Which best describes you?

Neither, or not sure?

02 · Bespoke software

Bespoke software · for firms without engineers

Software built around your business. Not the other way round.

You've looked at the big platforms: too much setup, too many compromises, limited support from people who don't understand your business. Our bespoke solutions start by understanding how the firm actually works, your vision, your pain points, and then design and build around you.

How it works

layer · livebuilt · hosted · runfig. 01around the firm

A platform or an operational layer around your firm. Built, hosted, and run for you.

Bespoke Software as a service means: software built for you, hosted and supported by us. Integrated with your own existing tools. Nothing for you to install nor maintain. The firm's data stays the firm's; it can be exported at any time.

What it includes

Discovery first
Design workshops
Built, hosted, run
AI-backed services
Reads your existing tools
Nothing to migrate
Your data stays yours
A partner accountable for delivery
Encrypted data
Multi-factor authentication

What it's for

Time back
Allow your team to focus their time on their expertise instead of routine.
Less risk reaching clients
Catch issues before they reach your clients.
Fewer operational errors
Consistent, versioned, auditable output.
Capacity and margin
Take on the work currently turned away. Where fees are fixed, time saved becomes margin.

How it works

01
Discovery
Understand how your firm actually works from the people who do the work. What costs time, what carries risk, what's painful.
02
Design workshops
We deliver proposals on the back of our discovery sessions. We then work through collaboratively on the shape of it, agreed on paper before anything is built. Value figures validated against real matters.
03
Build
Iterative build, focusing on what will bring you value soonest. We work closely through the build so you can give feedback. We use secure cloud infrastructure built for resilience and security.
04
Hosted and run
No complex configurations. Nothing to install. Monitored & supported by us, with a direct relationship manager for you to speak to with any issues.

What it might look like

A small set of examples of what the service might look like. After the discovery phase, we will propose solutions based on your company's specific needs.

01
A client and work management platform, shaped to your process.
Intake, matters or projects, tasks and handoffs, arranged the way your firm actually runs them rather than the way a generic platform assumes.
02
A document reader that flags what needs attention.
Reads the files you already hold and returns a prioritised list against your own criteria. It flags; you decide.
03
A guided intake that replaces the long questionnaire.
Clients confirm what applies, the system asks for the right documents, checks each one, and chases what is missing.
04
First drafts of the recurring paperwork, in your format.
The report, letter or pack you produce every month: pulled from your systems, written to your structure, ready to edit and approve.
05
One view of the work, across the tools you keep.
Email, calendar, accounts and documents stay where they are; the platform reads them and shows the firm one picture.
06
A workflow automation platform.
Free your staff from repetitive tasks and manual follow-ups, allowing them to focus on higher-value work.
01
A client and work management platform, shaped to your process.
Intake, matters or projects, tasks and handoffs, arranged the way your firm actually runs them rather than the way a generic platform assumes.
02
A document reader that flags what needs attention.
Reads the files you already hold and returns a prioritised list against your own criteria. It flags; you decide.
03
A guided intake that replaces the long questionnaire.
Clients confirm what applies, the system asks for the right documents, checks each one, and chases what is missing.
04
First drafts of the recurring paperwork, in your format.
The report, letter or pack you produce every month: pulled from your systems, written to your structure, ready to edit and approve.
05
One view of the work, across the tools you keep.
Email, calendar, accounts and documents stay where they are; the platform reads them and shows the firm one picture.
06
A workflow automation platform.
Free your staff from repetitive tasks and manual follow-ups, allowing them to focus on higher-value work.

How it is kept safe: encrypted, multi-factor login for each user, a full audit trail of every action, and client data never used to train AI.

Designed, built and run by AHB Advisory. Our standards for sensitive data and controls come from a decade inside regulated financial services at Goldman Sachs.

Which best describes you?

Build fast. Scale aggressively. Grow confidently.

From MVPs to a product you can scale and sell.

Software built around your business. Not the other way round.

A platform or an operational layer around your firm. Built, hosted, and run for you.

What it's for

Time back

Less risk reaching clients

Fewer operational errors

Capacity and margin

How it works

Discovery

Design workshops

Build

Hosted and run

What it might look like

A client and work management platform, shaped to your process.

A document reader that flags what needs attention.

A guided intake that replaces the long questionnaire.

First drafts of the recurring paperwork, in your format.

One view of the work, across the tools you keep.

A workflow automation platform.

A client and work management platform, shaped to your process.

A document reader that flags what needs attention.

A guided intake that replaces the long questionnaire.

First drafts of the recurring paperwork, in your format.

One view of the work, across the tools you keep.

A workflow automation platform.