The professional services firm that systematises its delivery with software can grow without linear headcount growth.
We build full-stack applications for professional services firms — engagement management systems, client portals, proposal automation, and the utilisation and margin analytics that inform hiring and pricing decisions. Fixed scope, fixed price.
Your best engagements are the ones where every milestone is tracked, every deliverable is documented, and every billing trigger is captured. Custom software makes that true for every engagement, not just the ones a senior partner personally manages.
Professional services firms have a utilisation and margin visibility problem that generic project management tools (Monday.com, Asana, Notion, ClickUp) don't solve. These tools are excellent task managers. They don't answer the questions that determine whether a professional services firm is healthy: what's the utilisation rate of each team member? What's the realisation rate (billed hours as a percentage of logged hours) by client and by service type? What's the contribution margin of each engagement after the direct cost of the people working on it?
Those questions require a system that combines time tracking, billing, and engagement data in a model that's specific to professional services economics — not a generic project management model. And they require that data to be captured correctly on every engagement by every team member, which is a process discipline problem as much as a technology problem.
The second challenge is client experience. The professional services firms that win client renewals and generate referrals tend to have a client experience advantage: clients know what's happening on their engagement, they have a place to access their deliverables, and they feel like they're informed partners rather than passive recipients of work they're paying for. A client portal that provides that visibility is the technology investment that improves retention rates.
A full-stack professional services application — engagement management, client portal, proposal generation, time tracking, and margin analytics — that encodes your firm's delivery methodology in software instead of people's habits.
Engagement management with your delivery structure
Engagement setup from a configurable template: phases, tasks, required deliverables, billing milestones, and client touchpoints. Task assignment to team members with due dates. Milestone completion triggers billing and client portal updates.
Client portal
Client login with access to their active engagements, completed deliverables, upcoming milestones, and direct message thread with their engagement team. Document delivery and approval workflows within the portal.
Proposal and engagement letter generation
Proposal template configured per service type. Proposal generated from a structured intake of client requirements and scope. DocuSign engagement letter on proposal acceptance. Engagement record created automatically on signature.
Time tracking and billing
Time entries against engagements and tasks. Bill generation on milestone completion or billing cycle end. Pre-bill review workflow. Invoice delivery and payment via Stripe.
Utilisation and margin analytics
Utilisation rate by team member (logged time as % of capacity). Realisation rate by client and service type. Contribution margin per engagement. Revenue per partner. Gross margin trend over time. Built on Next.js, Postgres, Stripe, DocuSign, and QuickBooks integration for the accounting system.
One honest number to start.
Fixed-scope, fixed-price. The number below is the starting point — final scope is built from your brief.
A full-stack professional services application — engagement management, client portal, proposal generation, time tracking, and margin analytics — that encodes your firm's delivery methodology in software instead of people's habits.
Three steps, every time.
The same repeatable engagement on every project. No surprises, no mystery, no billable ambiguity.
Brief & discovery.
We send you questions, then get on a call. Output: a written scope with every step, feature, and integration listed.
Build & ship.
Fixed schedule, weekly reviews. No scope creep unless you change the scope — and if you do, we reprice it transparently.
Warranty & retainer.
30-day warranty on every launch. Most clients stay on a monthly retainer for ongoing features and maintenance.
Why Fixed-Price Matters Here
Professional services firms are fee-driven businesses with precise awareness of what a defined engagement at a defined price means. Building software under the same model — defined scope, defined price, defined deliverable — is the natural structure for this client relationship.
Related engagements.
Questions, answered.
Time entries are logged against an engagement by the team member working on it. At the billing trigger point (milestone, date, or manual initiation), the system calculates billable hours by timekeeper, applies the billing rate, generates a draft invoice, and routes it through the pre-bill review workflow before sending to the client.
Yes — different engagements have different billing configurations. Retainer engagements generate a fixed invoice at the start of each billing period. Project engagements generate milestone invoices. T&M engagements aggregate logged time and invoice at the billing cycle end.
We include a migration step for active and recent engagement data. Historical data that doesn't map cleanly to the new data model can be archived in the original system; only active engagement data needs to be live in the new platform.
Engagement management, client portal, proposal generation, time tracking, and margin analytics typically runs $40k–$80k. Complex billing structures and accounting system integration add scope. Fixed-price.
12 to 14 weeks for a production professional services application with client portal and billing live.
Tell Ryel about your project.
Describe what you’re building and what outcome you need. You’ll have a written, fixed-price scope within the week.