Custom client portals & practice software for legal & accounting firms.
Replace email intake, scattered documents, and billing gaps with a secure, branded client portal built around your practice — not a generic platform that fits no firm perfectly.
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What professional service firms deal with every day.
Client intake via email
Intake forms sent as email attachments. PDFs printed, signed, scanned, and emailed back. Documents arrive in inboxes and get forwarded to shared drives that no one can navigate. Every new client starts with friction.
Document chaos
Files scattered across email threads, shared drives, and local folders. No version control. No audit trail. Staff spending 30 minutes finding a document that should take 30 seconds. Compliance risk hiding in every inbox.
Billing bottlenecks
Time tracked in one tool, invoiced in another, collected in a third. Write-offs happen because no one can remember what was done. Clients receive invoices they do not understand and delay payment as a result.
A complete practice platform. Built for your firm.
Client portal
A branded, secure portal where clients log in to view their matter status, upload documents, and communicate with your team.
Document management
Organized document storage tied to each client and matter. Version history, access controls, and a clear audit trail.
Intake forms
Digital intake forms that clients complete online. Data flows directly into your client record — no re-entry, no lost PDFs.
Billing integration
Time entry, invoice generation, and online payment collection in one connected workflow. Less write-off, faster collection.
Deadline tracking
Matter-level deadline and task management. Nothing falls through the cracks. Automated reminders for critical dates.
Secure messaging
Encrypted, matter-linked communication between your team and clients. No sensitive information in email inboxes.
From discovery to launch. Fixed price throughout.
Discovery
We learn your intake process, your matter types, your billing workflow, and your compliance requirements. Every firm is different. The system is scoped around yours.
Build
Fixed price, clear timeline, regular updates. AI-assisted development keeps delivery efficient. You know the cost before a single line of code is written.
Launch
Managed rollout with staff training and data migration. Our Care plan handles ongoing updates, security patches, and feature additions as your practice grows.
Build your firm's portal.
Tell us about your practice. We will scope a client portal built around how your firm actually works.
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