Consultations, clients and invoices in one place.
We build your firm's website and the system behind it, then we keep both running, so your hours go to client work.
Professional Services
- Clients
- Consultations
- Matters
- Meetings
- New
Client
- In progress
Matter
- Done
Invoice
Which consultations are booked this week?
Your whole business, in one place.
Every record sits in one system, in the words your business uses.
Customer side (CRM)
- ClientsReady
- ConsultationsReady
- RetainersReady
- Phone callsAdd-onComing
- Website and chat leadsReady
Your business
- Clients
- Matters
- Consultations
- Team
- Money
Ask it anything in plain words.Coming
Operations side (ERP)
- MattersReady
- Team and scheduleReady
- Invoices and card paymentsReady
- Costs and receiptsComing
- Documents and photosComing
- ReadyBuilt for clients today.
- ComingNot built for clients yet.
Sound familiar?
“Enquiries wait days for a reply.”
“Intake details get retyped from phone notes.”
“Partners spend evenings chasing invoices.”
From scattered to one place.
Today
- Enquiries in your inbox
- Intake notes on a legal pad
- Meetings in a separate calendar
- Invoices in a spreadsheet
With us
One place
Customers, work and money in one system you own, always up to date.
- Clients
- Matters
- Consultations
- Team
- Money
We build it. We run it. You own it.
We build it
- A website that looks like a firm people trust.
- Online booking for consultations.
- A consultation fee or retainer taken when they book.
- Client records with every meeting and invoice attached.
We run it
- We host it, secure it and back it up.
- Email us a change. It is done in 48 hours.
- A person replies within one business day.
You own it
- Your domain is registered in your name.
- Your client records are yours.
- Export your customers, bookings and invoices any time.
- Clean, complete records a buyer can trust, if you sell one day.
Ask your records
ComingAsk your own records a question in plain words and get the answer. This is in build today.
Which consultations are booked this week?
Which invoices are past due?
How many new enquiries came in last month?
What you get
Ready: built and ready to switch on for you. Demo: you can try it, no client runs it yet. Coming: in build, we give you the date before we promise it.
Booking
Stop playing phone tag.
- Customers pick a time that works, online
- It lands on your calendar
- Automatic reminders, so they turn up
- Take a deposit when they book
Never miss a call.
It answers the phone when you cannot.
Voice is an add-on to your plan, not a plan of its own. Switch it on when you want it.
- Answers every call, day or night, in a real voice
- Knows your prices, your hours and your service area
- Takes the caller's name and number and what they need
- Emails you a written summary the moment the call ends
- 300 answered minutes a month, then 75 cents a minute
$349/month on top of your plan
$1,495 to set up, paid once
Caller
I need help with a contract dispute.
Voice
I can book a consultation. I cannot give advice on the phone. What is your name and number?
Questions owners ask
Can a client book a consultation online?
Yes. They pick a time on your website and it lands on your calendar. You can take a consultation fee or a retainer when they book.
Will the chat helper give legal or tax advice?
No. It answers questions about your firm, like your hours and how to book. It never comments on a client's matter. That protects you and your clients.
Do you handle my duties to my regulator?
No. Your duties to your regulator stay yours. We build the website and the records around your work and keep them running. Confirm the rules with your regulator or advisor.
Who owns the website and client records?
You do. Your domain is registered in your name and your client records are yours. If you leave, we hand everything over.
How fast do you answer and make changes?
A person replies within one business day. A change is done in 48 hours. We host the site, keep it secure and back it up.
Get started
Get your clients, matters and invoices in one place.
Tell us a little about your business. A person on our team reads every message and replies within one business day.