Manage clients, projects, timesheets, and invoicing with custom software that connects your entire workflow — from proposal to payment.
Tell us how you manage your clients and projects today — we'll design and build custom software around your exact billing, delivery, and team workflows.
Clients log in to see project progress, download deliverables, review invoices, and approve milestones — a professional experience that replaces scattered email threads.
Auto-generate invoices from tracked hours and project milestones. Send to clients, track payments, flag overdue accounts, and reconcile with your books — no manual billing.
See all active projects, deadlines, team assignments, and budget utilization on one screen. Know instantly which projects are on track and which need attention.
Team members log hours against projects and tasks. System auto-calculates billable vs non-billable, flags missing entries, and feeds data directly into invoicing — no timesheet chasing.
AI drafts proposals and scope-of-work documents from your project brief — pulls from your past proposals, pricing templates, and service catalog. Review and send, instead of writing from scratch.
Track leads from first contact to signed contract. Manage follow-ups, proposals, and deal stages — know your pipeline value and close rate at any time.
Share documents securely with clients, collect e-signatures on contracts and NDAs, track version history, and manage document approvals — all in one place.
See who's overbooked, who has bandwidth, and how billable hours compare to total hours. Make staffing decisions based on actual utilization data, not guesswork.
AI tracks open proposals and dormant clients — auto-sends follow-up emails at the right intervals, flags deals going cold, and reminds account managers to re-engage.
Team members submit expenses with receipts from their phone. Managers approve, finance processes, and reimbursement hits their account — no more lost receipts or spreadsheet tracking.
AI summarizes client meeting recordings, extracts action items, assigns them to team members, and tracks completion — nothing discussed in meetings gets forgotten.
Centralize templates, past deliverables, process docs, and best practices in a searchable internal portal — new hires ramp up faster, teams stop reinventing the wheel.
Don't see what you need? We build custom solutions for any workflow.
Tell Us What You NeedBuilt-in capabilities across every app we build for you.
Store and manage client records, project files, contracts, proposals, and financial data in one secure system — no more hunting through drives and email attachments.
Generate reports on revenue, utilization, project profitability, and pipeline health — give partners and leadership actionable data for strategic decisions.
Partners review dashboards on desktop, consultants log hours on mobile, clients check progress on any device — responsive design that works everywhere.
Use AI to draft proposals, automate follow-ups, summarize meetings, and predict which deals are likely to close — work smarter, not harder.
Clients see only their projects, team members see their assignments, partners access financials — role-based permissions that protect client confidentiality.
Automate proposal approvals, invoice generation, timesheet reminders, and client onboarding — reduce administrative overhead so your team can focus on billable work.
Book a free consultation and see how a custom platform can unify your clients, projects, and billing.
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