Digital operations for firms that bill by the hour.
Client intake, document management, client portals, and lead generation — built for law firms, accounting practices, consulting companies, and other professional service businesses where efficiency directly impacts revenue.
The digital layer that makes professional firms more efficient.
Every hour your staff spends on manual intake, chasing documents, or searching for files is an hour not billed. We automate the administrative layer so your professionals can do the work clients pay for.
Client Intake Automation
Web forms that capture intake data, trigger conflict checks, and create matter records — without staff involvement.
Document Management Systems
Secure, searchable document systems integrated with your matter management platform and client portal.
Client Portals
Secure portals where clients upload documents, track matter status, view invoices, and communicate with your team.
CRM for Professional Services
Pipeline tracking for new business development, referral management, and client retention analytics.
Lead Generation & SEO
Practice area landing pages, local SEO, and Google Ads campaigns for law firm, accounting, and consulting practices.
IT Infrastructure & Security
Encrypted workstations, secure email, VPN, and backup — meeting professional standards for data protection.
Billing System Integration
Connect your practice management system to accounting so billing, payment, and reconciliation are automated.
Staff & Partner Onboarding
Device provisioning, email setup, and access management for new hires and partners — handled by us.
Stop billing admin hours. Automate your intake and document flow.
Start with a free audit of your intake and document workflows. We will identify where time is being lost and recommend an automation plan.