existing client list. For all: matter assigned to the right team member based on practice area, language, and availability.

  3. 3

    Initial consultation and engagement

    Consultation scheduled, engagement letter prepared, retainer collected. Onboarding sequence guides client through document collection and expectations.

  4. 4

    Active matter management

    Throughout the engagement: communication threads organized by matter, documents shared securely, billable time tracked, deadlines monitored, and client updated regularly.

  5. 5

    Closure and long-term relationship

    Matter closed cleanly with final invoice and document archive. Client kept engaged for future needs through periodic check-ins and relevant updates.

Why This Sector Benefits

More converted intake

Fast, professional response to new inquiries (within minutes, not days) wins clients who would otherwise call your competitor. Intake-to-engagement conversion improves 40-60%.

Better matter organization

No more searching through emails for client context. Every matter has all communication, documents, and deadlines in one place. Senior staff can step in on any case immediately.

More billable hours captured

Automatic time tracking on communication ensures all billable activity is captured. Most firms find 10-20% of billable time was previously going uninvoiced.

Compliance and risk protection

Proper confidentiality controls, audit logs, and data retention policies protect against malpractice exposure and regulatory fines. Required under KVKK/GDPR for legal and financial professionals.

Sector-Specific FAQ

Can TeknoVesta integrate with practice management software?

Yes. We integrate with common practice management platforms (Clio, MyCase, PracticePanther, Logo for accounting, custom systems) so matters, contacts, and billable hours flow into TeknoVesta automatically.

How are confidentiality and conflict-of-interest checks handled?

Conflict checks run against your existing client database before any new engagement. Documents and communications are encrypted at rest and in transit. Access is role-based with full audit logs.

Is this suitable for small firms with just a few partners?

Yes. TeknoVesta scales from solo practitioners and small firms up to multi-office practices. Pricing and features adjust to your size. Small firms benefit the most: enterprise-grade tools at a fraction of the typical cost.

Let's Talk About Your Business

Get in touch and discover how TeknoVesta fits your operations