Case studies

Real problems. Practical solutions.

Every business we work with has a different story. Here's how we've helped professional services firms untangle messy workflows and build systems that actually fit.

Accounting

From triple data entry to automated integrations

A mid-size accounting firm was manually entering client data across three separate platforms. Staff were losing hours every week, and errors were creeping in.

Legal

Disconnected systems to a unified client portal

A boutique law firm had client information scattered across email, spreadsheets, and an outdated practice management system nobody trusted.

Allied Health

Scheduling chaos to streamlined bookings

A multi-practitioner allied health clinic was drowning in scheduling conflicts, no-shows, and manual reminders that fell through the cracks.

Accounting

Richardson & Partners: Eliminating triple data entry

The problem

Richardson & Partners, a 15-person accounting firm, was entering the same client data into their practice management system, their tax software, and their CRM. Staff spent roughly 12 hours per week on duplicate entry alone, and transcription errors were causing issues during tax season.

What we did

We started with a discovery workshop to map every data touchpoint. It turned out the three systems could talk to each other — they just never had been connected. We built a lightweight integration layer that synced client data automatically across all three platforms, with validation rules to catch discrepancies.

The outcome

  • 12+ hours per week reclaimed across the team
  • Data entry errors reduced by over 90%
  • Tax season prep time cut significantly
  • Staff can now focus on advisory work instead of admin
Legal

Kavanagh Legal: One portal to replace five tools

The problem

Kavanagh Legal, a boutique firm with 8 staff, had client information scattered everywhere: email threads, shared drives, spreadsheets, and a practice management system that was more hindrance than help. Finding the latest version of anything was a daily frustration.

What we did

Rather than recommending yet another off-the-shelf tool, we built a custom client portal that pulled together the information the team actually needed in one place. Document management, task tracking, and client communication — all connected. We migrated their critical data and trained the team over two weeks.

The outcome

  • Single source of truth for all client matters
  • No more searching through email chains for documents
  • Team onboarding time halved for new staff
  • Now on a retainer for ongoing improvements and support
Allied Health

Bayside Allied Health: Taming the scheduling beast

The problem

Bayside Allied Health had 6 practitioners sharing a reception team and a booking system that wasn't designed for multi-practitioner clinics. Double bookings were common, no-show rates were climbing, and the reception team was spending most of their day on the phone instead of helping patients in the clinic.

What we did

We didn't build a whole new booking system. Instead, we integrated their existing platform with automated SMS reminders, an online self-service booking widget, and a smart scheduling layer that prevented conflicts and optimised appointment slots. Simple, effective, and no disruption to their existing workflow.

The outcome

  • No-show rate dropped from 18% to under 5%
  • Double bookings eliminated completely
  • 40% of bookings now happen online, out of hours
  • Reception team freed up to focus on patient experience
In their words

What our clients say

We'd tried two other consultancies before Encubed. The difference was night and day. Liam actually listened to us before suggesting anything.

SR
Sarah Richardson
Director, Richardson & Partners

The portal changed how we work. Our team actually enjoys using it, which I never thought I'd say about business software.

MK
Mark Kavanagh
Owner, Kavanagh Legal

I expected a big, expensive overhaul. What we got was a clever, targeted fix that cost a fraction of what I'd budgeted. That's rare.

JT
Dr. Jenny Tran
Practice Manager, Bayside Allied Health

Got a similar challenge?

Every business is different, but the pattern is often the same: disconnected systems, manual workarounds, and team frustration. Let's talk about yours.

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