Intake & CRM
Leads, client and company records in one place, with duplicate checks and follow-up reminders so no inquiry goes quiet.
AI & Business Systems
Systems built around how your firm actually works.
We design back-office and sales systems for professional-services firms: from the first inquiry to the signed engagement, the invoice, the case file and the monthly report. AI goes where it removes real work, and a person signs off on anything that leaves the firm.
- For
- Professional-services firms whose work runs on files, deadlines and approvals
- Languages
- Systems and client materials in English and 中文
- Delivery
- Designed with your team, built and released in stages
What we build
One system, from inquiry to report.
Engagements & contracts
Fee schedules and contract templates, e-signature and countersigning, and an alert when a quoted fee differs from the standard.
Billing & finance
Invoices, payment tracking and reconciliation. Payment proofs are read and matched to the right fee line for review.
Case & matter workspaces
Documents, milestones and deadlines for each matter, with review and approval steps built into the workflow.
Client portal
Questionnaires, secure document upload and data extraction, so clients send what is needed once and in the right format.
Team operations
Daily reports, goals and KPIs, role-based permissions and an SOP handbook that new staff can actually follow.
Where AI fits
AI does the reading and drafting. People make the calls.
Every stage has a clear owner. AI prepares the work so the owner spends their time on judgment, not on retyping, matching and chasing.
- 01
Inquiry
AIReads inbound forms and emails, sorts them by language and request type.
Human checkpointAssigns an owner and decides on next steps.
- 02
Engagement
AIAssembles the fee schedule and contract from approved templates.
Human checkpointApproves any pricing exception before it is sent.
- 03
Payment
AIReads payment proofs (amount, date, payer) and matches them to fee lines.
Human checkpointConfirms the reconciliation.
- 04
Case work
AIExtracts data from client documents and tracks every deadline.
Human checkpointThe responsible professional reviews the work.
- 05
Reports & outreach
AIDrafts reports and newsletters, flags claims to fact-check, prepares translations.
Human checkpointApproves before anything leaves the firm.
AI preparesA person approves
How we work
Mapped first, built in stages.
Map the work
We sit with the people doing it and trace real files end to end, before any screen is drawn.
Design
Data model, roles, permissions and approval points, agreed with you in plain language.
Build in stages
Each release goes to a test site first and is reviewed before it reaches your team.
Hand over
Guides for each role, alerts when something breaks, and support as the firm changes.
Is this a fit?
Good fit when the work is real, but the system is not.
Firm type
Legal, immigration, accounting, real estate and investment operations, and other firms that run on documents and deadlines.
Starting point
Work spread across spreadsheets, shared folders, inboxes and chat, with deadlines held in people’s heads.
Team
A team that wants one source of truth and is willing to agree on how work should flow.
From a recent project
100+users working in one system
~50%less manual work for support staff