Professional services
The whole client file in one place
For accounting firms, legal service providers and advisory firms. Conversations, documents, appointments and hours with the client, hosted in the Netherlands.
In practice
Sound familiar?
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The file lives in your head
Email in one folder, documents in another, appointments in your calendar. Only you see the whole.
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Hours you forget
A call here, an email there. A lot of time never lands on the client.
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Where is my data?
You want to be able to explain where your clients' data is and who can reach it.
One possible setup
Apps for professional services
Switch on what you need, and add or drop apps later.
Client file
Everything about the client, in one timeline
Email, calls, documents, appointments and hours come together with the client. Mervyn remembers preferences and agreements, so your colleague knows them too.
- One timeline across every app
- Documents in your own storage
- Preferences and agreements remembered
Trust
Data in the Netherlands, and in your own storage
Mervyn is hosted in the Netherlands and built in-house. You can keep documents in your own storage, such as OneDrive or SharePoint, and choose your own AI vendor.
- Hosting and data in the Netherlands
- Your own storage, such as OneDrive
- Roles and permissions per organisation
Questions
Professional services
Where is my clients' data?
The platform and your data are in the Netherlands. You can keep documents in your own storage.
Can I edit my documents in Mervyn?
Yes. Drive opens and edits docx and xlsx in the browser.
Can I bring my clients?
Yes. The import brings your data into Mervyn.
Sectors
Mervyn by sector
- Installation and technical services Faults, maintenance and engineers, from first report to invoice.
- IT services Service desk, telephony, knowledge base, contracts and time per client.
- Agencies Projects, capacity, time and quotes for marketing, creative and web agencies.
- Property management Tenants, repair requests and contractors, with a help centre for the usual questions.
- Cleaning and facility services Rosters per site, hours, contracts and requests from clients.
Try Mervyn in your practice
In early access we set up your clients, documents and time together.