Process Management Software for Professional Services
Every firm has processes. The challenge is getting your staff to follow them.
Professional services firms turn to Rindle when traditional project management software fails them
Automate your firm’s processes on a flexible No Code automation platform
Streamline high volume work intake and repeating tasks & projects
Keep clients and stakeholders updated on every step of the process
Scales with your team as your firm grows
Streamline service operations and scale your team
Professional service firms waste countless hours tracking down work and putting out fires. It’s time to bring structure to chaos. Gain visibility of your projects and opportunities, and build real-time, error-free processes to streamline your firm’s operations.
Structure
Customize your workflow by collecting structured data with custom fields, integrating with other apps, and connecting with other processes without technical help.
Visibility
Maintain oversight of your firm’s operations and track the status of each client request, case, or matter.
Adoption
Drive process adoption among your staff members, creating consistency, efficiency, and accuracy.
Improved Communication
Professionals (lawyers, accountants, mortgage loan officers, consultants), assistants, administrators, and managers—keep everyone in the loop with automatic updates and approval flows.
Professional Services Optimized Process Management
Powerful features & flexibility you will love.
Automate your key processes
Processes are everywhere, from case management, to client onboarding, to document approvals, quality assurance, and more. Use Rindle’s No Code automation platform to implement your custom processes so they are followed every, single, time.
Manage complex projects
Leverage multiple levels of tasks and subtasks along with Gantt Charts to plan your projects. Use repeating tasks to manage retainer work and never miss an upcoming task again.
Robust task management
Rindle gives you control over your tasks and subtasks, allowing you to drill down into the details and get granular with assigning work and privacy settings. Delegate tasks to staff efficiently using Mirrors, allowing them to process just their assignments across the entire volume of work.
Save time and scales processes
Stop all the data entry and save time on project setup with task and project templates. Templates help you to save time, reduce errors, and create consistency across projects types.
Guest Users Accounts
Using Rindle’s innovative Guest Users feature, you can bring any key stakeholder into your project or workflow, so you can provide status updates, cut down on approval delays, and deliver better work.
Templates
Don’t start from scratch
Check out our range of templates for popular projects and processes. Customize them for your workflows or create your own templates.
Use Rindle to get back control of your firm’s processes.
More reasons to love Rindle
Connects to the tools you love
Rindle integrates with all the tools you love like Harvest, Slack, G Suite, Gmail, Google Drive, Dropbox, Box, and more.
Unrivaled customer support
Our customer support team is the best in the industry and are always there to help — no matter what the question. Speak with a real person via email, chat, phone, and video.
Mobile apps
Work from anywhere at any time with the Rindle mobile app, the agency process management app that’s so easy to use.
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Transparent roadmap
Our roadmap is driven by customer needs — see what we’re working on at any time.
Reliable & secure
We have the controls in place to ensure we meet security standards to keep your data safe and secure.
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