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Service Operations Platform

Run Every Client Service With Confidence.

Manage clients, workflows, documents, deadlines, approvals, and ongoing service relationships in one intelligent platform.

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One operational layer for your entire service lifecycle.

  1. Client
  2. Service
  3. Workflow
  4. Document
  5. SLA
  6. Completion

Built for teams that manage work for clients.

  • Legal
  • Accounting
  • Tax
  • HR
  • Insurance
  • Consulting
  • Professional services

The current reality

Your business shouldn’t run on follow-ups.

Most service teams already have tools. The work just lives in five different places — so every status update starts with someone asking.

  • WhatsApp

    Where conversations disappear into long threads.

  • Spreadsheets

    Where project status depends on manual updates.

  • Cloud storage

    Where documents exist, but context is missing.

  • Manual follow-up

    Where teams spend time asking for updates instead of moving work forward.

  • Unknown status

    Where management cannot immediately see what’s stuck.

Everything connected.

Conversations, status, documents, reminders and deadlines on one service record.

  • Communications

    Logged on the project

  • Project status

    Updates as work moves

  • Documents

    Versioned, with review status

  • Reminders

    Sent when a step is waiting

  • SLA visibility

    At-risk work surfaces itself

From fragmented to connected

Replace fragmented processes with one connected workflow.

SERVORA is the operating layer between service businesses and their clients. Every request, step, document and deadline stays attached to the work it belongs to.

Before SERVORA

Information is copied between tools by hand. Nobody holds the full picture.

Traditional tools

  • CRM
  • Spreadsheet
  • WhatsApp
  • Cloud storage
  • Manual follow-up
  • ERP

SERVORA

One connected service operations layer

The service lifecycle

From client request to service completion — and beyond.

SERVORA helps service businesses manage clients, workflows, documents, deadlines, approvals, and ongoing relationships in one connected platform.

  1. 01

    Acquire

    Win and onboard the client

    1. Lead

      Capture and qualify enquiries before they go cold.

    2. Client

      One record for every company, contact and engagement.

  2. 02

    Deliver

    Run the engagement

    1. Service

      Each offering becomes a reusable, standard template.

    2. Project

      Every engagement is a project you can track.

    3. Requirement

      Know exactly what the client still needs to provide.

    4. Document

      Collect, review and version documents in context.

    5. Workflow

      Steps, owners and handoffs follow the template.

    6. Task

      Clear work for the right person, with a due date.

  3. 03

    Control

    Keep commitments visible

    1. SLA

      Deadlines measured against what you promised.

    2. Approval

      Internal and client sign-offs, recorded once.

    3. Communication

      Updates live on the project, not in a chat thread.

  4. 04

    Grow

    Close well and continue

    1. Completion

      Close the engagement with a clean handover.

    2. Compliance

      Track licences and certificates after delivery.

    3. Renewal

      Expiry dates become the next engagement.

Platform

Everything your service operation needs. In one platform.

Ten modules built on one shared record. The client, the service they bought, the work in flight, the documents collected and the renewals ahead stay connected — so answering “where are we?” never means reconciling spreadsheets.

Client Management

A persistent business profile for every client — company facts, contacts, services, history and operational health.

See how these modules fit your services.

We’ll walk through the platform using services like yours — from first intake to renewal.

Book a DemoTake the product tour

Client management

Know every client. Beyond a contact record.

SERVORA keeps a persistent business profile for every client. Each service you deliver, document you verify and licence you track adds to it — so anyone on your team can pick up the relationship with full context.

  • Company

    Legal entity, industry, tax ID and the account owner responsible for the relationship.

  • Contacts

    Directors, finance and admin contacts, each with their role in your services.

  • Services

    Every service the client has engaged, with live progress on the active ones.

  • Projects

    Open and completed engagements with their current step and SLA status.

  • Documents

    Collected files and their verification state, reusable for the next service.

  • Activities

    A timeline of approvals, uploads, messages and status changes.

  • Compliance

    Licences and certificates with expiry dates, monitored after delivery.

Service management

Turn every service into a repeatable process.

A service template captures how your firm delivers a service — what you need from the client, the steps, the commitment and who signs off. Publish it once, and every new project starts from the same standard.

1. Create service

Name the service and place it in your catalogue.

Inside a service template

  • Requirements

    What must be true before work starts.

  • Workflow

    Ordered steps with owners and durations.

  • SLA

    A commitment in business days.

  • Documents

    Files requested from the client.

  • Approvals

    Who signs off, and when.

  • Automation

    Notifications and reminders on events.

Workflow engine

Build the process once. Run it consistently.

Model each service as a workflow of typed steps with owners, SLAs, documents and branches. Every new project follows it the same way, with the right follow-up at every stage.

  • TASKTask
  • DOCUMENTDocument
  • APPROVALApproval
  • CLIENT_ACTIONClient action
  • AUTOMATIONAutomation
  • CONDITIONCondition
Simulation

1/7 · Client data · waiting on client

Services/Pendirian PT/Workflow
Pendirian PTv3 · Published
BuildSimulate
Starts when a project is created
Client data
Client · 3 business days
SLA paused
Document verification
QA Reviewer · 1 business day
Approval
Operations Lead · 1 business day
Approval outcome
SERVORA · Instant
ON_APPROVEDContinue
Processing
Legal Staff · 5 business days
Completion
SERVORA · Instant
ON_REJECTEDReturn to client
Return to client
Client · 2 business days

Back to Document verification after re-upload

Current stepClient data
Assignee
Client
SLA
3 business days
ON_ENTER
Send intake form to client
ON_COMPLETE
Request documents
Projects keep the version they started with

  • Six step types

    Tasks, documents, approvals, client actions, automations and conditions — each behaves the way that kind of work should.

  • Conditional branches

    Route work on the outcome. ON_APPROVED continues the project; ON_REJECTED sends it back to the client.

  • SLA per step

    Set targets in business days. Steps that wait on the client pause the clock automatically.

  • Automation on enter and complete

    Notify the client, assign tasks or create compliance items the moment a step starts or finishes.

  • Immutable published versions

    Publishing creates a new version. Projects keep the version they started with.

Project tracking

Know exactly where every project stands.

Progress, current step, owners, documents and SLA on one page. When a manager or client asks “where are we?”, the answer is already there.

Progress you can trust

Calculated from completed workflow steps, not typed in by hand.

SLA with context

Deadlines in business days, with time paused while waiting on the client shown openly.

Projects/PRJ-000123 · PT Maju Bersama
PRJ-000123·Company establishment
Pendirian PT
PT Maju Bersama
In progressOn track
Progress
0%
4 of 8 steps done
Deadline
28 Oct 2026
6 business days left
Current step
Draft Akta
Consultant · Andi Pratama
Team
Andi Pratama
Project owner
  1. Client data intake
    Client action · Client
    1 Oct
  2. Document collection
    Document · Client
    6 Oct
  3. Document verification
    Document review · QA Reviewer
    8 Oct
  4. Company name reservation
    Task · Legal Staff
    13 Oct
  5. 5
    Draft Akta
    Task · Consultant
    Due 21 Oct
  6. 6
    Client approval
    Approval · Client
    23 Oct
  7. 7
    Ministry & NIB registration
    Task · Legal Staff
    27 Oct
  8. 8
    Completion & handover
    Automation · SERVORA
    28 Oct
SLAOn track
6 days
business days left · due 28 Oct 2026
8 of 14 usedBusiness days
Paused 1 day while waiting on client
Re-upload of Surat Keterangan Domisili · 15 Oct
Current step
Draft Akta · due 21 Oct
Next
Client approval
Calendar
Mon–Fri · 09–17
Gate: all documents approved

Documents

Stop chasing documents.

Request exactly what each step needs, review it next to the project it belongs to and let every decision trigger its own follow-up — for your team and for the client.

  • Requirements come from the workflow

    Each service step lists the documents it needs, so clients are asked for the right files at the right time.

  • Versions, never overwrites

    Every upload is kept as a new version with who sent it and when.

  • Rejections the client can act on

    A reason travels with every rejection and appears in the client portal next to an upload button.

  • Approvals move the work

    Approving a gating document completes its workflow step and activates the next one.

Review in context

One decision. Every follow-up handled.

Reject a document and SERVORA records the reason, creates the client action, notifies the client and pauses the SLA — in that order, each with a timestamp.

Choose Approve or Reject to see what happens next.

SKD_Maju_Bersama_v1.pdf1.2 MBSample data
Review
Reviewer: Rizky Hidayat
Under review
Document
Surat Keterangan Domisili
Client
PT Maju Bersama
Project
PRJ-000123 · Pendirian PT
Version
V1 · uploaded by client

Approving completes “Document verification”.

What happens next
Triggered automatically by the decision
0/4
  1. Waiting for a decision

SLA monitoring

Never wonder what’s late again.

Every step carries a deadline measured in business time. SERVORA shows what is on track, warns before something slips and tells the right manager who to move.

Preview SLA state

  • Business-day calendar

    Deadlines count working hours only. Evenings, weekends and public holidays are left out.

  • Paused while waiting on the client

    When a step needs the client, the clock stops and resumes when they respond — so your team is measured on its own work.

  • Warned before it is late

    When less than 20% of the window remains, the owner and their manager are notified with one click to reassign.

Client portal

Give clients visibility without giving them complexity.

Clients see where their service stands, what is needed from them and what happens next. Everything they do in the portal lands in your team’s workspace the moment it happens.

Mobile-first for clients

Designed for the phone your client already uses. No training, no manuals.

One shared source of truth

Uploads, approvals and confirmations update projects, documents and activity instantly.

Only what clients should see

Internal notes, tasks and reviews stay inside your workspace.

Try it: complete an action in the client portal.

PT ABC Indonesia

Monday, 14 September

Good morning, ABC Indonesia

Action required · 3 items

Complete these to keep your service moving.

  1. 1

    Upload NPWP

    Due tomorrow

  2. 2

    Approve Draft Akta

    Due in 3 days

  3. 3

    Confirm company address

    Due in 5 days

Step 4 of 8

Pendirian PT

Needs your input

Recent activity

  • Andi shared Draft Akta Pendirian2h
  • Company name reservedYesterday
  • KTP Direktur approvedMon

Client action center

What does the client need to do right now?

Every open request becomes one clear action with one button. No long email threads, no guessing which file is still missing.

3Action required · 3 items
  • 1

    Upload document

    Requested files with the exact format your team needs.

  • 2

    Approve document

    Review a draft and approve or request changes in one place.

  • 3

    Confirm information

    Verify details before they go into an official submission.

For your clients

From chasing updates to knowing exactly where things stand.

Before

Rina · PT ABC Indonesia

“Pak, sudah sampai mana?”

WhatsApp · 21:47

Halo Pak, ada update?08:12

Status lives in someone’s head. Every update is a manual reply.

With SERVORA
Client portal · always current

Your service is currently at Step 4 of 8.

Now: Draft AktaNext: Client approval

Clients check progress themselves, any time, without interrupting your team.

See the client portal with your own services.

We’ll walk through how your clients would upload, approve and track progress.

Book a DemoExplore Platform

Compliance & renewals

The relationship doesn’t end when the project does.

When a service is delivered, SERVORA keeps the licences and certificates it produced on the client’s profile — and tells both your team and the client well before anything expires.

  1. 01Project completed

    Sertifikasi Halal delivered

  2. 02Business profile

    Certificate stored on client record

  3. 03Compliance

    Expiry monitored automatically

  4. 04Renewal

    Renewal starts before it lapses

Expiry monitoring

Automated reminders at 90, 60 and 30 days

Sertifikat Halal · CV Sejahtera Food

Expires 17 Oct 2027

365days remaining

Valid

  1. 90 days19 Jul 2027

    Scheduled

    Email

    Your Halal certificate expires in 90 days

    To: CV Sejahtera Food

    Portal notification

    Your Halal certificate expires in 90 days — start renewal

  2. 60 days18 Aug 2027

    Scheduled

    Email

    Reminder: 60 days left on your Halal certificate

    To: CV Sejahtera Food

    Portal notification

    Renewal documents requested — 2 items to upload

  3. 30 days17 Sep 2027

    Scheduled

    Email

    Final reminder: Halal certificate expires in 30 days

    To: CV Sejahtera Food

    Portal notification

    Renewal in progress — your team is preparing the submission

Every tracked licence and certificate across your client base, grouped by what needs attention.

  • Valid
  • Expiring soon
  • Expired
  • Renewal in progress

SERVORA tracks validity dates for operational follow-up. It does not certify compliance — confirm validity with the issuing authority.

Recurring business

One client does not have to mean one transaction.

Each delivered service reveals what the client will need next. SERVORA keeps that history in one profile, so your team can offer the right service at the right time.

PT Maju Bersama · one client profile, many services

Sample client

  1. Establishment

    Pendirian PT

    Completed

  2. Licensing

    NIB & Perizinan Usaha

    Completed

  3. Certification

    Sertifikasi Halal

    Completed

  4. Compliance

    Expiry monitoring

    Monitoring

  5. Renewal

    Before it lapses

    Upcoming

  6. Additional services

    Pendaftaran Merek

    Next service

Unlock recurring client relationships.

Turn completed projects into ongoing relationships.

See how compliance monitoring and renewals would work across your client base.

Book a DemoExplore Platform

Intelligence

Add intelligence to the work behind every service.

SERVORA’s AI works from the data already in your workspace — projects, documents, activity — to draft, suggest and summarise. Your team reviews and decides. Nothing reaches a client without a person approving it.

AI Progress SummaryEarly access

PT Maju Bersama · Pendirian PT · PRJ-000123

  1. 01Your data

    Drafted from

    • Current stepDraft Akta · step 5 of 8
    • DocumentsKTP Direktur approved · NPWP under review
    • Open client actionRe-upload Surat Keterangan Domisili
    • SLAOn track · due 28 Oct 2026

  2. 02AI

    • Read 4 project records
    • Drafted a plain-language update
    • Flagged 1 open client action

    Output is a suggestion, not a decision.

  3. 03Recommendation

    Draft update to client

    Suggested · needs review

    To: PT Maju Bersama · client portal

    Your company establishment is progressing on schedule. The notary is preparing the Draft Akta Pendirian, and your KTP Direktur has been approved.

    One item needs your attention: please re-upload the Surat Keterangan Domisili — the previous file was not readable.

  4. 04Human review

    Andi Pratama

    Reviewer · Consultant

    Not sent · waiting for review

Grounded in your workspace

Suggestions show the records they came from, so reviewers can check them quickly.

A person always decides

Drafts stay internal until a team member edits and approves them.

Traceable

Approvals are logged with who reviewed what, and when.

What we’re building

Availability is labelled on each capability.

  • In development

    AI Document Assistant

    Checks uploaded files against the requirement — readable, complete, correct document type — before a reviewer opens them.

  • In development

    AI Service Recommendation

    Suggests the likely next service for a client based on their profile and completed work.

  • Early access

    AI Progress Summary

    Drafts a plain-language progress update from project activity for your team to review and send.

  • In development

    AI Compliance Assistant

    Highlights upcoming expiries and missing renewal documents across your client base.

  • In development

    AI Knowledge Assistant

    Answers internal questions from your own service templates and SOPs.

Solutions

One platform. Many service businesses.

Every service business runs on the same pattern: a client, requirements, documents, review, work, approval and delivery. SERVORA models that pattern once, and you configure it for the services you sell.

Example workflow · Legal

Pendirian PT

From client onboarding to document completion.

Core focus today7 stages

Today

Legal & Business Services

On the roadmap

  • Accounting
  • Tax
  • HR
  • Insurance
  • Consulting
  • Professional Services

One operating layer for service businesses.

SERVORA is built first for legal and business services. The workflows above show how the same engine is designed to extend to other service businesses.

How it works

From the way you work today to a system that runs it.

SERVORA starts from the services you already deliver. Describe them once, and every new client engagement follows the same clear, trackable process.

  1. Define your service

    Turn a service you sell into a template — its steps, required documents and target delivery time.

  2. Configure your workflow

    Set the order of work, who owns each step, where reviews happen and when the client needs to act.

  3. Invite your team and clients

    Give every person the access their role needs — from owner and QA reviewer to the client in the portal.

  4. Run and improve every process

    Track delivery against SLA, see where work slows down, and refine the template for the next client.

Business impact

What changes when service operations run on one system.

The value is not another dashboard. It is fewer questions, fewer handovers lost between tools, and a service your clients can see progressing.

Cause and effect

Fix the cause, and the outcome follows.

Every outcome below comes from replacing a manual habit with a structure the whole team works inside.

  • Today: Manual follow-up. In SERVORA: Workflow automation. Outcome: Better visibility, Less manual follow-up.
  • Today: Scattered files. In SERVORA: Document requests & review. Outcome: Faster document collection.
  • Today: Unclear ownership. In SERVORA: Assigned steps & roles. Outcome: Clear accountability.
  • Today: Everyone’s own method. In SERVORA: Service templates. Outcome: More consistent service delivery.
  • Today: “Any update?” messages. In SERVORA: Client portal. Outcome: Better client experience.
  • Today: Expiry dates in spreadsheets. In SERVORA: Compliance monitoring. Outcome: Structured compliance, More recurring service opportunities.

Management value

From operational noise to management clarity.

Owners and operations leads see the state of every engagement without calling a meeting: what is at risk, where work is waiting and who is carrying too much.

Management doesn’t need another spreadsheet. They need a source of truth.

  • Risk before it is late

    Projects approaching their SLA surface before the deadline passes.

  • Where work is waiting

    Separate what sits with your team from what sits with the client.

  • Workload based on facts

    Balance assignments using open projects and tasks, not impressions.

Team value

Your team stops chasing answers and starts delivering.

The questions that interrupt a service team every day already have answers — they just need a place to live. In SERVORA, each one is part of the task itself.

Answers depend on who is online.

Team chat0 open questions
  • Andi · 09:12
    Where is this document?
  • Dewi · 11:40
    Who owns this task?
  • Sari · 16:05
    Did the client approve?
TaskDraft Akta Pendirian

Why SERVORA

Built for the part of the business other tools leave open.

CRM, ERP and spreadsheets each do their own job well. None of them was designed to run the delivery of a client service from first document to final approval — that is the gap SERVORA fills.

Where each tool sitsAcross the client lifecycle, and between your business and your clients.
  • CRMRelationships before the sale
  • SpreadsheetsAd-hoc tracking in the gaps
  • ERPFinance, accounting & resources
  • SERVORADelivery of client services — the operating layer between your business and your clientsWorkflowDocumentsSLAClient portalCompliance
  • Designed for it
  • Partly covered
  • Manual or out of scope

  • SERVORAService operations

    Workflow
    Service workflows with steps, owners and reviews (Designed for it)
    Documents
    Requests, review, versions and approval (Designed for it)
    SLA
    Tracked per project and per step (Designed for it)
    Client portal
    Built in — progress, requests and approvals (Designed for it)
    Service templates
    Reusable template per service line (Designed for it)
    Compliance
    Expiry monitoring and renewal follow-up (Designed for it)
    Client experience
    Visible progress across the whole delivery (Designed for it)

  • Generic CRMSales & relationships

    Workflow
    Sales pipeline focus (Partly covered)
    Documents
    Attachments on records (Manual or out of scope)
    SLA
    Possible with heavy customization (Manual or out of scope)
    Client portal
    Often an add-on, sales or support oriented (Partly covered)
    Service templates
    Product catalogue focus (Partly covered)
    Compliance
    Not a typical focus (Manual or out of scope)
    Client experience
    Strong before the sale (Partly covered)

  • ERPFinance & resources

    Workflow
    Transactional approvals (Partly covered)
    Documents
    Finance and purchasing documents (Partly covered)
    SLA
    Not a typical focus (Manual or out of scope)
    Client portal
    Rarely client-facing (Manual or out of scope)
    Service templates
    Item and resource structures (Partly covered)
    Compliance
    Financial and regulatory reporting (Partly covered)
    Client experience
    Invoices and statements (Manual or out of scope)

  • SpreadsheetAd-hoc tracking

    Workflow
    Manual status columns (Manual or out of scope)
    Documents
    Links to shared folders (Manual or out of scope)
    SLA
    Manual date formulas (Manual or out of scope)
    Client portal
    Shared files only (Manual or out of scope)
    Service templates
    Copied from the last project (Manual or out of scope)
    Compliance
    Expiry dates tracked by hand (Manual or out of scope)
    Client experience
    Depends on who replies (Manual or out of scope)

Most service businesses keep their CRM, accounting system and a few spreadsheets. SERVORA is designed to sit alongside them and run the delivery work in between.

Enterprise readiness

Built for serious operations.

SERVORA is designed as shared infrastructure for many organizations at once. Isolation, permissions and traceability are part of the platform itself, not settings added later.

Product architecture

One platform, a set of focused engines.

Every screen your team and your clients use runs on the same engines and the same foundation of tenancy, audit and events.

Select an engine to see what it connects to.

  1. 01Experience

    • Team appFor your team
    • Client portalScoped to one client
    • REST APIOpenAPI

  2. 02SERVORA platform

    Authenticated access · Membership → organization scope → permission check

    • Turns a service into a repeatable sequence of steps, owners and approvals that every project follows.

      • Services are modelled as configurable workflows.
      • Published versions are immutable; running projects keep their version.
      • Step changes raise events for SLA timers and notifications.

  3. 03Foundation

    • Tenancy & accessRBAC
    • Private storageSigned links
    • Audit trailAppend-only
    • Outbox & eventsReliable delivery

  4. 04External systems

    • EmailAvailable
    • ERPRoadmap
    • AccountingRoadmap
    • PaymentRoadmap
    • WhatsAppRoadmap
  • org scope · membership

    Multi-tenant

    Every organization is isolated: its scope comes from the signed-in membership, never from request input, and another tenant’s records simply return not found.

  • 5 system roles

    Role-based access

    Owner, Admin, Consultant, QA and Client roles ship with the platform, so each person sees and does only what their role allows.

  • append-only

    Audit trail

    Approvals, status changes and permission updates are written to an append-only trail and shown on each record’s activity timeline.

  • no public URLs

    Secure document handling

    Files live in private storage with checksums and version history, and are downloaded only through short-lived signed links.

  • REST · OpenAPI

    API-ready

    A REST API documented with OpenAPI, with idempotent write endpoints so retries from your systems never create duplicates.

  • versioned

    Configurable workflows

    Model each service as a workflow; published versions are immutable, so projects already running keep the rules they started with.

  • modular engines

    Scalable architecture

    Independent engines for workflow, documents, SLA and notifications share one tenancy and access foundation, so capacity grows without re-platforming.

  • health · metrics · traces

    Observability

    Health checks, metrics and distributed tracing let operators see how the platform behaves before customers notice anything.

  • resource.action

    Permissions

    Access is expressed as resource.action permissions, and client portal users are always scoped to their own client’s records.

Security

Your operational data deserves serious protection.

Client files, approvals and deadlines are sensitive. SERVORA keeps them contained to your organization, visible to the right people, and traceable after the fact.

  • Access control

    Every request is checked against the signed-in user’s role before anything is read or changed.

  • Tenant isolation

    Your organization’s scope comes from your membership, not the request. Records from other organizations are never returned.

  • Audit trail

    Approvals, role changes and document access are recorded in an append-only log you can review.

  • Private documents

    Files are stored privately with checksums and versions, and shared only through links that expire within minutes.

  • Secure authentication

    Passwords are hashed with Argon2id. Sessions use short-lived access tokens with rotating refresh tokens and reuse detection.

  • Controlled permissions

    Permissions are granular resource.action rules, and client portal users only ever see their own client’s work.

Read the security overview
Audit trail
Append-only

  • Sari Wulandari approved KTP Direktur

    PRJ-000123

    10:42

  • Role changed: Rizky Hidayat → QA Reviewer

    Andi Pratamarole.update

    10:17

  • Signed download link issued NPWP Perusahaan

    Systemexpires in 5 min

    09:58

  • Access denied PRJ-000131

    Client portaloutside client scope

    09:31

  • Signed in Refresh token rotated

    Dewi Anggrainisession

    08:05
Permissions
resource.action
Sample permission matrix for five roles and four actions
ActionOwnerAdminConsultantQAClient
View projectAllowedAllowedAllowedAllowedAllowed
Approve documentAllowedAllowedNot allowedAllowedNot allowed
Manage workflowAllowedAllowedNot allowedNot allowedNot allowed
View client portalAllowedAllowedAllowedNot allowedAllowed

Illustrative defaults. Clients see only their own projects.

Integrations

Works with the systems you already use.

SERVORA is the operating layer for client services, not a replacement for your finance or ERP stack. Connect it through the API today; dedicated connectors are being planned with design partners.

Available today

  • REST APIAvailable

    OpenAPI-documented endpoints with idempotent writes, for syncing clients, projects and statuses.

  • Email notificationsAvailable

    Status updates, document requests and reminders delivered reliably through the outbox.

On the roadmap

  • ERP
  • Accounting
  • Payment
  • WhatsApp
  • Cloud storage

Roadmap items are not commitments. If a connector matters to your operation, tell us during a demo.

Product tour

Walk through SERVORA, screen by screen.

From the morning overview to the renewal reminder: the same screens your team and your clients use. Every company, person and number shown is fictional.

  1. 01 · Overview

    Start the day with what needs attention.

    The overview brings the whole operation into one view, so leads and managers see where to step in before anyone has to ask.

  2. 02 · Clients

    Every client as a complete business profile.

    Contacts, services, projects, documents, activity and compliance live on one record that outlasts any single engagement.

  3. 03 · Projects

    Know exactly where a project stands.

    Progress, the current step, the SLA and every task and document sit on one page, for the team and for whoever picks the work up next.

  4. 04 · Workflow

    Run the process you designed.

    Each service follows a published workflow with owners, required documents, approvals and branches for what happens when something is rejected.

  5. 05 · Documents

    Review documents with the context to decide.

    Reviewers approve or reject with a reason. SERVORA then asks the client for a new version, notifies them and pauses the SLA.

  6. 06 · Client portal

    Clients see progress and act in one place.

    The portal shows clients which step their service is on and exactly what they need to do next, on any device.

  7. 07 · Compliance

    Keep the relationship going after delivery.

    Licences and certificates from completed work are tracked to expiry, with reminders that open the conversation about renewal.

Deployment

One platform, shaped around how you operate.

The same architecture — tenants, roles, templates and portals — supports several ways of putting SERVORA to work. We agree the right model with you during onboarding.

  • Internal operations

    Run your own service delivery on SERVORA.

    Fits

    Service firms that want one operating system for their team and clients.

    • Your services as templates
    • Your team and clients in one workspace

  • SaaS

    Start quickly on the hosted, multi-tenant platform.

    Fits

    Growing teams that want to begin with one service line and expand.

    • No infrastructure to manage
    • Updates delivered continuously

  • Enterprise

    Operate several companies or business units on one platform.

    Fits

    Groups with multiple entities, stricter access and security requirements.

    • Separation per company
    • Security and deployment agreed together

  • White-label

    Offer service operations to your own network under your brand.

    Fits

    Associations, franchises or firms that serve partner offices.

    • Your brand in the client portal
    • Tenants for each partner

Availability of each model is discussed per operation during onboarding.

Design Partner Program

Built alongside real service operations.

SERVORA is being shaped and validated with the people who run client services every day. Instead of guessing how a licensing, certification or reporting engagement should work, we build it together with operators — and let their workflows decide what the product does next.

Current focus

Legal & business services

Then accounting, tax, HR and other service operations

Apply as a design partner

Case studies will be published as design partners go live, with their permission.

Program brief

How a design partnership works

Accepting applications

What partners get

  • Early access

    Use SERVORA in your operation ahead of general availability.

  • Direct influence on the roadmap

    Your workflows and feedback shape what we build and in which order.

  • Hands-on onboarding

    We configure your first services and templates with your team.

What we ask

  • Real workflows

    Share how your services actually run, including the messy parts.

  • Regular feedback

    Short, recurring sessions on what works and what does not.

How it runs

  1. 1Fit conversation
  2. 2Map your first service
  3. 3Guided onboarding
  4. 4Feedback cycles

Pricing

Let’s talk about your operation.

Every service business runs differently — the number of service lines, clients, team members and compliance needs all shape the right setup. We scope SERVORA with you instead of forcing a plan.

Book a Demo

Indicative packaging — Final pricing is agreed per operation, after we understand your services.

  • Pilot

    Scope

    One service line

    Teams validating SERVORA on a single, well-understood service.

    Discuss a pilot

    Typically includes

    • One service line configured
    • Guided setup of your first workflow
    • Document requests and review
    • Core team workspace

  • Growth

    Scope

    Multiple service lines

    Service firms bringing more services and their clients on board.

    Discuss Growth

    Typically includes

    • Multiple services and templates
    • Client portal for your clients
    • SLA tracking per project
    • Team workload overview

  • Business

    Scope

    The full operation

    Established operations that need control, compliance and reporting.

    Discuss Business

    Typically includes

    • Advanced workflows and approvals
    • Compliance and renewal monitoring
    • Management reporting
    • Granular roles and permissions

  • Enterprise

    Scope

    Multiple companies

    Groups, networks and organisations with specific requirements.

    Talk to Sales

    Typically includes

    • Multi-company operation
    • SSO and advanced security requirements discussed
    • Deployment model agreed together
    • Dedicated support contact

Every conversation starts with a walkthrough of how your services run today.

FAQ

Questions teams ask before they switch.

Straight answers about what SERVORA is, what it does today and what it does not do.

Have a question that isn’t here?

Tell us how your services run today and we’ll answer with your operation in mind.

Talk to Sales

Get started

Ready to bring clarity to every client service?

See how SERVORA can transform the way your team delivers services.

Let’s show you what SERVORA can do.

Book a DemoTalk to Sales
  • Walkthrough built around your services
  • No commitment required
  • Honest view of fit