Give your people back the hours lost to admin
We build software for accountancy, legal, consulting, recruitment and agency firms. The focus is on reducing admin, improving the client experience and making better use of expert time.
What gets in the way
- Documents and requests arrive by email and are chased manually, slowing every engagement.
- Time recording, billing and job tracking sit in separate tools that do not talk to each other.
- Expert staff spend hours reading, extracting and re-keying information from documents.
- Clients expect a modern, secure way to share files and see progress on their work.
Built with the rules in mind
Professional firms work under data protection law such as UK GDPR and the GDPR, anti-money-laundering rules and their own professional body requirements on confidentiality. We build with these in mind and work with your compliance and risk partners.
Technologies we often use
How we help in your market
The rules, platforms and buyer expectations differ by region. We design for the one you sell into.
Europe & UK
Law and accountancy firms answer to bodies such as the SRA and ICAEW, carry out anti-money-laundering checks and file through HMRC's Making Tax Digital, with eIDAS governing e-signatures in the EU. We build client portals, matter and practice tools with identity checks, secure document exchange and full audit trails.
United States
US firms must protect client confidentiality under state bar rules based on the ABA Model Rules, clients increasingly ask for SOC 2 evidence, and tax practices file electronically with the IRS. We integrate with tools such as Clio, document management and e-discovery platforms, and build secure intake and billing workflows.
Canada
Canadian lawyers and accountants follow provincial law society and CPA rules, file with the CRA, and handle personal data under PIPEDA and Quebec's Law 25. We build bilingual client portals and practice tools that keep records where your professional body expects them.
What we build for professional services
Client portals
Secure document exchange, requests, approvals and progress updates.
Practice and matter management
Jobs, deadlines, workflows and responsibilities tracked in one system.
Time and billing
Time capture, fee tracking and invoicing linked to your accounting system.
AI document review
Extraction, summarisation and search across contracts, statements and records.
Knowledge assistants
Question-answering over your own precedents, policies and guidance, with sources cited.
Workflow automation
Automated reminders, onboarding checks and handoffs between teams.
How we help
Custom Software Development
Bespoke business systems built around how your organisation actually works, not how an off-the-shelf package assumes it does.
Web Application Development
Secure, fast web applications and customer portals that work in any browser and scale as your user base grows.
AI & Machine Learning
Practical AI: LLM features, agents, document extraction and predictive models, built with your data privacy in mind.
SaaS Product Development
Multi-tenant SaaS products with subscriptions, onboarding and admin tooling, from first MVP to a platform that scales.
API & Systems Integration
APIs and integrations that connect your CRM, ERP, payments and internal systems so data moves without manual re-keying.
Common questions
Is it safe to use AI on confidential client documents?
It can be, with the right arrangements. We use provider terms that exclude your data from training, control what is sent where, and can keep processing within your own cloud account.
Can the portal connect to our practice management software?
Usually, yes, through its API. We review the integration options at the start of the project.
Will clients need to install anything?
No. Client portals run in the browser, with optional mobile apps if your clients would use them.
Can the portal collect documents and information from clients automatically?
Yes. We build request lists and reminders that chase clients for outstanding documents, show them what is still needed and notify your team when items arrive.
Can you build client onboarding with identity and anti-money-laundering checks?
Yes. We integrate with the verification providers you choose, capture engagement letters and record results with an audit trail. Your compliance partner remains responsible for the checks your rules require.
Can AI draft documents for our staff to review?
Yes. AI can prepare first drafts of letters, summaries and reports from your templates and client data, with a professional reviewing and approving everything before it is sent.
Can the system connect to our accounting software for billing?
Yes. Time and fees can flow into invoices that sync with your accounting system through its API, so billing no longer means re-keying.
How do you keep client files confidential between teams?
We apply role and matter-based permissions so staff see only the clients and files they work on, log every access, and can create ethical walls where your professional rules require them.
Can a knowledge assistant search our precedents and guidance?
Yes. We index your approved precedents, policies and guidance so staff can ask questions and receive answers with links to the source documents, respecting existing access permissions.
Is this only for large firms?
No. Smaller firms often benefit sooner because they have fewer staff to absorb manual admin. We can start with one focused tool, such as a client portal, and add more later.
More sectors we serve
Have a project in mind? Let’s talk.
Tell us what you are building. We reply within one business day with next steps — and we are happy to sign an NDA first.