Software for law, accounting, consulting and agency teams
Spend your hours on client work, not admin.
Proposal tracking, client portals and automated onboarding, built around how your firm works. One short call with the people who'll build it, and within two working days you get a written scope: every line item and a timeline.
- Proposals out the same day
- Clients see progress themselves
- Onboarding on autopilot
A day with your new system
Same day. Same team. Far less of it spent on admin.
TodayThe inbox is full of “any update?” emails.
With your new systemClients check the portal for status and documents themselves.
TodayLast week's proposal is still a draft.
With your new systemProposals go out the same day, from templates built around your firm.
TodayNobody followed up on Tuesday's proposal.
With your new systemThe right person gets a nudge before it goes cold.
TodayOnboarding a new client means a thirty-email thread.
With your new systemNew clients get the right forms and requests on day one.
TodayYou chase the same documents as last month.
With your new systemRequests go out on schedule. You just review what comes back.
What we'd build for you
Pick what slows you down. We'll build around it.
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Proposal and follow-up tracking
Every proposal, its status and the next follow-up, in one place.
- Designed around how you work
- A working version every week
- Yours to keep, in your accounts
Try it
See what your first version would include.
Pick what you need and the example scope fills in: every line item and how long each takes. Your real scope is written for your business and walked through with you on a call.
Timelines
How long it usually takes.
Typical ranges. Your scope comes with its own week-by-week plan, and you click through a working version every week along the way.
Questions
Questions we hear a lot.
Something else on your mind? Ask it on the call. You'll be talking to the people who'd build it.
Will our clients actually use a portal?
They will if it's simpler than email. We keep it to what they need: documents, sign-offs and where things stand.
Can it connect to the tools we already use?
Usually. Calendars, document storage and e-signature tools most often connect directly. We confirm each one before it goes in your scope.
Is client confidentiality protected?
Yes. Access is limited by role, data stays in your own accounts, and every document action is logged.
Let's build something good together.
Tell us how proposals, onboarding and documents work today. Within two working days we walk you through what we'd build and how long it takes.