Your methodology is worth more when it runs in software instead of just in your head.
We build SaaS platforms for professional services firms — practice management, client portals, engagement tracking, and the billing and delivery workflow tools that make a firm of 10 operate with the leverage of a firm of 50. Fixed scope, fixed price.
Clio and MyCase are for law firms. PracticePanther is for general professionals. You're an accountant, a management consultant, or a specialised advisor — and none of those tools fit your engagement model, billing structure, or client deliverable workflow.
Professional services firms have a practice management problem that existing tools don't solve well. Law firms have Clio. Accounting firms have Karbon. Marketing agencies have HubSpot and Monday.com. Every one of those tools was designed for a specific practice type and assumes a specific engagement model, billing structure, and deliverable format.
Consulting firms working on strategy engagements. Tax advisory firms with complex compliance calendars. Financial planning firms with annual review cycles and multi-year client relationships. Architectural firms with project phases and drawing set milestones. Each of these practices has a workflow that doesn't fit the generic practice management mould — and the result is a combination of the closest available tool plus a spreadsheet layer to fill the gaps.
The firms that scale efficiently — that grow revenue without proportionally growing headcount — do it by systematising their practice management. Engagement setup is templated. Client onboarding is guided. Deliverable tracking is automated. Billing is triggered by milestone completion, not by someone remembering to invoice. When the software handles the process, partners and senior staff focus on the work.
A purpose-built professional services SaaS — engagement management, client portal, billing, deliverable tracking, and the workflow tools matched to your specific practice type — that replaces the spreadsheet stack you're currently running on.
Engagement and matter management
Engagement record with scope, deliverables, milestones, assigned team, and fee structure. Engagement lifecycle tracking from proposal to close with templated phases.
Client portal
Client-facing portal with secure document delivery, approval requests, message threads, and engagement status — accessible on web and mobile (progressive web app).
Billing and invoicing automation
Invoice generation triggered by milestone completion, time logged, or fixed-fee schedule. Stripe-powered payment with ACH and card options. Outstanding invoice tracking and automated reminder sequences.
Time and resource tracking
Time entries against engagements and tasks — by team member, by engagement, by client. Utilisation reports and budget-to-actual by engagement.
Document management
Engagement documents with version history, client approval workflow, and access controls. Searchable archive by client, engagement, and document type. Built on Next.js, Postgres, Stripe for billing and payments, DocuSign for document signatures, and Clerk for multi-role auth.
One honest number to start.
Fixed-scope, fixed-price. The number below is the starting point — final scope is built from your brief.
A purpose-built professional services SaaS — engagement management, client portal, billing, deliverable tracking, and the workflow tools matched to your specific practice type — that replaces the spreadsheet stack you're currently running on.
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 make decisions in terms of billable hours and utilisation. The technology investment needs to pay back in efficiency — hours recovered per month from automation, reductions in billing cycle length, faster client onboarding. Fixed scope and fixed price makes that payback calculation straightforward.
Related engagements.
Questions, answered.
Yes — the engagement billing model supports fixed-fee, time-and-materials, retainer, and milestone-based invoicing, with per-engagement configuration. A single client can have multiple engagements with different billing structures.
The advantage of a custom client portal is that it mirrors your specific engagement types, deliverable formats, and communication workflow — not a generic professional services assumption. If your clients receive quarterly reports, annual compliance documents, and monthly check-in calls, the portal is built for that cadence.
Yes — if you're building this to sell to other firms in your category, multi-tenancy, onboarding, and Stripe billing are built in from the start. You go from internal platform to vertical SaaS.
Engagement management, client portal, billing automation, time tracking, and document management typically runs $40k–$80k. Complex billing structures and multi-practice-area configuration add scope. Fixed-price.
12 to 14 weeks for a production practice management SaaS with the core engagement and billing workflow.
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.