Consulting firms, legal practices, accounting firms, and advisory businesses need to track time, manage clients, and preserve institutional knowledge. We build platforms that automate the busywork so your team can focus on delivering value.
Professional services firms sell expertise and time. When your systems make it hard to track either accurately, profitability suffers and scaling becomes impossible.
Time tracking and billing accuracy issues that leave revenue on the table
Document management scattered across email, cloud drives, and local folders
Client communication and project visibility gaps that erode trust
Knowledge management failures -- when people leave, expertise walks out the door
Scaling operations while maintaining the quality clients expect
Manual processes for proposals, contracts, and engagement tracking
Purpose-built time tracking that matches how your team actually works. Automated billing rules, approval workflows, and integration with your accounting system.
Intelligent document search, automatic categorization, and version control. Find any document instantly with natural language search powered by AI.
Branded client portals where customers can view project status, access deliverables, communicate with your team, and track milestones in real time.
Capture institutional knowledge in searchable, reusable formats. Automate repeatable processes like onboarding, proposals, and quality reviews.
See team capacity, skills, and availability at a glance. Optimize staffing decisions and identify underutilization before it impacts profitability.
Generate proposals from templates, route for approval, convert to contracts, and track through signature and engagement kickoff -- all in one workflow.
Time tracking with automated billing rules
AI-powered document search and retrieval
Self-service portals for transparency
Institutional knowledge in searchable systems
Book a free consultation and we will map out how custom software can automate your operations, improve client experience, and unlock growth.
Schedule Your Free Consultation