Client records
One profile per client with contacts, engagements, documents and communication history.
Client work, documents and billing follow-up in order
For consultants, accountants, legal and advisory firms and agencies whose time goes to paperwork around the work itself.
Everything on this page describes proposed solutions and illustrative interfaces, not deployed products.
Where the time and money leak
- Client details, documents and conversations spread across email and drives
- Proposals created from old files and tracked loosely
- Not clear which engagements are active, waiting on the client or overdue
- Billing follow-up depends on someone remembering
- Partners lack a simple view of workload and revenue
How the work could run instead
Proposals and engagement tracking
Proposals generated from templates and tracked through sent, accepted and active, with milestones for each engagement.
Document handling
Uploads sorted into client folders, with key details extracted for review. A person approves anything that matters.
Billing follow-up
Invoices and due dates tracked with reminders to the client and a list of overdue items for the team.
Reporting
Workload, pipeline and receivables views for partners and managers.
Client portal
A secure place where clients upload documents and see status, if that suits your practice.
Modules a first version could include
- Client directory
- Proposal templates
- Engagement tracker
- Document intake
- Task reminders
- Invoice tracker
- Client portal
- Partner dashboard
These are proposed solutions for professional services firms. The linked interface is an illustrative demo using sample data. It is not a deployed product, and nothing here describes a live client system. Real builds are scoped around your own workflow.
Questions from this industry
Many can, with AI extraction. Results need human review, especially for legal, tax or financial documents.
Security approach, access control and hosting location are agreed before build. You remain responsible for your professional confidentiality obligations.
Possibly not. We can extend or connect to what you use, or build a lighter custom workflow if your tool does not fit.
Yes, by email or WhatsApp template, with consent and provider fees where relevant.
Yes. Content is yours; the system fills the structured fields and keeps the version history.
Talk through your professional services workflow
Tell us how things run today. We will say plainly what could be built, what it depends on and where a simpler fix is better.