Built for modern professional firms
Cloud-based, secure practice management and CRM platform that connects processes, people, clients, and numbers in one place.
Services & Process Builder
- Turn every service into a clear, repeatable workflow.
- Let clients discover, request, and even purchase services online, across your website and partner portals.
- Reduce dependence on the sales team for standard engagements.
Users, Roles & Data Access
- Central control over who sees what across offices, teams, and countries.
- Onboard employees, partners, consultants, and clients with the right permissions in minutes.
- Collaborate confidently without risking confidentiality or compliance.
Leads, Orders & SRM
- Capture and nurture every lead from first touch to signed engagement.
- Track mandates, tasks, invoices, payments, and feedback in one timeline.
- Eliminate manual follow-ups and spreadsheet-based order tracking.
Expense & Profitability Management
- Tie time and expenses to specific clients, orders, and services.
- See which clients, teams, and services actually make money.
- Take faster pricing, staffing, and portfolio decisions.
Marketing & Client Communication
- Build automated reminder and follow-up journeys around deadlines and renewals.
- Create smart segments by client type, geography, or service usage.
- Upsell and cross-sell with timely, compliant communication.
White Label & Integrations
- Your domain, your logo, your brand across every client touchpoint.
- Connect to payment gateways, email, WhatsApp, and internal tools via APIs.
- Offer a seamless client portal experience that feels fully native to your firm.