Industries
In a firm that sells expertise, the system does not support the work on the side. It carries the matter, the documents, the confidentiality boundary and the bill.
30 minutes with an engineer, no sales call
What is different here
Client work in a professional firm is organised by matter or engagement, and the boundary between them matters legally as well as operationally. Who can open a file, who can see a document, which team member is conflicted out: these are not preferences to be added later, they shape the data model. A tool that assumes everyone can see everything cannot be retrofitted into a firm.
The second reality is that the work is document heavy and the billing follows time and scope rather than a fixed price. Drafts, versions, approvals and signatures are the workflow, and unbilled time is lost revenue nobody notices until the month closes. Demand mostly arrives through referral and reputation, so the website's job is credibility and a clear route to a conversation, not volume.
Common technical situations
01
We model the matter as a real record with stages, owners and documents attached, so status is visible without asking anyone.
02
We give documents one home with versions, review and approval recorded, so the current version is never in question.
03
We capture time against the matter at the point of work and reconcile recorded time to billed time before the invoice run.
04
We build the party and relationship data the conflict check needs, then run that check as a step in intake rather than a favour.
How our lines apply
One team across the internal system, the platform it runs on and the demand that reaches it.
The matter model, permissions and confidentiality boundaries, document workflow with versions and approvals, time capture, and reporting partners actually read.
Access control tied to roles inside the firm, backups you have restored at least once, monitoring, and a support path when a deadline day goes wrong.
Search and answer engine visibility for the questions clients ask before they call, credible practice pages, and measurement that shows which enquiries turn into engagements.
What we would need from you
A working session with the person who runs matters day to day
A sample of anonymised documents and templates in scope
Read access to the systems that hold time and billing today
How a matter is opened, staffed and closed in practice
The confidentiality and conflict rules you apply
Your billing arrangements, including how scope changes are handled
Where referrals come from and what enquirers ask first
One partner who can approve the process as it will be enforced
A decision on which exceptions the system refuses to allow
Agreement on who may see what, written down before build
We prefer anonymised documents for anything we do not strictly need. Where real client data is unavoidable, we agree the handling in writing first.
Questions
Next step
30 minutes with an engineer, no sales call