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Legal & Professional Services

Matters, time and compliance without the file cabinet

Practice management for solicitors, accountants and consultancies — matters, time recording, billing, documents and compliance.

  • +18%billable hours captured
  • −12 daysoff the billing cycle
  • 100%AML checks evidenced
Sound familiar?

What we hear on the first call.

  • Billable time reconstructed from memory on a Friday
  • Client documents across email, network drives and paper
  • Client onboarding and AML checks done manually
  • Deadlines tracked in individual calendars
  • WIP and realisation rates unknown until month end
The system

What we build for legal & professional services

Matter management

Files, parties, deadlines and status per matter, with a full history.

Time recording

Timers, mobile capture and automatic capture from email and documents.

Billing

Fixed fee, hourly and staged billing with disbursements and WIP reporting.

Document management

Versioned documents, templates, e-signature and secure client sharing.

Compliance

AML/KYC workflows, conflict checks, and file-review scheduling.

Client portal

Secure document exchange, matter status and online payment.

Let's talk about your legal & professional services operation.

Thirty minutes, no sales script, and a fixed quote afterwards.

Book a call