Automation for Firms Where Accuracy Comes First.
CRM, billing and client reporting automation for legal, accounting and consulting firms, built to run reliably and leave an audit trail.
Book Your Free Discovery CallWhat's Actually Going Wrong.
Billable Hours Lost to Admin
Fee-earners lose chargeable time to data entry, document assembly and chasing.
Client Reporting Is Built by Hand
Portfolio or matter status updates are assembled manually from several systems every cycle.
Onboarding Varies by Who Runs It
Setup depends on who's free, so the experience and the compliance checks vary.
Invoicing Lags Behind Delivery
Time and disbursements sit uninvoiced because billing is a manual, low-priority task.
Automation Built for Scrutiny.
Firms like these can't afford a black box. Every step is logged, and human checkpoints sit wherever judgement or compliance sign-off matters.
What I Build.
CRM & Pipeline
Automation
New enquiries routed and tracked automatically, with a consistent record for every prospective client.
Document & Billing
Automation
Engagement letters, invoices and disbursement tracking generated from your practice data.
Client Onboarding
Workflows
A consistent, compliant onboarding path for every new client, same checks, every time.
Portfolio / Matter Health
Reporting
Recurring status reports pulled from live data and sent to clients on schedule.
How I'd Build This For You.
Diagnostic on Your Actual Workflow
Where fee-earner time is going that a system could absorb.
Design With Compliance in Mind
Human sign-off points built into the logic from the start.
Build & Test
Verified against real (anonymised) client data before go-live.
Handover With Documentation
Your team, and your compliance reviewers, can see exactly how it works.
Free Up Billable Hours Currently Lost to Admin.
Book a free discovery call to see where the time is going.
No obligation.
Related services.
Frequently asked questions.
Can this meet our compliance / audit requirements?+
Yes. Every automation has documented logic and a full audit trail, with human sign-off wherever regulatory approval is required.
Will clients notice a difference in service quality?+
Only for the better. Clients see faster responses and more consistent onboarding, without anything feeling automated.
Do you sign NDAs given client confidentiality?+
Yes, as standard for professional services engagements.