Industries
Practice software for CA firms that captures every billable hour
CA firms, law practices, architects and consultancies sell time and expertise. We build systems for onboarding, deadlines, time recording, billing and document exchange, so less of that time is lost to administration.
Unbilled hours and outstanding documents
Two problems arise in almost every professional firm. First, time leakage: calls, minor revisions and quick queries that never reach an invoice. Second, document chasing: the GST data, signed agreement or site photographs a client promised last week.
Straightforward systems resolve both: a time entry that takes ten seconds, a client portal with a checklist of pending documents and automatic reminders, and a compliance calendar that holds every client’s due dates.
Projects here usually draw on client portals, deadline reminders and document extraction.
What we build
What we deliver for professional firms
Client portals
Secure document upload, pending-item checklists, invoices and status updates, replacing email attachments.
Compliance and deadline calendars
Due dates by client and service, with task assignment and reminders well ahead of each deadline.
Time and billing
Rapid time entry, retainer tracking, and invoices generated from recorded time or fixed fees.
Engagement and matter management
Every client engagement with its tasks, documents, notes and team in one place.
Design considerations
What we design for in professional services
Confidentiality
- Client-level access controls
- Encrypted document storage
- Audit trail of document access
Workflow
- Recurring statutory deadlines
- Partner review and sign-off
- Integration with accounting and practice tools
Related services
Services typically involved
FAQ
Questions from partners and practice managers
Is a custom system better than practice management software?
Not always. Capable packaged practice software exists for CA and law firms. We recommend custom work where your services or workflow are distinctive, or to connect several tools you already use.
Can clients upload documents from their phones?
Yes. Client portals are mobile-friendly; documents can be photographed and uploaded directly, with reminders for anything outstanding.
How much billable time goes unrecorded each month?
Tell us how your firm tracks work today. We will recommend the simplest effective remedy.