Professional Services Quality, Guaranteed.
Give every team member the exact steps for client onboarding, renewals, and compliance—so nothing falls through the cracks.
You Know How Client Work Should Be Done.
Your Team... Sometimes Does.
You've built your practice on thoroughness. You know every document needed, every compliance step, every detail that protects your clients and your firm.
But you can't review every file. So you...
Train
Every new hire
Remind
About deadlines
Audit
Random files
Worry
About E&O claims
And still—renewals get missed, documents are incomplete, “I thought that was done” becomes the excuse.
The Trap
You stay small because you can't trust others to be as thorough as you. Or you grow and watch compliance slip.
There's a Third Option
Clone your process. Trust the system, so you don't have to blindly trust the person. Scale without losing quality.
One Platform. Three Outcomes.
Start with consistency. Grow into performance.
Execute Consistently
Every client engagement follows the same thorough process. Step-by-step workflows ensure nothing is missed—from intake to completion.
→ The new hire follows the same process as your most thorough team member.
Measure What Matters
See completion rates across all client work. Know exactly which steps get skipped and where your process breaks down.
→ You know what's actually happening with every client, not what people say is happening.
Improve Continuously
When an error occurs or a deadline is missed, trace back to the root cause. Update your workflows. Watch the problem disappear.
→ Your client service quality gets better every month, not worse.
This Is For You If...
You have a way client work should be done—but it lives in your head
You've trained staff, but they still miss steps or documents
You worry about compliance when you're not reviewing every file
Your reputation depends on thoroughness, not just getting it done
You've outgrown spreadsheet tracking but aren't ready for enterprise software
You want proof when a client says "you never told me that"
Not for you if: Every client engagement is completely unique with no repeatable process.
(We're for firms with standards, not one-off consulting.)
Workflows Built for Professional Services
From onboarding to renewals—ScaleWyz supports the workflows your team runs every day.
Client Onboarding
Document collection and account setup checklist
Policy/Contract Renewal
Renewal tasks with deadline tracking
Compliance Checklist
Required regulatory steps and documentation
Client Review Prep
Pre-meeting preparation checklist
Document Collection
Required document tracking and verification
Annual Review Tasks
Year-end review procedures by client type
The Right Balance of Power and Simplicity
Zero Learning Curve
If they can use email, they can use ScaleWyz. No training manuals.
Context, Not Just Checklists
A checklist for "this client with this policy type" beats a generic list every time.
Proof You Can Point To
Timestamped records. Completed steps. Data for when a client says "you never did that."
Works With Your CRM
Keep AgencyZoom or your AMS. We're the quality layer, not a replacement.
Performance Without Surveillance
See results, not keystrokes. Trust the process, not Big Brother.
Fast to Deploy
Start with one workflow. Add more as you see results. No complex implementation.
Your Team Can Do Thorough Work.
Give Them the System to Prove It.
Start with one workflow. See the difference in a week.
No credit card required. No long-term contracts.