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Professional Services

Custom Software for Professional Services Firms

In a law firm, accounting practice or consultancy, every hour spent chasing documents or rekeying time sheets is an hour nobody bills. We build client portals, workflow automation and integrations with Xero and your practice software to take that admin off your team.

Firms that sell time lose a lot of it to work nobody can bill. Time entries get reconstructed from memory on Friday afternoon, leaking revenue with every forgotten phone call and six-minute unit. Documents live in three places at once (email threads, shared drives and whatever the practice management system holds), so staff spend billable hours finding the current version. Clients, left without visibility, call and email for status updates that someone then has to stop and write. Firms end up here by growing on generic tools that were never connected to each other.

A client portal built around your engagement workflow lets clients check progress, share documents and sign off on work without an email chain, and it can write straight into the tools you use, whether that's Clio, Practice Ignition or Microsoft 365. Time capture can be automated from calendar, email and document activity rather than reconstructed by hand. Billing data flows into Xero or MYOB instead of being re-keyed, and dashboards show utilisation, WIP and recovery rates in real time rather than in a spreadsheet someone builds each month.

Professional services carry real obligations around how client information is handled. Legal practices operate under trust accounting regulations that demand accurate, auditable records of every dollar held on a client's behalf. Most firms have data retention policies and professional indemnity requirements that dictate what gets stored, for how long and who can see it. Every system we build covers those: role-based access control, full audit trails on sensitive records, data hosted in Australian regions, and retention rules enforced by the system itself rather than left to policy documents nobody reads. When your insurer or professional body asks how client data is protected, you'll have specific answers.

Law firms, accounting practices, consultancies and engineering firms work with us from anywhere in Australia, from sole practitioners to multi-office partnerships; we're based in Brisbane. The first job is finding where the unbillable hours go. After that comes a fixed quote covering the whole build, and at the end you own the code and IP, with no licence fees or per-seat charges.

Challenges We Solve for Professional Services

Where software usually breaks down in professional services.

Time Tracking & Billing

Time entered from memory at the end of the week, so billable hours go missing before they reach an invoice.

Document Management

Client files spread across email, shared drives and two or three different systems.

Client Communication

Clients ringing for status updates that could have been on a screen they log into.

What We Build for Professional Services

Client Portals

Logins where clients upload documents, check where their matter is up to and message your team.

Time Capture

Time entries suggested from calendar events, so staff confirm them instead of reconstructing the week.

Workflow Automation

Tasks assigned when a matter opens, deadline reminders and sign-off steps that don't rely on someone remembering.

Reporting Dashboards

Utilisation, WIP and revenue pulled from your systems into one dashboard.

Compliance Frameworks We Design Around

Trust accounting regulations
Professional indemnity requirements
Data retention policies

Common Integrations

XeroMYOBPractice IgnitionClioMicrosoft 365

Professional Services Software Questions, Answered

Can you integrate with Xero, MYOB, or our practice management system?

Yes. Xero, MYOB, Clio, Practice Ignition and Microsoft 365 all offer APIs, so a custom portal or time-capture tool can read from and write to them. Billing and practice data stay in those systems as the single source of truth.

How much does a client portal cost to build?

A portal with secure document sharing, matter or engagement status and messaging usually starts around $15,000-$40,000. Deeper integration with billing and practice management, e-signatures or payments raise the price with scope. We quote a fixed figure after discovery.

How do you handle confidentiality and data retention requirements?

Every build uses role-based access control, encryption in transit and at rest, and full audit logging, with data hosted in Australian regions. Retention rules can be enforced by the system itself, with automatic archiving or deletion on your schedule, so your retention policy is applied by the software instead of by manual housekeeping.

How long does a project like this take?

Client portals and smaller automation projects usually run 6-12 weeks; practice-wide platforms 3-6 months. We release in stages, so staff start on the first piece while the next is built.

Who owns the software once it's built?

Your firm does, from completion. Host it yourself, hand it to any developer, or keep us on for support; there are no ongoing licence or per-seat fees either way.

Professional Services Software Development Across Australia

We work with professional services businesses Australia-wide from Brisbane. Local pages:

Talk to Us About Your Professional Services Project

Book a free discovery call. We'll tell you whether custom software is the right fit, or whether an existing product will do.