Industries
Professional Services
Streamline client management and billing.
Client management, time tracking, billing automation and CRM for law firms, accounting firms and consulting agencies.
Streamline My PracticeThe Challenge
Problems we solve
Manual Client Intake
New client onboarding is paper-based and time-consuming.
Inconsistent Billing
Time tracking is manual and invoicing is inconsistent.
No Pipeline Visibility
No clear view of proposals, pending deals and revenue forecast.
Automation Opportunities
What we can automate
Client Intake Automation
Automated onboarding workflows with digital forms and contracts.
Time & Billing
Automatic time tracking and invoice generation.
Deal Pipeline
CRM with deal stages, follow-ups and revenue forecasting.
Client Portal
Self-service portal for clients to access documents and updates.
+45%
Billable hours captured
-50%
Admin time
+30%
Client retention