Marketing, Websites, Automation and IT for Professional Firms, Advisors and Brokers
Breakaway helps law firms, accountants, consultants, staffing agencies, advisors, brokers and professional teams attract clients, improve follow-up and strengthen the systems behind the work.
Search or Advertisement
Generating visibility & traffic
Professional Website
Building trust & credibility
Inquiry or Booking
Connecting with the right clients
CRM and Follow-up
Organizing pipelines & automation
Internal IT Systems
Securing work on Microsoft 365
Find Support for Your Type of Business
Choose the industry that most closely matches your firm to see the problems, priorities and services most relevant to your work.
Professional Service Firms
Support for firms that rely on reputation, trust, and organized client intake processes.
Law Firms & Legal Services
Build trust before the first call and improve intake, follow-up and internal systems.
Explore law firm support →Accounting & Bookkeeping
Stay visible year-round and improve onboarding, document collection and client communication.
Explore accounting firm support →Consulting Firms
Present expertise clearly, generate qualified inquiries and create consistent follow-up processes.
Explore consulting firm support →Recruitment & Staffing
Attract top candidates and clients, and support teams working across different locations.
Explore staffing agency support →Advisors, Brokers & Property Professionals
Organize communication, improve document-heavy client workflows and support growing client pipelines.
Mortgage Brokers
Generate inquiries, improve follow-up and organize document-heavy client workflows.
Explore mortgage broker support →Real Estate Teams & Brokerages
Build local visibility, route leads quickly and support teams across multiple locations.
Explore real estate support →Financial Advisors
Strengthen professional trust, improve client communication and support reliable internal systems.
Explore financial advisor support →Insurance Brokers & Agencies
Make services understandable, support renewals and organize access to client information.
Explore insurance agency support →Don't see your industry?
We also support other client-facing professional businesses with similar marketing, website, workflow and IT needs.
Connect With UsThe Client Experience and the Systems Behind It Are Connected
Problems visible to clients are often connected to the processes, tools and ownership behind the scenes.
What clients see
- Hard to find: The firm has weak or inconsistent visibility.
- Unclear first impression: The website does not reflect the quality of the work.
- No obvious next step: Booking, consultation and inquiry paths are difficult to find.
- Slow follow-up: Prospects do not always receive a timely or consistent response.
What the team deals with
- Scattered information: Leads and client details live across inboxes and spreadsheets.
- Manual intake: Staff repeatedly chase documents, enter information and send reminders.
- Unclear ownership: Access, permissions, tasks and follow-up responsibilities are not well defined.
- Interrupted work: IT problems or disconnected vendors affect billable and client-facing time.
From the First Search to the Work Behind the Scenes
A professional website, consistent marketing, organized follow-up and reliable systems should support the same client experience. Once a prospect becomes an inquiry, the process should not break down through manual emails, forgotten follow-up, scattered information or unclear ownership.
Get Found
Potential clients discover the firm through search, paid advertising, content, social media, referrals or local visibility.
Build Trust
The website clearly explains the firm, services, experience and next steps before the visitor reaches out.
Generate an Inquiry
Clear forms, consultation paths and booking options make it easier for the right people to contact the firm.
Follow Up & Organize
CRM systems, lead tracking, reminders and automation help the team respond consistently and keep information organized.
Deliver & Protect
Microsoft 365, cloud systems, permissions, backups, cybersecurity and IT support help the team perform the work reliably.
Experience Across the Systems That Support a Professional Firm
Breakaway has supported lawyers, mortgage brokers, real estate professionals, multi-location businesses and teams working across North America.
Client growth and first impressions
- Websites and digital marketing
- Paid advertising and local visibility
- Clear inquiry and consultation paths
- Content, email and client communication
Follow-up and workflow
- CRM cleanup and implementation
- Reducing dependence on spreadsheets
- Lead routing, communication and task ownership
- Automated reminders and client onboarding
IT and business systems
- Microsoft 365, Outlook and Exchange
- SharePoint, Teams and Google Workspace
- Azure, AWS and cloud systems
- Accounts, permissions, backups and recovery
A Clear Way to Get Started
Engagement can be project-based or ongoing, with a transparent process from the first conversation.
Start the Conversation
Tell Breakaway what is working, what needs attention and what the business is trying to improve.
Review the Current Setup
Breakaway reviews the relevant marketing, website, workflow or IT environment.
Get a Custom Proposal
The client receives clear recommendations, scope and pricing, with no commitment until the proposal is approved.
Let's Get to Work
Breakaway completes the project or provides ongoing support based on the approved plan.
Frequently Asked Questions
Let's Talk About What Your Firm Needs Next
Tell us what is working, what needs attention and which part of the business you want to improve first.