The building blocks of Professional Services
Build powerful practice management tools with AI assistance. Streamline operations, serve clients better, grow your business.
Engagement Pipeline Management
Configure client workflows visually. Track matters from intake through completion with automated billing and compliance.
Learn more →AI-Powered Practice Intelligence
Build intelligent dashboards that surface business insights. Integrate with existing practice management systems seamlessly.
Learn more →Everything you need for professional excellence
Purpose-built tools for professional services firms to manage engagements, ensure compliance, and deliver exceptional client service.
Matter Management
End-to-end engagement tracking
Client Portal
Self-service client access
Time & Billing
Automated time capture and invoicing
Document Management
Secure document collaboration
Compliance
Regulatory and ethical compliance
Business Intelligence
Practice analytics and forecasting
Engagement Pipeline as Configuration
Define how matters flow through your firm. From intake to completion, every milestone is tracked and billed.
- Visual workflow builder
- Automated milestone tracking
- Real-time utilisation monitoring
- Complete audit trail for compliance
Show me items that are overdue this week
I found 12 items overdue this week. Here's a breakdown by priority:
Create a dashboard for the top 5
Dashboard created! I've added priority scores, due dates, and owner assignments. You can access it from the sidebar.
Manage with AI
Describe your practice needs. Our AI builds dashboards that optimise resource allocation and surface business insights.
- Natural language practice queries
- Automated document analysis
- Predictive resource planning
- Integration with practice management systems
Three Tiers, One Platform
Data Foundation
Secure Client Data
Confidential information protected by design. Your client trust maintained.
Practice Layer
Streamlined Operations
Matter management, billing, and compliance. Excellence, not administration.
Intelligence Engine
AI-Powered Practice
Build dashboards through chat. Optimise utilisation and grow profitably.
Professional & Business Services Features
Matters
Engagement management
Clients
Relationship management
Billing
Time and invoicing
Documents
Secure collaboration
Compliance
Regulatory tracking
Analytics
Practice insights
Conflicts
Conflict checking
Multi-office
Firm-wide coordination
AI Tools
Document analysis
"Billable utilisation improved 25% after implementing the practice management tools. Our partners have better visibility and clients are happier."
— Managing Partner, Law Firm
Ready to transform your practice?
See how we can help you serve clients better and grow profitably.
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