PROFESSIONAL SERVICES
Business change governance for professional services firms.
Law firms, accountancy practices, insurance brokers and consultancies change how they work all the time: a new billing model, an outsourced back office, electronic ID checks, AI in client work. Those decisions are agreed in a partners’ meeting, confirmed by email and hard to evidence a year later, because most change management software is built for IT.
ChangeGate gives them a home. Each change is raised in the same format, assessed for risk, approved by the person accountable for it, and kept in a record no one can quietly edit.
One system for business, operational and IT change. Live in days, not months.
Who it’s for
Built for professional services firms.
Law firms, accountancy practices, insurance brokers, consultancies and similar firms share the same shape: partners or directors who decide, client data and often client money to protect, clients or a regulator who expect controls, and nobody employed to run change. ChangeGate is set up for that shape from the first day.
Firm change
The changes that reshape a firm.
Each of these touches client money, anti-money laundering checks, data protection, supervision or client service. That is why each one deserves a decision on record.
Moving back office processing to an outsourced provider, or bringing it back in house
Approving generative AI tools for client work
Replacing manual identity checks with electronic verification
Tightening payment verification after a near miss
Moving a service to fixed fees, or billing on account by direct debit
Turning advice into a fixed-scope subscription
Opening an office, or giving up a floor
Acquiring a smaller practice
Taking on clients in a new sector, or withdrawing from a client segment
Replacing the practice management system
Regulation
What your change process needs to show.
Regulators of professional firms typically expect three things of how a firm is run: effective governance, systems and controls; records that show the firm complies; and material risks that are identified, monitored and managed. A change to how the firm handles client money, verifies identity or supervises work is where those expectations are tested.
ChangeGate gives each change what they point to: an owner, an assessed risk, an approval by the person accountable for that area, and a record you can produce when asked.
Certified to ISO 27001?
Its change management control, Annex A 8.32, looks for the same record.
Changing how personal data is handled?
Make Data Protection a function on the change, approved by whoever looks after data protection, so the privacy impact is weighed before the decision.
Using ChangeGate does not by itself make a firm compliant. The firm owns its controls. ChangeGate is where they run and where their evidence is kept.
Roles
The right people approve the right changes.
Every firm is run differently, so the roles in ChangeGate are set up to fit yours. During onboarding we help you decide who sponsors it, who runs it day to day and who approves which kinds of change. Some choices are obvious, such as who approves changes to client money or data protection; others we work out with you.
Set-up
Set up in your firm’s own words.
Name your own business functions, such as Client Money / Accounts, Client Onboarding / AML, Data Protection, Information Security and Client Service, and your own offices. Mark the functions that are critical to the firm. Every change says which it touches, so whoever looks after compliance sees the change to ID checks, and whoever looks after data protection sees the change to data handling.
Benefits
Know whether the change paid off.
Billable hours freed, cost to serve, cash saved. ChangeGate’s benefit analysis records how each figure was reached and checks it again at the post-implementation review, so the partners see realised benefit beside the forecast, and the next business case is judged on the last one’s results.
Audit trail
A record that holds up.
Every entry in the audit trail shows who acted, when, and from which account. Entries are chained, so a missing or altered entry shows, and no user can edit or delete them. The evidence pack for any change is one export: the decision, the approvals, the risks and how they were treated, the plan and the full trail.
One system
One system for every kind of change.
The same record runs the firm’s operational and IT changes too, so a new billing model and the system change behind it sit side by side.
Demonstration
See it on a firm like yours.
Every demonstration is tailored to your industry and your firm, never a generic tour: the changes you actually make, the people who decide them, and the evidence your clients and regulator expect. You see how ChangeGate would fit the way you work before you commit to anything.
Partners
Advise professional firms? Work with us.
If you advise firms on risk, security or operations, and your clients are being asked to govern business change, ChangeGate can sit inside your service. Introduce a client, deliver the implementation yourself, or run the governance on the firm’s behalf.
Become a partner
FAQ
Questions professional firms ask.
See how a professional firm governs change in ChangeGate.
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