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Notion Tech builds client portals, document automation, AI assistants and integrations for accounting, legal, consulting and advisory firms. We turn email chains and shared folders into secure, trackable workflows your clients find easy to use.
Portal
Xero
Your app
Docs
CRM
Fewer emails, fewer chasers, clearer records.
Secure document upload, e-signing, messages and status tracking.
Engagement letters, reports and forms generated from templates.
Search your procedures and precedents, draft first versions, summarise documents.
Jobs moved through stages with reminders and an audit trail.
Xero, practice management, CRM and email, connected.
A credible website that explains your services and brings in enquiries.
Client information is the heart of a professional firm. We build with role-based access, encryption, audit logs and Australian hosting where required. AI assistants work only on the documents you give them, and a professional reviews anything that goes to a client.
Role-based access
Audit trail for every document
Australian hosting available
Human review of AI output
Still have a question? Talk to us.
Yes. We connect portals to practice management, accounting and document systems through their APIs.
It can be, with the right design: secure server-side processing, business terms with AI providers, limited access and human review.
Yes. We generate letters, reports and forms from your templates and data, ready for review.
A focused portal usually takes 8 to 12 weeks.
Tell us what you need. You will get honest advice and a clear next step.
Free first call. No obligation.
