Professional Services
Equipping firms with the digital infrastructure to deliver exceptional service, maintain compliance, and grow with confidence.
Landscape
Across Canada, professional services firms—law, accounting, consulting, and beyond—are facing heightened demands from clients who expect quicker turnaround, more transparency, and digital convenience. Yet many firms still operate with legacy systems, siloed client files, and manual administrative workflows that waste time, increase risk, and reduce profitability.
Vision
At MOSAN, we believe your technology should work like a silent partner—helping you focus on clients, not clunky systems. We build secure, intelligent infrastructure for firms that want to deliver faster, reduce admin burden, and stay audit-ready—without adding complexity.
What Becomes Possible
- Seamless onboarding and engagement tracking for new clients
- Time savings through automation of routine admin and compliance tasks
- Secure file sharing, e-signatures, and communications in one environment
- Real-time visibility into firm KPIs, caseloads, and billable hours
- Compliance and data privacy baked into every workflow
Strategic Statistic
68%
of Canadian professional services firms say operational inefficiency limits their ability to serve more clients or expand service offerings. — CPA Canada & LexisNexis, 2023
Partners and managing directors choose MOSAN because we understand what’s at stake: client trust, professional standards, and the value of every hour. We design systems that help firms run with less effort, fewer risks, and more confidence—without forcing them to overhaul how they work.
We work with law firms, accounting practices, engineering consultancies, and other professional firms across Canada—respecting their structure, compliance needs, and long-term goals.
Common Challenges:
- Disconnected tools across billing, file management, and client communication
- Time lost to admin tasks like follow-ups, status updates, and document tracking
- Risk exposure from unencrypted files, shared drives, and manual approvals
- Poor visibility into firm performance or client pipeline metrics
- High onboarding friction for both clients and internal teams
What We Deliver:
- Digital Client Onboarding & Document Management: Simplify intake, ID verification, NDAs, and engagement letters—all automated and audit-ready.
- Connected Systems for Billing, CRM, and Case Management: Eliminate duplicate entry and switch between tasks faster with integrated tools that reduce human error and time waste.
- Smart Automations for Follow-ups & Internal Workflows: Never miss a deadline or update again. Use automated reminders, status alerts, and shared task lists.
- Built-In Compliance & Document Security: Our systems are designed with PIPEDA, LSUC, CPA Canada, and other relevant frameworks in mind—so your practice is always aligned.
- Practice Dashboards for Leadership & Teams: Track utilization, client load, pipeline health, billables, and operational KPIs—live and in one place.
/ Get Started
Ready to Streamline Sales for Your Industry?
We’ve helped teams in tech, finance, healthcare, and more modernize their sales process with Flowis. Let’s talk about how we can do the same for you.
/ Solutions Lead
Emma Reed
+1 (800) 123-4567
emmareed@flowis.com