One focused workflow, supported end to end.
Client → Service Request → Completion → Billing — backed by the tools a busy firm actually uses day to day. No sprawl, no noise.
Clients
Client register
Contact details, notes, and per-client activity timeline in one place.
Status & filters
Mark clients Active, Dormant, or Archived and filter the list instantly.
Sortable, searchable
Sort any column and search by name, contact, or email. Preferences persist per user.
Service requests
Full lifecycle
Requested → In Progress → Completed, with an automatic timeline entry on every change.
Billing visibility
Track billing status separately and surface completed-but-unbilled work.
CSV export
Export the exact rows you're viewing — filters are respected.
Firm & team
Roles & invitations
Owner and member roles, with shareable portal-link invitations.
Firm-isolated
Multi-tenant by design; every record is scoped to your firm.
Self-service accounts
Members change their own password from the profile page.
Everyday speed
Global ⌘K search
Jump to any client or request from anywhere — keyboard-first.
This month strip
Completed, revenue booked, and pending billing for the current month.
CSV import
Bulk-import clients and service requests with a preview and validation step.
Ready to try it?
Free for a single practitioner — set up your firm in minutes.