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Tech solutions for professional services

Client management, time tracking, and billing automation for law firms, consultants, accountants, and service businesses. Track time, bill accurately, know profitability. Built with AI, so it is live in days rather than months.

Schedule consultationView all industries
Fixed price
from $400
Delivery
2 to 10 working days
If not live in 10 working days
We work for free

Professional services challenges

Billable hour leakage

Partners and associates forget to track time. Time gets entered late and incompletely. Small tasks add up to significant unbilled hours every month.

Client communication chaos

Client conversations scattered across email, phone, texts, and in-person meetings. No single view of client relationship. Important details fall through cracks.

Project profitability unknown

You invoice clients, but do you know which projects actually made money? Time overruns go unnoticed until its too late. Fixed-fee projects become money losers.

What each one costs you

Billable hour leakage

  • 10-15% of billable hours never captured
  • Thousands in revenue lost per professional per year
  • Inaccurate project profitability calculations
  • Client disputes over invoiced time

Client communication chaos

  • Staff waste time searching for client history
  • Missed follow-ups damage relationships
  • New team members have no context
  • Client satisfaction suffers

Project profitability unknown

  • Unprofitable clients consuming resources
  • No data for pricing future projects
  • Scope creep undetected until invoice
  • Partners flying blind on firm profitability

What we build for professional firms

Client & matter management

Complete client records with all matters, communications, documents, and billing history. Every team member has full context instantly.

Outcomes

  • Complete client history in seconds
  • Seamless team handoffs
  • No information lost when staff leave
  • Better client relationships

What's included

  • Client profiles and contacts
  • Matter/project tracking
  • Communication timeline
  • Document management
  • Related party tracking

Professional services we support

Law firms

Matter management, conflicts, trust accounting

Consulting

Project tracking, resource allocation, proposals

Accounting

Client management, engagement letters, deadlines

Architecture/engineering

Project phases, deliverables, client approvals

Professional services packages

Three sizes, each with a fixed price range and a fixed delivery time. We confirm the exact figure in writing before work starts.

Professional Starter

$400 – $700
Live in 2–3 working days

Solo practitioners and small firms (1-5 professionals)

  • Client and matter CRM
  • Basic time tracking
  • Invoice generation
  • Document storage
  • Email integration
  • 3 workflow automations
Show all 9
  • Standard reports
  • Training (2 sessions)
  • 90-day support
Get a fixed quote
Recommended

Professional Growth

$700 – $1,200
Live in 3–6 working days

Growing firms (5-25 professionals)

  • Everything in Starter, plus:
  • Advanced time tracking (timer, email)
  • Document automation
  • Client portal
  • Matter profitability tracking
  • Resource allocation
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  • Custom dashboards
  • Accounting integration
  • Training (5 sessions)
  • 6-month support
Get a fixed quote

Professional Enterprise

$1,200 – $1,800
Live in 6–10 working days

Large firms with complex requirements

  • Everything in Growth, plus:
  • Multi-office coordination
  • Advanced workflow automation
  • Conflicts checking
  • Trust accounting integration
  • Business development tracking
Show all 10
  • Custom API development
  • Executive reporting suite
  • Dedicated success manager
  • Quarterly optimization
Get a fixed quote

Fixed scope, fixed price, fixed date. Live in 10 working days, or we keep working for free.

Prices and delivery for the other services are on the pricing page. See all prices

Service-business work we can show you

Nemmadi · Zoho CRM + Zoho FlowEnd to endbooking to invoice, with no manual invoicing

An inspection business automated from booking to invoice

Bookings, dynamic inspection checklists and invoicing run end to end in Zoho CRM and Zoho Flow with no manual steps.

Read the case study

Professional services solutions

Zoho CRM implementationClient and matter managementWorkflow automationDocument and billing automationSEO servicesLocal search and lead generationWebsite developmentProfessional firm websites

Ready to modernize your professional practice?

Schedule a free consultation. We'll discuss your firm's challenges and the systems that fit a professional services organization like yours.

Schedule consultationBack to all industries

Better time tracking. Accurate billing. Profitable projects.