Client Management & Marketing for CAs, Consultants and Law Firms

Client portals, practice management, document workflows and reputation marketing for professional firms.

Common challenges

• Client documents collected over email and WhatsApp
• Deadlines and compliance dates missed
• Time spent on repetitive client queries
• Referral-only growth

Solutions we build

• Client portal – Secure document exchange.
• Practice management – Tasks, deadlines and billing.
• AI document processing – Extract data from client documents.
• Professional website & SEO – Authority and inbound enquiries.

Software modules

• Client onboarding
• Document management
• Task & deadline tracking
• Time & billing
• Client communication
• Reports

AI opportunities

• AI document summaries
• Compliance reminder automation
• Client FAQ assistant

Marketing opportunities

• Thought-leadership content
• LinkedIn presence
• Local SEO