Client Onboarding
When a new engagement begins, gather the agreed documents, update the CRM and prepare a complete handover for the engagement lead. Your firm approves the scope and client commitments.
Consultancies, agencies and advisory firms
Offshore Staffing for Professional Services
Keep client work moving with dedicated support for administration, finance and project coordination.
Covela recruits, employs and supports your Philippine-based team. You direct their daily work.
Our Customers
Australian industry context
1.34m
People Employed in Professional, Scientific and Technical Services
Employment at June 2025 · Australia
Map the recurring administration around your client engagements. A clear workload and review owner make a more useful brief than a job title alone.
ANZSIC Division M; broader than consulting and advisory firms. Source: ABS Australian Industry, 2024–25. Checked 15 October 2026.
Australian industry context does not establish offshore hiring demand, candidate availability or Covela results.
Work with a clear owner
What work can your offshore team handle?
Start with recurring responsibilities and the decisions your team needs to review. These examples help you define the brief.
Project Coordination
Maintain schedules, meeting actions and status reports across client engagements. Escalate missing inputs before they hold up a deadline; the project lead decides priorities.
Finance Administration
Prepare invoices, reconcile records and follow up missing billing information. Your finance lead reviews adjustments and retains payment authority.
Roles for Professional Services
Shape each role around your workload, systems and supervision. Explore a role or function, then tell us what you need covered.
Bookkeeper
Maintain transaction records and prepare reconciliations.
Explore the roleClient Administrator
Coordinate onboarding records and meeting preparation.
Explore administration rolesProject Coordinator
Track delivery actions and reporting deadlines.
Explore operations rolesCustomer Support Specialist
Keep client enquiries moving to the right owner.
Explore customer support rolesExample responsibilities for discussion, not fixed staffing packages or advertised vacancies.
Experience from Adaca
Supporting Complex Client Workflows
Adaca built an R&D claims collaboration portal for EY, connecting client information and review stages in a system subsequently adopted internationally.
This is Adaca’s software delivery experience in professional services, informing the understanding of structured client workflows behind Covela.
Read Adaca’s EY case study ↗Working together
Clear Access. Clear Approvals.
Your firm retains client advice, engagement decisions and professional sign-off. Agree confidentiality requirements and approval points for every client-facing workflow.
Your Systems and Review Points
Include your CRM, document workspace, project system and accounting software in the brief. Describe which client files the person can access and who reviews anything sent externally.
ISO 27001-Certified Operations
Covela’s staffing service is covered by ISO 27001 certification. Agree the information each role needs, the access you authorise and the review and escalation requirements before onboarding.
Discuss your information requirements ↗Your Business Leads
You set priorities, manage daily work and approve access and outputs.
Covela Supports
We handle recruitment, employment, payroll and HR. Leave, overtime requests and performance reviews come through our platform for your approval.
From Your Brief to Your Team
Our platform keeps the brief, candidate coordination and ongoing people administration together, with human support across Australia and the Philippines.
Define the Work
Set responsibilities, systems, experience and the manager who will guide the person.
Meet Candidates
We assess your brief and provide candidate profiles within 48 hours. Interviews and candidate refinement shape the hiring decision.
Start and Settle In
Agree a start date around notice periods, prepare access and introduce the person to your team’s review process.
Questions About Your Professional Services Team
Scope the role before recruitment, so everyone knows what the person will own and when to ask for guidance.
Can one person support several client engagements?
Yes, where the workload and access arrangements fit. Group recurring tasks, estimate weekly volumes and name one manager who can resolve competing deadlines.
How do we protect client confidentiality?
Map the information each task requires before granting access. Your firm sets client permissions, review rules and escalation paths; discuss these requirements during the brief.
Who manages the person’s daily work?
Your business sets priorities, gives instructions and reviews the work. Covela recruits and employs your people, handles payroll and HR, and coordinates ongoing people support.
How long does recruitment take?
We assess your brief and provide candidate profiles within 48 hours. Hiring generally takes around two weeks, assuming two to three interview rounds and candidate refinement. The person may then start immediately or up to four weeks later, depending on their notice period.
Build Your Professional Services Team
Tell us what needs doing, which systems you use and who will direct the work. We’ll help you shape the role.