Client management, time tracking, and billing automation for law firms, consultants, accountants, and service businesses. Track time. Bill accurately. Know profitability.
The Situation: Partners and associates forget to track time. Time gets entered late and incompletely. Small tasks add up to significant unbilled hours every month.
The Situation: Client conversations scattered across email, phone, texts, and in-person meetings. No single view of client relationship. Important details fall through cracks.
The Situation: You invoice clients, but do you know which projects actually made money? Time overruns go unnoticed until its too late. Fixed-fee projects become money losers.
Complete client records with all matters, communications, documents, and billing history. Every team member has full context instantly.
Easy time capture from desktop, mobile, and email. Timer-based tracking. Automatic invoice generation with customizable formats.
Template-based document generation, approval workflows, and secure document management. Create proposals, contracts, and reports in minutes.
Real-time visibility into matter profitability, utilization rates, realization rates, and firm performance metrics.
Matter management, conflicts, trust accounting
Project tracking, resource allocation, proposals
Client management, engagement letters, deadlines
Project phases, deliverables, client approvals
Best For: Solo practitioners and small firms (1-5 professionals)
Best For: Growing firms (5-25 professionals)
Best For: Large firms with complex requirements
Challenge: No digital presence. Relying entirely on referrals. Competitors dominating local search. No CRM for client management.
Solution: Implemented SEO strategy combined with Zoho CRM for client management, lead tracking, and matter organization.
Schedule a free consultation. We'll discuss your firm's challenges and show you solutions from similar professional services organizations.
Better time tracking. Accurate billing. Profitable projects.