Automate new-client onboarding, engagement letters and recurring billing so partners spend time on client work, not paperwork.
We automate the operational side of running a professional firm: new-client intake forms feed straight into engagement letters and conflict checks, time entries roll up into invoices automatically, and recurring retainers bill themselves on schedule. Every automated step is logged, so nothing gets billed (or missed) without a clear trail.
Tell us about your idea and we'll recommend the right approach.