Client context that travels with the work
Bring client requests through the customer portal into the same workspace as the people, apps, and agents delivering them.
Professional Services
Turn a client brief into shared requirements, coordinated delivery, and decisions that stay attached to the work.
Keep the brief connected to delivery.
Requirements that stay visible
Keep missing evidence, approval conditions, and critical blockers attached to the task. A confident answer does not make an unresolved requirement disappear.
Human judgment in the loop
Route exceptions through human escalation to someone qualified, carrying the context they need and returning their decision to the workflow.
The workflows that
keep your business moving.
Research collection
Configure collection forms around the project and capture supporting evidence with each submission.
Field validation
Bring photo and location context into review when the project calls for it.
Project coordination
Make ownership, missing inputs, and outstanding decisions visible across the delivery team.
Reporting handoff
Consolidate reviewed information into structured reports and exports for the next team.
Praxis, shaped around your practice.
Your people, AI agents, and business apps. Working as one, with the requirements, records, and decisions that make the work yours.
One workspace for the whole operation.
Praxis connects your people, AI teammates, and business apps.
Customers and partners join the same work through one portal.
Every request stays connected to the team responsible.
Requirements before permission.
Requirements checking turns the requirements that matter into constraints, scenarios, and evidence. A critical blocker stays a blocker. When the scope or the facts change, the conditions for action need to be checked again.
Start from what already works.
Operational library carries reusable workflows, roles, permissions, integrations, and tests into the next build. Your team adapts that structure to its own operation in the app builder, instead of starting from a blank prompt.
When autonomy stops, the work continues.
Human escalation packages the blocker with its context, routes it to someone qualified, and returns the decision to the workflow. Implementation is shaped around your team, language, working practices, and local market.
Keep the client's brief connected across the whole team.
Shape the workflow around the people winning the work, delivering it, reviewing it, and keeping the engagement on track. Carry the client's context between them.
Client relationship teams
Keep requests, commitments, and changes to the brief attached to the engagement so delivery teams can see what the client expects.
Delivery teams
Bring research, working documents, dependencies, and assigned actions into the project context, with a clear owner for each next step.
Specialist reviewers
Route work to the person with the relevant expertise, alongside the brief, supporting material, and questions that need a decision.
Practice operations
Connect engagement administration, resourcing requests, and billing preparation to the agreed scope and the people authorized to approve changes.
Keep scope, access, and client sign-off clear.
Set the conditions for each engagement before work moves between people or agents. Keep the brief and the client's requirements available to the reviewer.
- Access by engagement
- Define which client records and working materials each role needs. Keep access aligned with the engagement and the work assigned.
- An agreed scope
- Keep deliverables, dependencies, and acceptance requirements attached to the work. Route a change in scope to its accountable owner.
- Review before delivery
- Give the responsible reviewer the current brief, supporting material, and open questions before a deliverable moves to the next stage.
- Decisions that stay with the project
- Record the agreed change, the reason for it, and the next owner, so another team member can continue with the same understanding.
Start with a repeatable part of client delivery.
We work with your engagement and operations leads to choose a practical starting point and fit the workflow around how your practice serves clients.
Agree the scope
Choose one recurring request, review, or handoff. Define the deliverable, the responsible owner, and the client's requirements for completion.
Build and check the flow
Shape the app around the agreed brief, documents, and review path. Walk through changed requests and incomplete information with the people delivering the work.
Review before expanding
Assess coordination effort, review cycles, and corrections with the engagement owner. Adapt the accepted structure for the next team or type of work.
Agree the specialist support, client communication, working language, and approval responsibilities needed for your practice and local market.
How we work with your team