Built for professional firms.
A deadline cannot depend on someone remembering it.
A document sits in an inbox, not the file it belongs to. A client asks where their case has got to, and the honest answer is “let me check three places”. A deadline gets missed not because nobody knew about it, but because it lived on a sticky note rather than anywhere it could be tracked.
In a firm where every answer needs to be traceable, that is not a small thing.
What we build
Bookkeeping and invoices raises client billing from work already logged, never typed twice. Reports and meetings build the numbers into a pack before the meeting that needs them. Systems and agentic AI makes every document and email searchable, and points every answer back at the page it came from. A website reads as the firm you actually are. It works alongside tools you already use, like Microsoft 365 and your case management software.
How it works
Show us
A few minutes on how a case, a document or a deadline currently moves through the firm.
We build it
You see a case tracked end to end, with every answer pointing back at its source, before a real client sees it.
It runs
Billing raises itself from logged work. Reports build themselves before the meeting. A deadline tracks the same way for every file.
What changes
Before, a client chased you for an update, because nobody had one to give without checking three places. After, one screen shows where a case stands, and the answer takes seconds.
Before, a deadline slipped because it lived in someone’s memory. After, nothing depends on memory. What is due, and to whom, is tracked the same way for every file.
Before, billing meant reconstructing a month of work from memory and a diary. After, the bill is built from what was actually logged.
Who it suits
It suits a solicitor’s practice as much as an accountancy firm, a chambers or a smaller advisory practice. It joins up with whatever case management software the firm already runs, rather than asking anyone to replace something that works. A two-partner practice and a firm with several departments both get a system sized to them.
See it, then talk to us
See a professional firm built this way in the work, or book a 15-minute call and tell us how cases move through your firm now. Rather start with your own website first? Run the free check and see what it is costing you.