Industry
Software for professional services firms in Central Florida
Professional services firms sell time, and most of them lose a measurable share of it to administration nobody bills for: reconstructing hours, chasing documents, assembling invoices and answering status questions that a client could answer themselves.
We build the systems that recover those hours. Law firms, agencies, accounting practices and consultancies all have the same shape of problem, even when the vocabulary changes.
Clients, projects, time and invoicing under control.
What firms tell us
- Billable hours are reconstructed from memory at the end of the month.
- Invoicing takes days because the data lives in three places.
- Clients call for updates that a portal could answer in ten seconds.
- Every new matter or project starts from a folder someone copies by hand.
- Nobody knows real project profitability until long after delivery.
Scope
What we build for professional services
The goal is fewer minutes between doing the work and being paid for it. Every item below removes a step from that path.
- 01
Matter and project management
Every engagement with an owner, a status, a budget and the documents attached, so nothing depends on one person’s folder structure.
- 02
Time capture that fits the work
Timers, quick entry and prompts based on calendar and activity, so hours are recorded while they are being worked rather than remembered on Friday.
- 03
Billing and invoicing
Rates, retainers, fixed fees and disbursements assembled into an invoice automatically, with an approval step before it reaches the client.
- 04
Client portals
A place for clients to see status, share documents and pay, which removes the status call and shortens collection time.
- 05
Document generation
Engagement letters, contracts and reports produced from templates and real data, then routed for signature.
- 06
Profitability reporting
Realization, write-offs and effective rate by client and by engagement, so you learn which work is worth repeating.
Orlando, FL
Working with Central Florida firms
Orlando has a dense professional services sector serving hospitality, healthcare, construction and real estate. Firms here often work across county lines and across languages, which puts pressure on document handling and client communication rather than on headcount.
Most of the firms we talk to have already bought a practice management platform and use perhaps a third of it, while the work that actually costs them time happens in spreadsheets beside it. The cheapest project is usually connecting the two, not replacing either.
Bilingual client communication matters here. A portal and a set of documents that work in English and Spanish widen the client base without adding staff.
Services this usually needs
- SaaS product developmentWe design, build and evolve digital products ready to grow and monetize: accounts, billing, roles and the metrics that tell you what to build next.Explore
- Business automationWe connect the systems you already pay for and remove the manual work in between, so the hours your team spends copying data go back into the business.Explore
FAQ
What firms ask us first
We already pay for a practice management platform. Do we replace it?
Rarely. It usually stays as the system of record while we build the workflows it does not cover and integrate the two. Replacing a platform your team knows is an expensive way to solve a workflow problem.
Can this handle trust accounting or regulated data?
We build to the constraints of your regulator and your accountant, and we design the audit trail accordingly. Where a specialized system is required, we integrate with it instead of reimplementing it.
How do you get people to record their time properly?
By reducing the effort to near zero: capture where the work already happens, prompts based on real activity, and entry that takes seconds. Any system that relies on discipline alone produces guessed timesheets.
Can clients pay through the portal?
Yes. Payments can be wired to your existing merchant account, with receipts and reconciliation flowing back into your accounting system.
Other industries we build for
How many hours a week disappear into admin?
Tell us how an engagement moves from work to invoice today. We will show you where the time goes.