Industry · Professional services
Enquiries, clients and casework, organised and confidential.
Consultants, advisors and professional firms handle sensitive work across too many tools. BonusGroup keeps enquiries, clients and casework in one place, confidential where it counts, EU-hosted, and set up around how your firm works.
Sound familiar?
The day-to-day, before it's joined up.
A new enquiry, an existing client's request and a piece of confidential casework all arrive by email and scatter across inboxes. Sensitive matters need careful handling, but the tools make careful handling harder, not easier.
One place to receive, assign and track, with the confidential parts properly walled off, keeps the firm organised and the sensitive work safe.
Set up for you
Shaped around how you actually work.
One client view
Enquiries, clients and history together, so anyone picking up a matter has the full picture.
Casework tracked
Turn requests into tracked work with owners and status, nothing forgotten.
Confidential where it counts
Confidential mailboxes and access controls for sensitive matters, with AI kept off them.
Client portal
A secure area where clients raise requests and see updates.
EU-hosted & GDPR-first
Sensitive client data on European infrastructure.
Set up for you
We configure it around your firm. You don't run an IT project.
Good to know
Common questions
Can sensitive matters be kept confidential?
Is it suitable for a small firm?
Can clients raise requests themselves?
Where's the data held?
Let's talk
See it set up for your business.
Book a short call and we'll map our software to how you run things, no obligation, no jargon.
Book a callPick a time that suits you. Scheduling runs on BonusFlow, our own platform.