Software that bills the hours, not the busywork
For legal, accounting, consulting, agencies, real estate, insurance, and recruiting firms — we build client portals, case and matter systems, billing, and workflow automation that free your people to do the work clients pay for.
- 7+ Firm types we build for
- Less admin More billable hours
- Integrated Wired into your stack
- 100% Code & IP you own
Billable talent, stuck on admin
Your people are the product. Every hour they spend fighting tools is margin walking out the door.
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Manual busywork
Intake, data entry, and document prep swallow hours that should be billable.
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Spreadsheet sprawl
Client data scattered across files and tools, with no single reliable view.
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Billing leakage
Untracked time and clunky invoicing quietly shave points off every engagement.
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Fragmented tools
CRM here, docs there, billing somewhere else — nothing talks to anything.
One category, many kinds of firm
Different work, same core need: less manual overhead, cleaner client experience, and systems that scale with headcount.
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Legal
Matter and case management, client portals, and document automation for firms.
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Accounting & finance advisory
Client onboarding, workflow, and reporting that scale past spreadsheets.
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Consulting
Engagement, resourcing, and deliverable tracking across every project.
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Agencies & marketing
Project pipelines, approvals, and client dashboards in one place.
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Real estate
Listings, transactions, and client management wired into your tools.
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Insurance
Quoting, policy, and claims workflows that cut manual handling.
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Recruiting & HR firms
Candidate pipelines, matching, and placement tracking end to end.
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Field & other services
Scheduling, dispatch, and client portals for service-led businesses.
Built for every kind of firm
Different work, same shape of problem: billable hours that never reach an invoice, and handovers held together by email. We build around how your kind of firm actually runs. If yours is not on this list, ask — we'll tell you straight whether we know your work well enough to be useful.
- Law firms & in-house legal
- Accounting, tax & advisory
- Management & technology consulting
- Marketing & creative agencies
- Real estate & property management
- Insurance brokers & agencies
- Recruiting & staffing
- Architecture & engineering
How you package the work decides how it has to be tracked. Retainers need a burn-down, fixed fee needs scope control, placement needs a trigger on the invoice. We build the model you actually sell, so the work that gets done is the work that gets billed.
- Retainer & subscription
- Project-based
- Hourly / time & materials
- Fixed-fee engagements
- Managed services
- Commission & placement
The systems a firm runs on
One tool or a connected platform — custom-built, integrated, and yours to own.
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Case & matter management
Track engagements, documents, and deadlines in one structured system.
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Client portals
Secure self-service for updates, documents, approvals, and messaging.
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Time tracking & billing
Capture every billable hour and invoice without the manual chase.
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Document automation & e-sign
Generate, route, and sign contracts and forms without rekeying.
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CRM & pipeline
Manage prospects, engagements, and renewals in a system built for your flow.
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Workflow automation
Automate approvals and handoffs so nothing stalls in someone's inbox.
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ERP & tool integration
Connect finance, docs, and comms so your stack works as one.
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Analytics & dashboards
See utilization, realization, and pipeline health at a glance.
AI that clears the busywork off your desk
We apply AI to the repetitive, document-heavy work that eats billable time — with your experts reviewing what matters.
- Production, not a demo
- You own the code, the prompts and the accounts
- Fixed price on the scope we agree
- Document intelligence Extract and structure data from contracts, forms, and filings.
- Drafting & summarization Draft first-pass documents and summarize long files for review.
- Workflow automation Route work, flag exceptions, and keep engagements moving.
- Client-facing agents Answer routine client questions 24/7, escalating when it matters.
- Forecasting & insights Predict pipeline, capacity, and revenue from your own data.
- We walk the work with you Thirty minutes on how the job actually moves today, step by step, in your vocabulary rather than ours.
- We mark where AI pays and where it does not Two or three places it would earn its keep, the places it would not, and a rough number against each.
- You keep the map either way Written up and sent over, yours to build with us, build elsewhere, or shelve. No follow-up sequence.
And if AI is the wrong tool for a step, we will say so on the call. Plenty of the work below is better done with plain software.
Why firms hesitate to build, and what we do about it
The honest objections we hear before a build, and the straight answers that get firms comfortable enough to start.
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01
“Off-the-shelf is cheaper than custom.”
Off-the-shelf works until it forces your firm to work its way. We scope tightly to the workflows costing you the most, and often integrate the tools you already have rather than replace them.
Learn more -
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“We can't disrupt live client work to switch.”
We roll out in stages around live engagements, run old and new in parallel, and cut over only once your people are trained and it's proven.
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“We've been burned by an agency before.”
You see working software every sprint, we build inside your own accounts, and everything is documented and handed over. No black box, no lock-in.
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“Our client data is strictly confidential.”
Security is designed in: least-privilege access, encryption, and audit trails, with the controls your sector and clients require. Confidential work stays confidential.
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“It won't connect to our CRM and accounting tools.”
Integration is most of the value. We connect CRM, accounting, document, and e-sign tools so data flows through one system instead of five.
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“AI feels risky for client work.”
We keep your experts reviewing what matters and apply AI to repetitive, document-heavy work with guardrails. No unchecked automation on client deliverables.
Learn more
From first call to firm-wide rollout
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01
Discovery & workflows
We sit with your people to map engagements, tools, and exactly where billable time leaks today.
A costed, prioritized plan -
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Architecture & plan
We shape a build plan and scope every integration around how your firm actually runs.
Build & integration plan -
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Build in sprints
We ship working software in reviewable slices every couple of weeks. No black box, no surprises.
Working software, every 2 weeks -
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QA & security
We test for reliability and the data protection your clients and sector expect, end to end.
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Rollout & support
We roll out firm-wide, train your people, hand over code and accounts, and stay on to extend it.
Live, owned, supported
Connected to the tools your firm already uses
Battle-tested tech and the CRM, accounting, and document tools your firm already runs on, wired into one system.
Work we’ve shipped
A few of the systems we’ve built and handed over to the companies that run them.
Every figure below is real and shared with the customer's permission. Three of the five asked not to be named, so we describe them by niche instead.
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Sports E-learning
Athletes Ocean: one platform where athletes teach and coaches buy for their teams
2,036% Net sales growth YoY 0.7s Page load, from 16.7s View case study -
Eyecare Education
A national eyecare learning academy training ~48,000 professionals
~48,000 Professionals trained 3 Enterprise portals View case study -
Jewelry
A WooCommerce store turned into a custom-ring design studio
10 Production stages on rails 2-way GoHighLevel sync View case study
Questions we hear first
Still curious? Book a discovery session and we'll answer the specifics for your firm.
We're not sure custom is worth it over off-the-shelf. Is it?
Off-the-shelf is great until it forces your firm to work its way. We scope tightly to the one or two workflows costing you the most time, so you get a system that fits — often integrating with tools you already have rather than replacing everything.
Can you connect the tools we already use?
Yes — that's most of the value. We integrate CRM, accounting, document, and e-sign tools so your data flows through one system instead of being re-entered across five.
How do you protect confidential client data?
Security is designed in: least-privilege access, encryption, and audit trails, with the controls your sector and clients require. Confidential work stays confidential.
How fast can we see something working?
We ship in sprints, so you see working software within the first few weeks — not just at the end. Most firms reach a usable first release in one to three months depending on scope.
Do we own the platform once it's built?
Completely. The code, accounts, and documentation are yours, and we train your people to run and extend it. No lock-in and no per-seat licensing to us.