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Technology That Gives Professional Services Teams More Time for Client Work
Reduce the administration around delivering professional services with connected workplaces, automated processes, and secure information management.
3 Priorities
Collaboration, Security & Client Experience
1 Digital Workplace
Across People, Knowledge & Client Work
3 Workflows
Client Delivery, Internal Operations & Reporting
the Work and More Time Delivering It
In professional services, time and expertise are the product. When consultants, advisers, lawyers, accountants, engineers, or other specialists spend too much of their day searching for information, chasing approvals, updating systems, or preparing routine documents, that time comes directly out of client delivery. Exigo Tech helps professional services firms remove that. We connect people and knowledge through modern digital workplaces, automate repetitive processe.
Microsoft Partner
Protect Billable Time
Reduce repetitive administration and unnecessary manual work that takes specialists away from clients.
Put Firm Knowledge to Work
Help employees find policies, precedents, documents, project information, and expertise without searching across disconnected locations.
Keep Client Work Connected
Give teams a simpler way to collaborate across engagements, offices, remote work, and specialist functions.
Protect Client Information
Strengthen access, governance, and cybersecurity around confidential documents, communications, and business data.
Give Leaders Better Insight
Bring operational and business information into clearer reporting for better decisions around performance and capacity.
Key Priorities Facing Professional Services Today
Maximise billable capacity by reducing avoidable administration, document searches, and manual reporting.
Keep knowledge accessible by making proven expertise easier to find, share, and reuse across the firm.
Deliver a consistent client experience through responsive communication, seamless collaboration, and accurate information.
Protect confidential client data with strong identity, access, security, and governance controls.
Enable flexible teams while giving leadership clear visibility into utilisation, capacity, workflows, and operational performance.
How We Support Professional Services
Digital Workplace & Client Collaboration
›
Process Automation & Operational Efficiency
›
Knowledge, Data & Business Insight
›
Client Data Security & Governance
›
AI-Enabled Professional Work
›
Enable secure, connected collaboration so teams can communicate, share information, and deliver client work from anywhere.
Automate repetitive administration, approvals, document processes, and workflows to improve efficiency and reduce manual effort.
Make organisational knowledge easier to access while providing clearer reporting, insights, and visibility into business performance.
Protect confidential client information with stronger identity, access, security, information protection, and governance controls.
Use AI to reduce non-billable effort, improve knowledge access, and support professionals while maintaining appropriate human judgement.
Outcomes We Help Professional Services Firms Achieve
Why Choose Exigo Tech?
Focus on Billable Work
We look at technology through the lens of where professional time is being lost and where digital improvements can return capacity to client delivery.
Microsoft Expertise Across the Firm
Bring Microsoft 365, Azure, Security, Data, AI, Power Platform, and Business Applications together rather than treating each platform as a separate project.
Security Around Client Information
Build collaboration, automation, data, and AI on foundations designed to protect sensitive client and organisational information.
Practical Automation
Focus automation on repetitive activities such as approvals, information movement, document handling, and internal workflows where the impact is easy to understand.
AI with Human Judgement Intact
Use AI to assist professionals with knowledge, drafting, analysis, and repetitive work while keeping skilled people responsible for important decisions.
End-to-End Support
Work with one partner across advisory, implementation, cybersecurity, cloud, data, AI, optimisation, and ongoing managed services.
Focus on Billable Work
We look at technology through the lens of where professional time is being lost and where digital improvements can return capacity to client delivery.
Microsoft Expertise Across the Firm
Bring Microsoft 365, Azure, Security, Data, AI, Power Platform, and Business Applications together rather than treating each platform as a separate project.
Security Around Client Information
Build collaboration, automation, data, and AI on foundations designed to protect sensitive client and organisational information.
Practical Automation
Focus automation on repetitive activities such as approvals, information movement, document handling, and internal workflows where the impact is easy to understand.
AI with Human Judgement Intact
Use AI to assist professionals with knowledge, drafting, analysis, and repetitive work while keeping skilled people responsible for important decisions.
End-to-End Support
Work with one partner across advisory, implementation, cybersecurity, cloud, data, AI, optimisation, and ongoing managed services.
How Much Professional Time Is Being Lost to Administration?
Find the processes, information gaps, and technology friction taking people away from client work, and build a more connected way for your firm to operate.
STORIES OF IMPACT
CASE STUDY
LATEST THINKING
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Learn moreThe biggest opportunities often sit around non-billable work. Workflow automation can reduce manual approvals and administration, while better knowledge access, collaboration, and AI-assisted work can reduce time spent searching for information or recreating existing material.
Microsoft 365 can provide a common environment for communication, document collaboration, meetings, knowledge sharing, and secure access. Microsoft Teams and SharePoint can help organise engagement information while allowing distributed teams to work together.
Yes. Microsoft Power Platform and Power Automate can be used for processes such as approvals, document handling, onboarding, notifications, data movement, and other repetitive operational workflows.
The first step is organising and governing trusted content. Depending on the need, Microsoft 365 Copilot, Microsoft 365 Agents, or RAG knowledge assistants can then help employees find and use relevant information more quickly.
AI can assist with activities such as information retrieval, summarisation, drafting, document review, and repetitive administrative work. Higher-impact advice, client decisions, and professional judgement should remain appropriately owned and reviewed by people.
We can help strengthen identity and access management, Microsoft 365 permissions, information protection, data governance, security monitoring, and other controls using technologies such as Microsoft Entra, Microsoft Purview, and Microsoft Defender.
Yes. Microsoft Fabric and Power BI can bring relevant operational and business data into dashboards that give leaders clearer visibility into the measures important to their firm.
Yes. Exigo Tech provides managed IT, managed cybersecurity, cloud, optimisation, and related ongoing services to help firms operate and improve their technology environments over time.
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