Custom software for professional services
A CRM and software built for professional services, owned by you
Law firms, accountants, and consultants pay per seat for CRMs, intake forms, client portals, and e-signature, then chase clients for documents by email. A system built for your practice brings intake, engagements, documents, and deadlines together.
Example build
Your CRM
A CRM built around clients and their matters or engagements. It can track:
- Clients, related parties, and conflicts checks
- Matters or engagements with status and deadlines
- Referral sources
- Recurring engagements such as tax season or annual reviews
- Proposals and engagement letters
Subscriptions this can replace
- Practice CRM add-ons
- Client portal subscriptions
- Intake form builders
- Document request tools
- E-signature plans
Example builds
Apps and tools I can build for you
Client intake
Tailored intake forms that create the client and matter, with conflict checks.
Client portal
Secure document upload, requests, status updates, and signed engagement letters.
Document request tracker
Checklists of what each client still owes you, with automatic reminders.
Deadline calendar
Filing and court deadlines per matter, with reminders to the responsible person.
Automations that save your team hours
- Document reminders to clients
- Engagement letter drafting from templates
- AI summaries of long documents and emails
- Annual re-engagement campaigns
A person approves anything that goes to a customer or moves money. How automation works.
What you own at the end
- The source code, in a repository under your company account
- Your database and every customer record, exportable any time
- Hosting in your name, with no per-user or per-tech fees
- Training for your office and field teams
- Know-how to change and improve it yourselves with AI
Common questions
Is the client portal secure enough for sensitive documents?
It can be. Documents are encrypted in transit and at rest, each client logs in separately and sees only their own files, and the files stay in storage you own.
Can it handle tax season volume?
Yes. Document checklists and reminders are built for exactly that: hundreds of clients each owing a few items by a deadline.
Other industries
Insurance agencies · Electrical contractors · HVAC companies · Plumbing companies · Retail stores · Contractors & construction · Landscaping & lawn care · Property management · Auto repair shops
Let's sketch the software your business needs
Book a free 30-minute consultation. Tell me how your business runs and what you pay for today, and I'll outline the CRM and tools I would build, what they would replace, and roughly what they would cost.