Professional Services

Client, project and billing management for firms and consultancies.

Challenges

  • Untracked billable hours
  • Scattered client documents

Services

  • Software & Management Systems
  • Business Process Automation

Architecture

  • Users: web & mobile apps
  • Application layer: business logic & roles
  • Data layer: secure cloud database
  • Integrations: SMS, email, payments, reporting

Features

  • Client portal
  • Time tracking
  • Invoicing
  • Document management

Benefits

  • Better billing accuracy
  • Organized clients