01Consulting and professional services
System for consulting and law firms: clients, case files, hours, documents
Advisors, attorneys, and consultants handle sensitive documents and sell their time. They need orderly case files and accurate time records.
02Sound familiar?
Do you recognize this?
Documents scattered across folders
Client contracts and files are spread across emails, drives, and colleagues' heads.
Hours guessed after the fact
Billing timesheets are reconstructed later, leaving clients questioning what they're paying for.
Signatures waiting on the mail
Contract signing stalls for days while everyone waits for an envelope to arrive.
Deadlines on one person's calendar
Critical dates and statutory deadlines depend on a single colleague and their calendar.
03From inquiry to invoice
How an order moves through your company
5 of 6 steps
handled by the system
- 1system
Client and case
A new email request is logged directly as a client case.
- 2system
Documents
AI reads incoming documents and files them under the right case.
- 3person
Work and hours
Consultants log time against the case as they work.
- 4system
Signature
The contract is sent out for electronic signature straight from the system.
- 5system
Deadlines
The system tracks deadlines and tasks and sends timely reminders.
- 6system
Billing
Logged hours are prepared for invoicing along with a clear summary of work performed.
04Modules that make sense
Building blocks for this industry
We assemble your system from the modules you actually need. No clutter.
- Clients and casesThe entire client history in one place.
- Case documentsIncoming documents are filed right where they belong.
- Time trackingTime is logged to the case and turns directly into an invoice.
- E-signature and Czech data boxContract signing and official Czech data box mail without paper envelopes.
- Clean room for AIAI works over sensitive case files in read-only mode.
05What it takes over most often
Work the system takes over here
06Frequently asked questions
Frequently asked questions
How do you protect sensitive client data?
Each firm has its own isolated database, access is strictly permission-based, and every change or data export is audit-logged. For sensitive files, AI can operate in a read-only clean room.
Can we bill both hourly and on retainer?
Yes. Logged hours are prepared for billing, and recurring retainers are issued automatically.
07Other industries
We also build systems for other businesses
Let’s start together
Tell us how your business works.
We will show you what a system that takes over part of that work could look like.
Book a consultation