Law, accounting, wealth, engineering & architecture

Visitor management for Professional Services

Clients judge a firm in the first minute after they walk in. Give them a calm, private arrival — and give your practice manager a live, auditable record of everyone in the office, without a paper book on the counter that any client can read.

Health & safety to think about

  • Account for clients, consultants and staff in a fire drill or real evacuation — including people in meeting rooms nobody at reception can see.
  • Record the host for every visit, so a named person is responsible for each client while they are on the premises.
  • Induct contractors and site partners on your rules before they start, where your firm also runs workshops, labs or a studio.
  • Keep an arrival and departure log you can rely on for incident reviews and insurance.

Security to think about

  • A paper visitor book is a list of your clients left open on the counter. A digital record keeps one client from reading another’s name — which is what privacy law expects of personal information you collect.
  • Pre-register expected clients so they are greeted by name, and notify the fee-earner, adviser or project lead the moment they arrive.
  • Collect an NDA or confidentiality agreement at sign-in for consultants and site partners, stored against the visit.
  • Flag unwanted visitors against a watch list before they get past reception.

How EntryWatch helps professional services

Private self sign-in
Clients sign in on a reception tablet or by scanning a QR code with their own phone. Nothing is on show, and no one queues.
Host notifications
The partner, accountant or adviser hears by email, SMS, Teams or Slack the second their client signs in.
Agreements at the door
NDAs, confidentiality terms and site rules are read and accepted at sign-in, with the signed copy kept against the visit.
Deliveries
Log couriers and confidential document deliveries and tell the recipient straight away.
Evacuation roll-call
One tap turns the live register into a roll-call wardens can check off on their phones.

Frequently asked questions

Is client information kept confidential? ▾

Yes. Sign-in goes into a private record that only your staff can see, not a book anyone at the counter can flip through. You set how long visit records are kept, and older ones are purged automatically.

Do we need a receptionist? ▾

No. Clients sign themselves in on a tablet or their phone and the host is notified automatically, so it works in a shared lobby, a small studio or after hours.

Can it handle busy periods such as tax season? ▾

Yes. Pre-registered clients check in with one tap, and several can sign in at once on their own phones, so reception is never the bottleneck.

We have offices and a workshop or studio. Does one system cover both? ▾

Yes. Each site gets its own kiosk and sign-in questions, and everyone appears on one live register across all your locations.

Ready to see it on your site?

Founding customers get everything free until 2027.