atm group
Clients / Professional Services

Built for firms, not for partnerships of one.

Accounting firms, law firms, consulting practices, and advisory businesses work with us for the marketing and client-facing technology around their practice. We work alongside the practice management you already run; we don't try to replace it.

What we build for firms

Firm Websites & Practice Sites

Modern firm websites with attorney/advisor profiles, practice descriptions, and case study presentations. SEO-optimized for local and practice-area discovery.

Client Portals

Client document sharing, secure messaging, engagement status. The portal your clients actually use.

Intake & Lead Routing

Lead intake, conflict-check workflows, routing to the right partners, follow-up automation. Capturing more of the leads marketing is already driving.

Marketing & SEO

Practice-area SEO, content marketing, lead generation specific to professional services. Compliance-aware advertising.

Integration Layer

Connecting your practice management, CRM, and reporting systems with marketing, intake, and client-facing surfaces.

Knowledge & Document Templates

Document templates, content libraries, and lightweight internal knowledge setup that fits how the firm actually works.

Why firms work with us

We work alongside your practice management

We extend the systems you already run; we don't try to replace your practice management or core operations. Your core operations stay where they are; we make them more usable for clients and the team.

Compliance-aware by default

We work within professional-services advertising rules, in coordination with your firm's compliance counsel. We don't get firms in trouble for the sake of slick marketing.

Practical, not flashy

Professional services audiences want competence signals, not gimmicks. We build accordingly.

Who we work with

  • Law firms (boutique to mid-size)
  • Accounting and CPA firms
  • Management and strategy consulting practices
  • Financial advisory and wealth management firms
  • Specialty advisory firms (M&A, restructuring, tax, etc.)

Frequently asked questions

Are you familiar with bar advertising rules?

Bar advertising rules vary by state. We research your state's requirements and coordinate with your firm's compliance counsel rather than substitute for them.

Do you work with solo practitioners or only larger firms?

Both. Solo and small-firm work tends to be focused: website, intake, basic marketing. Larger firms tend to need more: portal, knowledge systems, multi-partner marketing.

Can you integrate with our practice management software?

Yes. Most legal and accounting practice-management platforms expose APIs we can integrate with. If you're unsure about your specific platform, ask.

What about regulatory and data-security requirements?

We can build to the security standards your industry requires: encrypted storage, access controls, audit trails. For specific regulatory regimes we coordinate with your firm's compliance counsel and sign the necessary agreements.

Do you do lead generation specific to professional services?

Yes. Practice-area SEO, paid acquisition for professional services, content marketing tuned for high-consideration legal/financial buyers.

How does pricing work?

Project-based for builds, retainer-based for ongoing work. We quote each engagement after a scoping conversation. See our pricing page for our approach.

Have something to build?

Tell us what you're working on. We'll come back with how we'd approach it, including whether we're the right fit.

Get in touch →