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    Custom software for professional services.

    Client portals, matter tracking and document workflows built for the way your firm handles confidential work.

    • Secure by design
    • Client portals
    • Audit trails
    • From £2,995
    Custom software for professional services.

    Confidential work running through email

    Documents, approvals and updates bounce between inboxes and shared drives, and nobody can prove who saw what and when.

    • Clients chase for updates you have already sent somewhere.
    • Sensitive files are attached to email out of habit.
    • Practice management software costs a fortune per seat and still misses your process.
    • Reporting means somebody rebuilding a spreadsheet each month.

    A single, controlled system

    Clients get a secure portal, your team gets structured records, and every action leaves a trail.

    • Client login for documents, updates and requests.
    • Matter or case records with status, owners and deadlines.
    • Role based permissions so access matches responsibility.
    • Reporting on workload, fees and turnaround times.
    What you get

    Everything included, nothing bolted on

    No plugin marketplace, no upsells. Each point below ships with the plan.

    Client portals

    Client portals

    Secure areas replacing email attachments and update chasing.

    Matter and case tracking

    Matter and case tracking

    Status, owner, deadlines and history in one record.

    Document workflows

    Document workflows

    Upload, review, approve and sign off with an audit trail.

    Permissions and access control

    Permissions and access control

    Granular control over who can see and do what.

    Onboarding and intake forms

    Onboarding and intake forms

    Structured data capture instead of PDFs and rekeying.

    Reporting

    Reporting

    Capacity, throughput and fee reporting without spreadsheet night.

    From £2,995
    One off build
    £149/mo
    Managed and maintained
    Full
    Audit trail

    Security is part of the build, not an add on

    Access control, encrypted storage, backups and logging are designed in from the first version, because professional firms are judged on how they handle other people's information.

    Fits your process, not a vendor's

    Every firm runs its files slightly differently. We build to your terminology, stages and approvals rather than forcing a rename of how you work.

    Before you ask

    The questions people actually send us

    Bring your client work into one system.

    Tell us how matters flow through the firm and we will scope it.