From intake to invoice, on one system.
Client history in a CRM, time in another tool, documents in a third, and billable hours lost in between. We build one platform around how your firm takes on and delivers work.
A sample build for professional services firms
Unbilled work
23 open matters
| Matter | Unbilled | Next date |
|---|---|---|
| Chen v. Harlow | 31.5 h | Fri |
| Oakridge lease review | 12.0 h | Mon |
| Estate of D. Graves | 8.25 h | Next Tue |
| Brightline acquisition | 46.0 h | Next Thu |
A sample build with made-up data. Yours is shaped around your locations, your workflows and the tools you keep.
The stack most professional services firms run on.
Each tool does one job. None of them share what they know, so your team does the sharing by hand.
Clients & intake
Salesforce, HubSpot, spreadsheets
Client history is split across a CRM, inboxes and someone’s memory.
Time & billing
Clio, Harvest, FreshBooks
Time is entered late or not at all, and it shows up on invoices as write-downs.
Documents
Google Drive, Dropbox, SharePoint
The latest version and who can see it are both guesses.
Deadlines
Outlook, spreadsheets
Busy season runs on a tracker one person maintains.
Messages
Email, Slack, Teams, phone
Decisions live in threads nobody else can find.
Reporting
Excel, Power BI
Partners wait on someone to build the utilization report.
Compliance
Checklists, shared folders
Retention and conflict checks depend on a manual step being remembered.
What changes when it’s one system.
One source of truth per client
Every document, matter and invoice sits on the client record, so nothing lives only in someone’s inbox.
Time that makes it to the invoice
Time is recorded against the matter as work happens and flows straight into billing, so less of it is written off.
Documents and access under control
One current version of each document, and access set by role rather than by whoever shared the folder.
What the platform usually covers.
Every build starts from how you work. These are the parts most professional services firms end up with in one system.
From $497 a month. Compare plans or add up what your tools cost now.
- Clients and matters
- One record per client with every engagement, matter, contact, document, and invoice attached.
- Intake and engagement
- Intake forms, conflict checks, and engagement letters that create the client and matter in one step.
- Time and billing
- Time captured against the right matter or project and turned into invoices without re-keying.
- Documents
- Organized, access-controlled documents per client, with the version history in one place.
- Deadlines and workflow
- Tasks, due dates, and status per engagement, so busy season doesn’t live in a spreadsheet.
- Reporting for partners
- Utilization, work in progress, and billing across the firm, updated as work happens.
Questions we hear from owners like you.
Can you replace our CRM, time tracking, and billing tools at once?
Yes. Clients, time, documents and billing move into one platform, so your team stops re-entering the same client in three places.
Do you work with law, accounting, and consulting firms?
Yes. We build around the way your firm works, with matters, engagements and retainers, not generic sales-pipeline fields.
Can it handle our compliance and document retention needs?
Retention rules, access by role and a record of changes are built into the platform, so they don’t depend on someone remembering a manual step.
Do you build for law firms specifically?
Yes. Law firms feel the gap between intake, matters, time, billing, and documents most sharply. See our page on software for law firms for how one platform covers that flow.
Can we keep our accounting or tax software?
Yes. Specialist tools like general ledger, tax preparation, or payroll often stay. We unify the client, workflow, time, and billing work around them and, on Growth and Custom plans, connect what needs to talk.
How long does it take to move the firm over?
One office is typically live in four to six weeks, including moving your client data and training your team.
What does it cost?
$497/mo for one office, $1,497/mo for up to three, and from $2,997/mo for larger firms, month-to-month with no lock-in. Pricing is per plan, not per seat.
Further reading
- Software for law firms
- Software for accounting firms
- Software for consulting firms
- Law firm intake to billing in one system
- Accounting firm workflow beyond spreadsheets
- Consulting utilization tracking people actually use
- Consultant utilization rate calculator
- Law firm realization rate calculator
- A Clio alternative for growing law firms
- A Karbon alternative for accounting firms
- How much custom software costs in 2026
- Software stack cost calculator
A 20-minute intro call.
Bring the list of tools your team logs into. We’ll tell you honestly whether one platform makes sense for your business, and what it would take if it does.