Professional services
Practice management, time and work-in-progress tracking, and client portals for firms that bill by the hour and live in spreadsheets.
We build practice management, time and work-in-progress tracking, and branded client portals for firms that bill by the hour and live in spreadsheets. One platform replaces the five disconnected tools your team retypes the same client into, with the ethical and trust-account rules of BC professional practice built in.
- CPABC ethical rules
- Law Society of BC rules
- Trust-account compliance
What we hear every week
Five tools that do not talk
Time in one app, billing in another, projects in a third, and staff retype the same client name into all of them.
A client portal stuck in 2010
Clunky file shares that clients refuse to use, so the work leaks back to email.
Partners are the bottleneck
Senior staff sign off on routine work because there is no rules-based routing to handle the easy cases.
Three concrete scenarios
5 SaaS tools, none of which talk
Time in one tool, billing in another, PM in a third. Staff retypes the same client name daily.
One platform, one source of truth. Admin time goes back into billable work.
Client portal stuck in 2010
Ugly file shares clients refuse to use.
Modern branded portal with real adoption.
Bottleneck on partners
Senior staff approving routine work because there's no rules-based routing.
Smart routing. Partners only touch real exceptions.
For Professional services, typically:
Custom CRM and pipeline management
Time tracking + billable hours
Document workflow + e-signature
Branded client portals
Project profitability dashboards
Microsoft 365 / Google Workspace integration
Battle-tested tools
Depth over breadth
CPABC and Law Society of BC ethical rules respected
Trust account compliance for legal practices
AI-drafted summaries that lawyers and accountants can defend
Source code yours, no per-seat fees
A real product surface, drawn in code
One of the surfaces we typically build for this vertical. No screenshot, no image, no static mockup - just SVG and CSS.
For Professional services
Websites & redesigns
Fast, accessible marketing sites and CMS builds, in one or two languages, that load quickly, read well on search, and turn visitors into booked calls.
Custom AI agents
Agents that answer from your real data, not a generic model. They triage, draft, and take action inside your own systems, and never make things up.
Integrations & data plumbing
Connect your CRM, calendar, phone, and spreadsheets so they finally talk. One source of truth instead of ten browser tabs and a copy-paste habit.
Frequently asked
Do I actually own what you build?+
Yes. Your software runs in your accounts, on your data, with your logins. If you ever stop working with us, it keeps working. No lock-in, no hostage data.
Can you run it for us after launch?+
Yes. Own it and run it yourself, or let us operate and maintain the whole thing for you. You can switch either way later.
What does it cost?+
You get a firm, fixed price after scoping, not an open-ended hourly meter. You know the number before anyone writes code.
Ready to talk about your project?
A 30-minute call. No slides. We'll scope what you actually need to ship.
Book a free scoping call