Professional Services
Practice management for CA firms, law offices and consultancies — engagement tracking, document vaults, billing and compliance calendars in one accountable system.
What slows Professional Services teams down
A practice sells time and judgment; both leak without a system. We build practice-management platforms for CA, law and consulting firms — engagement and deadline tracking, document vaults with version control, and time-and-billing that captures work where it happens instead of reconstructing it at invoice time.
Billable time reconstructed from calendar memory at month-end is billable time quietly under-invoiced, deadlines tracked per partner rather than per firm mean a missed statutory date is discovered by the client instead of the practice, and client documents scattered across email and personal drives are a confidentiality incident waiting to happen.
Compliance calendars generate due dates per client and engagement type automatically, with ownership and completion evidence recorded as work happens rather than reconstructed later. Practices running this system report realisation rates they can see in real time and roughly 15 hours saved per week that used to go to admin.
Built for the rules
- ICAI / Bar council record norms
- TDS & GST-compliant invoicing
- Client-conflict & confidentiality controls
Outcomes we deliver here
The systems Professional Services teams run on after we ship — measured, owned and supported.
Systems we deliver for Professional Services
Each of these has shipped for a client in this sector or one adjacent to it — customised to the workflow, not sold as a template.
Practice management
Engagements, tasks, deadlines and client communication tracked per firm, not per partner.
Document vaults
Version-controlled client documents with access controls and client-facing sharing portals.
Time, billing & realisation
Time captured where work happens, invoicing with TDS and GST, and realisation reports.
Compliance calendars
Statutory due dates per client with reminders, ownership and completion evidence.
Professional Services — questions buyers ask us
Can it track statutory deadlines across all clients?
Yes — compliance calendars generate due dates per client and engagement type, assign owners and record completion evidence for the firm.
Do you handle confidentiality and conflict checks?
Yes — role-scoped access, matter-level permissions and conflict-check workflows are built in for law and audit practices.
Can clients access their own documents?
Yes — a client portal shares approved documents, invoices and status updates, which reduces email traffic and phone calls.
How we can help
The products we sell and the consulting we deliver in Professional Services — one accountable team across all of them.
Book a scoping call with a software architect — not a sales bot.
You'll get a reply within one business day. We'll send a rough estimate in 3 days and a fixed proposal in 7.
Prefer to talk first? Phone, email and office address are on the contact page.