Route B helps professional services firms operate more efficiently, serve clients better and grow confidently — through technology leadership, smart automation and systems that actually work together.
CRM, billing, document management, calendar and communication tools that don't integrate create administrative overhead and data inconsistency. In professional services firms, the time your fee earners spend on administration is time they're not billing. Disconnected systems compound this problem — every manual re-entry of data between platforms represents hours of non-billable effort across the firm every week.
Without senior technology leadership, firms accumulate technical debt — legacy systems, manual processes and ad hoc software purchases that compound over time. Partners make software decisions based on vendor sales pitches rather than strategic fit. IT spend grows without corresponding improvement in capability. Systems proliferate, overlap and create rather than remove complexity. A coherent technology strategy, owned by someone who understands both technology and professional services, changes this picture entirely.
Handling sensitive client data demands robust access controls, audit trails and compliance posture that generic IT support rarely delivers adequately. Firms handling privileged client communications, financial data or regulated advice face specific data protection obligations. A data breach or compliance failure carries reputational consequences that far exceed the technical cost of getting it wrong.
From fractional CTO leadership and CRM configuration to systems integration and managed IT — Route B provides the technology capability professional services firms need to operate efficiently and grow sustainably.
Senior technology leadership on a flexible engagement — strategy, vendor management and team oversight without the full-time overhead of a permanent hire.
Learn more →Configure your CRM to manage client relationships, pipeline, billing and engagement from a single system — built around the way your firm actually works.
Learn more →Connect your practice management software, billing platform and CRM to eliminate double-entry and manual processes between the systems your firm depends on.
Learn more →Proactive monitoring, security patching and IT support for your office infrastructure — so your team can focus on clients rather than IT problems.
Learn more →Route B works with law firms, consultancies, financial advisers and other professional services businesses at every stage of growth — from ambitious boutiques to established practices with complex technology estates.
Providing a senior technology leader to own your IT roadmap, manage vendors, support a systems migration or lead a digital transformation — on a retained basis that scales with your needs. A fractional CTO brings the strategic perspective that distinguishes technology decisions that add value from those that add complexity. For professional services firms that haven't historically had senior technology representation at leadership level, the impact of getting this right is significant and measurable.
Configuring and integrating a CRM to manage your client pipeline, automate follow-ups, track matter status and connect with your billing and document management systems — so your team spends less time on administration. A well-configured CRM is the foundation of business development discipline in a professional services firm. Route B configures it to reflect your processes, trains your team to use it consistently and integrates it with the other systems in your practice.
Connecting your practice management, CRM, billing and document platforms so data flows automatically between systems — reducing duplication, improving accuracy and giving your management team real-time visibility. When your systems share data, your management information improves, your administration costs fall and your partners have a clearer view of firm performance. Route B builds the integrations that make your existing systems work as a coherent whole.
Technology decisions made with commercial context rather than in response to vendor pressure.
More billable time recovered from administration through smarter systems and automated workflows.
Practice performance data that's reliable, current and accessible to the people who need it.
Security posture that matches the obligations of firms handling privileged and regulated data.
Objective advice on software selection, contract terms and vendor performance — from someone with no stake in the outcome.
We've worked with law firms, consultancies and financial services businesses — we understand the landscape.
Route B works with professional services businesses at every stage of growth. Let's start with a conversation about where technology is creating friction in your firm and what a better approach would look like.
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