Professional services

Connect client work with the way the business runs.

Dira OS helps professional services teams keep client records, team activity and business operations in a shared workspace.

Dira OS in practice

Keep client activity and operations close

Professional services work depends on clear client records, team responsibilities and visibility into business activity. Dira OS brings customer management, role access, finance visibility and reporting together as a connected operating foundation.

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STEP 1

Keep client records organized

Bring customer information and service records into one operating workspace.

STEP 2

Make team responsibilities visible

Use roles, permissions and team workflows to organize access and ownership.

STEP 3

Review the business

Use expense capture, balances and performance summaries to follow the financial and operational picture.

Included capabilities

A connected foundation for service teams

These workflows use capabilities currently described for Dira OS.

  • Customer and client records
  • Team management and role-based access
  • Finance visibility and expense capture
  • Business reporting and summaries
  • Branch support where needed
Frequently asked questions

Things to know before you start.

Is Dira OS for professional services firms?

Professional services is one of the business contexts published on the Dira OS industries page.

Does Dira OS include legal case management or time billing?

Those specialized workflows are not described in the published product information. Contact the team to confirm a specific requirement.

Can I compare Dira OS plans before speaking with the team?

Current plans, employee limits and monthly prices are available on the pricing page.

Dira OS by Vickins Technologies

Bring the business
into one view.

Explore the available Android download and current plans.

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