Industries

Custom software for professional services firms

Legal, finance, accounting, consultancies, and agencies run on documents, deadlines, and client trust. We build the portals, matter systems, billing tools, and AI assistants that fit your practice instead of forcing your practice to fit the software.

Matter 2214 · Supply agreement Clause 14.2 · liability cap flagged for review AI summary drafted Lawyer approves 2:40 billed to Matter 2214 auto-log
AI-poweredPractical AI
CloudAny device
MobileOn the move
DesktopRuns offline
The challenge

Where firms lose time and margin

Work scattered across toolsMatters and engagements live half in email, half in spreadsheets, and half in a filing system nobody fully trusts. Finding the current version of anything takes longer than it should.
Manual admin eats billable hoursTime capture, document assembly, and status updates get done by hand. Every hour spent chasing files or rekeying data is an hour you cannot bill or bank.
Clients want visibility you cannot giveClients expect to see progress, share documents, and get answers without another phone call. A generic email thread is not a client experience that wins renewals.
Off the shelf tools never quite fitPractice management suites force your workflow into their boxes. You pay for modules you never use and still bolt on spreadsheets for the parts that matter most.
What we build

What we build for professional services

AI-powered

AI document review and drafting

Assistants that read contracts, filings, and reports, surface key clauses and risks, and draft first versions from your own templates and precedents. Your team reviews and approves, so nothing goes out without a human in the loop.

Cloud

Client portals

Secure, branded portals where clients track matter progress, exchange documents, approve work, and view invoices. Fewer status calls, faster sign off, and a professional experience that reflects your firm.

Cloud

Matter and case management

A single system for engagements, deadlines, tasks, and documents, structured around how your practice actually runs. Everything tied to the right matter, searchable, and always current.

Mobile

Mobile time and expense capture

Apps that let fee earners log time, expenses, and notes from wherever the work happens. Capture billable minutes as they occur instead of reconstructing the week from memory.

Desktop

Offline desktop tools

Installable desktop applications for sensitive document work and reporting that must run inside your own environment. Full function without a constant connection, ideal where data cannot leave the building.

Automation

Billing and workflow automation

Automations that assemble documents, generate invoices from tracked time, route approvals, and chase outstanding actions. The repetitive admin runs itself while your people focus on the work clients pay for.

The tech behind it

The kinds of software we bring to this

Example project

A client portal and matter workspace for a mid sized advisory firm

A representative build. Every project is bespoke, so details vary.

Problem
A professional services firm was managing client engagements across shared drives, email chains, and a billing package that did not talk to any of them. Fee earners rekeyed the same information three times, clients called constantly for updates, and partners had no clear view of what was in progress or unbilled.
Build
We built a matter management workspace linked to a secure client portal. Engagements, documents, deadlines, and tasks live in one place. Clients log in to see progress, share files, and approve work. Time tracked against each matter flows straight into billing, and an AI assistant drafts first versions of routine documents from the firm's own templates.
Outcome
Less time lost to manual admin and version hunting, fewer status calls from clients, faster approvals, and cleaner visibility for partners over work in progress and unbilled time.
Client portalMatter managementAI drafting
Peace of mind

Built for confidentiality and control

Client confidentiality and data protection sit at the centre of every build. We design with role based access, audit trails, and encryption, and we can deploy to your cloud, a private environment, or offline on your own machines. You own the code and the data. There is no lock in to a platform you cannot leave, and sensitive information stays exactly where you decide it should.

You own everything

Full source code and intellectual property are handed to you, with no lock-in. Scope and price are agreed in writing before we start, and you work directly with the engineers building your product.

Questions

Common questions

Will this replace our existing practice management or accounting system?
Only if you want it to. We often build around what already works, integrating with your billing, accounting, or document systems so you keep what you rely on and replace only what holds you back. Where a full custom system makes sense, we plan a phased move with no gap in service.
How do you keep confidential client data secure?
Security is designed in from the start: role based access, audit logging, encryption in transit and at rest, and deployment to your chosen environment, including private or offline setups where data cannot leave your premises. You own the code and the data outright.
Is AI safe to use on legal and financial documents?
We build AI as an assistant, not an autopilot. It surfaces clauses, drafts first versions, and speeds review, but a qualified person always checks and approves the output. Your documents and templates stay within your environment and are not used to train outside models.

Let's scope your firm's system

Tell us how your practice runs today and where the friction is. We will map out what a custom portal, matter system, or AI assistant could do for your firm, and give you an honest view of scope, cost, and timeline before you commit to anything.

Book a free consultation