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Management software for patent box consultancies

Every task you do by hand — jotting down, reminding, hunting for a detail — is time you're not giving your customers. Management software for patent box consultancies centralises it, with clients (CRM) as the foundation and the modules you actually need.

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In brief: software for patent box consultancies

It connects with your website and your Google profile, so running your patent box consultancy starts where the customer finds you.
The accountant is not replaced but fed: clean records instead of chasing at quarter end.
You start with one module and switch on the rest when the need turns up, not the other way round.
You run your patent box consultancy yourself from your phone, with a simple panel and close support.

Running patent box consultancies means a hundred small tasks a day — bookings, reminders, chasing details, answering the same questions — and each one is time, and sometimes a lost customer. Management software takes them off your plate, starting with clients (CRM), so the record, history and follow-up for every client and quote, so none slips away.

It isn't a big system you'll half-use — it's exactly the pieces your patent box consultancy needs: AI assistant, online booking & calendar, each talking to the others on shared data. Start small, switch on more when it makes sense, and never pay for what you don't use.

And it connects to your website: whatever a customer does there — book, message, order — flows straight into your panel. We tailor it to your sector, set it live and stay with you, so you run your business instead of wrestling software.

A practice's revenue hides in the hours nobody writes down: the call between meetings, the quick answer, the journey there. Once they are captured, the invoice tells a different story.

Here a deadline is not a diary line, it is exposure. A follow-up with an owner and a status per matter is the difference between working calmly and finishing on a Sunday night.

Invoicing is where the month leaks: work done, work billed and work paid are three different lists. Held as one, the gap is visible while there is still time to chase it.

Not everyone needs to see everything. Permissions per matter — who reads, who edits, who signs — are what let you bring in help for a busy month without opening the whole practice to them.

The modules patent box consultancies need

Start with the one that hurts most and switch on the rest when you're ready — they all share the same data.

Starts here

Clients (CRM)

The record, history and follow-up for every client and quote, so none slips away.

AI assistant

It answers your clients' repeat questions by chat and WhatsApp, at any hour.

Online booking & calendar

Your clients book from their phone at any hour, with reminders that stop no-shows.

How we do it for patent box consultancies, step by step

1

We look at your day-to-day

We count the enquiries arriving each week by phone, WhatsApp and website — and how many go cold.
2

We choose the modules

We leave out anything you would not use this quarter; it stays there for when you want it.
3

We set it up for your sector

We set up the automatic reminders, because the most expensive appointment is the one nobody turns up to.
4

We connect it to your website

We make sure every form on the site drops into the panel with a note, not into an inbox.
5

We hand it over working

We go live in a quiet week, not in the middle of your season, and watch it daily at first.

It starts where your customer finds you

The customer who finds your patent box consultancy online expects to act right there — book, order or get in touch. We connect the management software with your website and Google profile so they can, and it all lands in your panel. Friction is where you lose people; we remove it.

Frequently asked questions about software for patent box consultancies

What does my customer actually see? +

Your website and a booking that takes three steps. Of the software behind it they see nothing — which is exactly the point.

How long does it take to go live? +

One to two weeks in most cases. We migrate the data, configure the modules and stay close through the first week of real use — you do not stop working while it changes.

Do I have to take every module for my business? +

No. You start with the one that hurts most — usually clients (CRM) — and click on the rest when you need them. Each module works on its own and they all share the same data.

Will this mean recording everything by the minute? +

No. A start and a stop on the matter is enough, and it can be filled in at the end of the day. What matters is that nothing is left uncounted.

Can we move our existing client files across? +

Yes, from a spreadsheet export in most cases. We do it before go-live and check a sample with you rather than trusting the import.

Can we invoice from the same tool? +

From the matter and the hours already recorded. That is what removes the billing day at the end of the month.

Is there a history of who changed what? +

Yes, on every record: who edited it, when, and what it said before. In a practice where several people touch the same matter, that trail settles more disagreements than any rule about who may do what.

Do you work with patent box consultancies across the country? +

Yes. We set up and support the software remotely, with patent box consultancies across Spain, the US and Latin America. Where you are doesn't change what we can do for you.

Can I start with just one module and add more later? +

Yes — that's the idea. You begin with what hurts most and switch on AI assistant, online booking & calendar whenever you're ready. No migration, no starting over: it's the same platform.

What happens to the messages we already have? +

We bring across what is worth keeping — contacts and history — so nothing starts from an empty screen.

Much more than a website

Not just your website. Your CRM so no enquiry slips away.

Every enquiry that comes through the website lands in your panel with follow-up, and you turn it into a client.

Customer CRM

Every contact that comes through your website lands in your panel, with follow-up and notes. Nothing gets lost.

Bookings & appointments

Online diary with automatic reminders. Your customers book themselves, you see your calendar fill up.

Email marketing

Your own campaigns and lists to build loyalty and sell again, with no paid external tools.

Clear analytics

How many visit you and where they come from, with no jargon or annoying cookies. Decisions backed by data.

All under your brand, in one place.

I want my panel

What patent box consultancies look for

If any of these is what you're after, this software is for you.

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What your management software includes

The matter sets the pace

Not the diary but the matter: quote, engagement, deadlines and invoices in one place, traceable client by client.

Deadlines that don't slip

Recurring tasks and reminders attached to the matter, not to a sticky note on the screen.

Fees you can see

Time spent, rates and unpaid invoices per matter, so nobody recalculates at month end.

Shall we put the day-to-day in one place?

We'll show you the modules that fit how you already work. Demo and quote, no commitment.

Management software for other sectors

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