Client portals, CRM, billable-hours tracking, document workflows and BI for law firms, accounting practices, consultancies and agencies.
Patterns we have run into while delivering real projects in this industry.
Billable hours and expenses tracked in spreadsheets, with leakage and slow invoicing cycles.
Emails, shared drives and chat tools fragment the client relationship and audit trail.
Hard to see utilization, margin per matter or client portfolio health without a real BI layer.
Concrete capabilities we have shipped to production for clients in this sector.
Secure portals for documents, requests and status, integrated with your CRM and billing systems.
Billable hours, expenses, fee structures and invoicing aligned with your accounting workflow.
Utilization, revenue per partner, matter profitability and pipeline reporting in Power BI.
Every industry combines different capabilities. These are the pillars where we most often partner with companies in this sector.