Systems integration and workflow automation in Luxembourg

Connected systems for firms that run on confidentiality.

New tools keep piling up, and nobody on your team has the time, or the specialist know-how, to connect them properly. That is exactly the job we take off your hands.

Book a free 20-minute fit call

Free fit call · In English or French · Fixed-fee audit

THE STACK WE SPECIALIZE

CRM integration and workflow automation across your whole stack

We work with the software established firms actually run, and connect it so data is entered once and correct everywhere.

  • Microsoft 365
  • Google Workspace
  • Salesforce
  • Claude
  • HubSpot
  • DocuSign
  • Slack
  • Notion
  • ClickUp
  • Clio
  • Twilio
  • WhatsApp
  • GoHighLevel
  • Zapier

+ any tool with an API or a native connector

WHERE THE HOURS GO

Where Luxembourg firms lose hours between systems

Group structures, multilingual clients and heavy compliance make every gap between tools more expensive here than almost anywhere else.

01

Investor and client onboarding on spreadsheets

Subscription documents, KYC files and client details arrive by email, then get re-keyed into the CRM, the practice or administration system, and a spreadsheet someone keeps just in case.

02

A multilingual client base, a monolingual stack

Clients write in French, German and English. Templates, forms and automated emails exist in one language, so the team rewrites the rest by hand.

03

Supplier questions you can't answer quickly

Compliance wants to know which tools touch client data and who can reach them. Today the honest answer takes a week to assemble.

04

Licences paid twice across entities

Each entity in the group bought its own tools. The same capability is paid for two or three times, and none of it is connected.

WHO WE WORK WITH

Who we work with in Luxembourg

Established firms where client data crosses entities, languages and borders every day, and every data path has to be explainable.

Fund administrators and management companies

Onboarding, investor communications and reporting flows connected across the CRM and Microsoft 365, with every data path documented.

Fiduciaries and corporate service providers

Domiciliation, company secretarial and deadline workflows that stop depending on one person's inbox.

Law firms and tax advisers

Intake, engagement letters, conflict-check preparation and billing steps connected end to end.

Family offices and private banking teams

Client reporting and relationship data in one place, with access limited to the people who need it.

Serving

Luxembourg City · Kirchberg · Cloche d'Or · Strassen · Bertrange · Esch-sur-Alzette

We don't have an office in Luxembourg. We work remotely, calls are in English or French, and every deliverable is in writing.

RECENT WORK · ANONYMISED UNDER NDA

A regulated EU law firm, seven weeks from audit to handover

Law firm · 20 to 35 people · France

Audit, then integration · 7 weeks

Before

Client intake relied on email chains, paper forms and manual re-entry into several systems. Marketing could not track which leads came from French legal directories and campaigns. Engagement letters often went out late, which delayed billing.

After

One intake form creates the client in every system. Marketing campaigns sync directly to the CRM, so the firm can see return on each channel. Engagement letters generate and file themselves. About 40 hours a month back across paralegal and admin staff.

Built with: Clio · HubSpot · Microsoft 365 · DocuSign · Make

See all case studies →
HOW IT WORKS

From first call to a system that runs itself

STEP 01

Free fit call (20 minutes)

We learn how your firm runs and where the stack is failing it. No confidential detail needed. If an audit isn't worth doing, we say so here.

01
FIT CALL
STEP 02

Scope and fee in writing

What we'll review, what you'll receive, the timeline and the exact fee. Nothing starts until you approve it.

02
SCOPE
STEP 03

Engagement, NDA, then access

Once you engage us, the NDA is signed (and a data processing agreement, if you want one) before you grant access to any system.

03
NDA
STEP 04

Audit and verdict

Every tool judged: keep, configure, consolidate or replace. The spend you can drop, and a roadmap ordered by payback.

04
VERDICT
STEP 05

Build, test, switch over

Integration and automation built alongside your live systems, tested end to end, and switched over when you choose.

05
BUILD
STEP 06

Enable and support

Training, written guides, recorded walkthroughs and a 30-day support window. An optional monthly retainer after that.

06
SUPPORT
THE ENGAGEMENT

Three steps, each priced up front

No discovery maze, no quote roulette. The audit is a fixed fee, and everything after it is quoted in writing before you commit.

START HERE
Stack audit
€1,500

Every tool you pay for, judged on fit.

NDA signed before any access
A written verdict on every tool
The hours and licence spend you'd recover, itemised
A build plan ordered by payback
Implementation
Quoted after the audit

We build what the audit recommends, end to end.

NDA signed before we touch any system
Data processing agreement on request
Tools connected, busywork automated
Tested end to end and documented
Ongoing partnership
Agreed after the build

Optional: your team trained, your integrations supported and improved.

Team training on the new setup
Support after launch
Integration monitoring and improvements

Each step is optional. Nothing begins without a written proposal you've approved. All fees are invoiced in euros.

COMMON QUESTIONS

What firms ask us first

Do you sign an NDA before we share anything?

Yes. The NDA is signed as soon as you engage us, before you give us access to any system or data. The free fit call beforehand doesn't need confidential information: we talk about how the firm runs, not about specific clients.

What does a systems integration specialist do?

A systems integration specialist connects the software a business already uses (CRM, Microsoft 365 or Google Workspace, e-signature, accounting and project tools) so data moves between them automatically instead of being re-typed, then automates the repetitive work between them. For Luxembourg firms, we start with a fixed-fee audit of every tool, then build, test and document the integrations and workflow automation around how your team actually works.

Will you sign a GDPR data processing agreement?

Yes, on request. If our work involves processing personal data on your behalf, we sign an Article 28 data processing agreement covering scope, purpose, duration and security measures.

We're CSSF-supervised. Can you work within our outsourcing and DORA requirements?

Tell us on the fit call what your compliance team needs from an ICT supplier. We'll tell you plainly what we can provide: a written scope, the signed NDA, a data processing agreement on request, and a clear description of which systems we'll access and how.

Do you work in French?

Yes. Calls can be held in English or French.

Do you keep a copy of our data?

No. We work inside your own accounts under the permissions you grant, and we don't copy client data out to our own systems.

How much does systems integration cost in Luxembourg?

The stack audit is a fixed fee of €1,500, invoiced in euros and scoped in writing before it starts. Implementation is quoted in writing after the audit. The first call is free.

See what your stack is really costing across the group

One free call, no confidential detail needed. If an audit is worth doing, you'll get a fixed-fee proposal in writing. If it isn't, we'll say so.

Book a free 20-minute fit call

Free · No obligation · No confidential detail needed