Software and AI copilots for expert-led professional teams.
We build the client portals, workflow automation, and AI copilots that let professional-services firms—legal, accounting, consulting, agencies—scale their expertise without scaling headcount, turning manual, document-heavy work into leverage.
What we build
Problems professional services teams face
The issues we hear most, from teams in the US, UK, Europe, India, and beyond. Each solution below shows which ones it fixes.
- 01
Billable hours lost to admin
Intake, drafting, and reporting eat time that should go to clients.
- 02
Knowledge locked in people
Precedents and know-how live in inboxes and senior heads, not a searchable system.
- 03
Clients chasing updates
Status questions arrive by email because there is no single place to look.
- 04
Tools that do not connect
CRM, documents, time tracking, and billing are separate, so data is typed twice.
- 05
Strict confidentiality rules
Client data and privilege must be protected in every tool, including AI.
- 06
Growth tied to headcount
More clients means more hires, because the work does not scale.
Solutions, and how the technology helps
What we build to fix those problems, and why it works.
AI copilots on your own knowledge
Fixes0206
Search and drafting across your precedents, templates, and past work, with sources shown.
How the technology helps
Retrieval (RAG) grounds answers in your documents, with permissions respected, so the AI cites your firm instead of guessing.
- LLMs
- RAG
- Vector database
- SharePoint & Drive
Document and workflow automation
Fixes0106
Engagement letters, reports, and filings drafted from data you already hold.
How the technology helps
Templates and AI generate first drafts, workflows route them for review and signature, and nothing is retyped.
- Document generation
- DocuSign
- Workflow engine
- LLMs
Client portals
Fixes03
One secure place for documents, status, messages, and invoices.
How the technology helps
A portal on top of your systems shows live status and handles secure uploads, cutting status emails.
- Next.js
- SSO
- Secure file storage
- Payments
Connected practice systems
Fixes0405
CRM, matters or projects, time, and billing working as one, with access controls built in.
How the technology helps
Integrations sync records across tools, and role-based access plus audit logs keep confidential data contained.
- HubSpot or Salesforce
- Xero or QuickBooks
- APIs
- Audit logs
Integrations we work with
The platforms these systems usually connect to. If yours is not listed, we can usually connect it.
Documents & knowledge
- Microsoft 365
- SharePoint
- Google Workspace
- iManage
- NetDocuments
CRM & practice
- HubSpot
- Salesforce
- Clio
- Harvest
- Monday.com
Finance & billing
- Xero
- QuickBooks
- Stripe
- Sage
Signing & intake
- DocuSign
- Adobe Sign
- Typeform
- Calendly
How arcvel helps
One senior team that already knows the domain, from the first plan to running it in production.
What we build
Client portals, practice-management and billing tools, document and workflow automation, and AI copilots that put a firm’s own knowledge and process to work.
Turn expertise into leverage
We automate the repetitive, document-heavy work—intake, drafting, review, reporting—so senior people spend time on judgment, not busywork.
AI grounded in your knowledge
RAG-based copilots and assistants built on your own documents, precedents, and processes, with guardrails and human review—so answers reflect your firm, not a generic model.
Client-facing polish
Portals and workflows that make the client experience feel organized and premium, reflecting the quality of the advice behind them.
Built for the rules in your market
The regulations and standards we design around in each region. Final sign-off stays with your compliance and legal team.
United States
- Client confidentiality and privilege
- SOC 2
- CCPA
United Kingdom
- UK GDPR
- SRA and ICAEW standards
- Money laundering regulations
European Union
- GDPR
- eIDAS e-signatures
- EU AML rules
Global
- ISO 27001-ready practices
- Private AI with no training on your data
D2C & e-commerce
Where professional services meet e-commerce
Agencies and consultancies that serve online brands need engineering that keeps up with them. We work as the technical partner behind their client work.
See D2C & e-commerce- White-label Shopify and headless builds
- Client reporting dashboards across stores
- Conversion and performance audits
- AI tools for content and support teams
What you get from a professional-services engagement.
Systems that let your best people do more of what only they can do.
Talk to an engineer- A client portal that makes the engagement feel organized and premium
- Automation of the document-heavy, repetitive work that consumes billable hours
- AI copilots grounded in your own knowledge, with human-in-the-loop review
- Practice, billing, and reporting tools tailored to how your firm operates
- Integrations with the CRM, e-signature, and tools you already use
- A system your team adopts because it removes friction, not adds it
Related solutions
Common questions
Yes, when set up properly. We use private deployments and enterprise model terms with no training on your data, keep document permissions, and log every query.
Yes. We connect to SharePoint, OneDrive, Google Drive, and document systems like iManage and NetDocuments, so copilots and portals use what you already have.
Yes. We build for law, accounting, consulting, and agency firms in the US, UK, EU, and worldwide, designed around each market’s confidentiality and data rules.
Yes. Agencies bring us in to build Shopify, headless, and custom projects for their clients, under their brand and process.
Building in this industry?
Bring us the problem. We will bring engineering that already understands your domain.