The operations platform running a commercial property consultancy
ESHP is a commercial property consultancy that ran on Outlook, a shared drive and no CRM. We audited how the firm actually wins and runs work, then built the platform that now holds all of it: clients, deals, files, scheduling, time off and an AI chat layer that can answer questions across every document the firm owns.
- Client
- ESHP
- Sector
- SaaS and AI
- Relationship
- 2025 to present
- Services
- Discovery and process audit · UX and UI design · Platform development · AI and RAG engineering · Hosting and support
155
Data models
114
Console screens
3,858+
Automated tests
Cited
AI answers
01 / the problem
A successful firm running on a shared drive.
The partners knew the problem: client records in Outlook, deal history in people's heads, files scattered across an H-drive, and no single view of the pipeline. The starting point wasn't a feature list. It was a process audit of how the business operates, mapped in workshops before any build began.
Off-the-shelf CRMs didn't fit how surveyors work: deals move through regional offices, fee forecasts are probability-weighted by partner, and the firm's real asset is twenty years of documents that nobody could search.
- 01 Replace Outlook-and-spreadsheet operations with one system
- 02 Model how surveyors actually run deals and fees
- 03 Make two decades of documents searchable and useful
- 04 Meet a hard UK compliance deadline for leave and sickness tracking
02 / the solution
One platform for the whole firm, with AI built in.
We designed and built the full stack: CRM with companies, contacts and per-surveyor deal boards, a partner-level fee forecast that replicates and retires the spreadsheet it replaced, project and file management with in-browser Office editing, scheduling with calendar sync, digital signatures and a time-off module built to hit a statutory deadline.
The AI layer is the difference. Every document, deal, note and ticket is indexed into a vector store, so the team can ask questions in plain English and get answers with citations back to the source file. An agentic mode lets the same chat create and update records, not just answer.
what we delivered
The work behind the result
CRM and drag-and-drop deal pipeline
Connected cleanly to the systems the business already runs on.
Probability-weighted fee forecast with Excel and PDF export
The detail work that lifts the product above its spec.
Document management with in-browser editing
The detail work that lifts the product above its spec.
AI chat with retrieval and citations
Conversations kept inside the product, where the context lives.
Scheduling with Google and Microsoft calendar sync
Live availability, bookings and scheduling handled by the platform.
Time off and sickness tracking
The detail work that lifts the product above its spec.
Digital signatures
The detail work that lifts the product above its spec.
Role-based access down to partner level
The detail work that lifts the product above its spec.
03 / the result
From shared drive to single source of truth.
ESHP now runs on a platform shaped around its own workflows: 155 data models, 114 console screens and an AI layer the team demos by asking it real questions about live deals.
