CA firms, law firms, and consulting practices trust us to digitize client files, automate compliance tracking, and deliver secure client portals — all while staying audit-ready.
You're experts in your field, but manual processes slow you down. Here's what we fix:
Problem: Multiple versions of client files floating in emails and shared drives.
Solution: Centralized document management with automatic versioning, approval workflows, and audit trails.
Problem: Missing compliance deadlines due to manual tracking in spreadsheets.
Solution: Automated deadline reminders linked to client calendars with escalation workflows.
Problem: Sending sensitive documents via unsecured email attachments.
Solution: Encrypted client portals with role-based access and activity logs.
Problem: Hours lost to manual timesheet compilation and billing disputes.
Solution: Integrated time tracking with automated invoice generation and client-specific rate cards.
Problem: Junior staff repeatedly asking seniors the same questions.
Solution: Searchable knowledge base with templates, precedents, and best practices.
Problem: No visibility into which clients are profitable or which services are growing.
Solution: Real-time dashboards showing revenue by client, service line, and partner.
Challenge: Missing GST filing deadlines for 20+ clients monthly due to manual tracking.
Solution: Automated compliance tracker with client portal for document uploads.
Results:
• Zero missed deadlines in 6 months
• 60% reduction in client follow-up time
• 40% faster filing turnaround
• Client satisfaction score improved from 7.2 to 9.1/10
Challenge: Billing disputes due to lack of transparency in time tracking.
Solution: Integrated time tracking with client-visible activity logs and automated invoicing.
Results:
• Billing disputes reduced by 75%
• Invoice generation time cut from 8 hours to 30 minutes
• Improved cash flow with 25% faster payment collection
• Recovered 12% unbilled hours that were previously lost
We shadow your team for 2-3 days, mapping workflows from client onboarding to billing. Identify 3-5 quick wins.
Implement 1-2 critical workflows (e.g., compliance tracker + client portal) with 5-10 pilot clients.
Roll out to all clients with comprehensive training. Ongoing support and optimization based on usage data.
Book a free practice audit and discover how we can help you serve more clients with less stress.