Law & CA / CS Firms. Matters tracked, filings gated, fees recovered.
Run every matter and filing as a project with milestones and review gates, so nothing reaches a client — or a deadline — unchecked. Fee notes sit in Tally-style vouchers with five ageing buckets, and a dedicated Recovery role chases outstanding fees before they go stale.
The daily grind, handled
Deadlines tracked in diaries
Filing dates lived in registers and reminders. Every matter becomes milestones with dates, rolled up into one view across the whole practice.
Work leaves the firm unreviewed
A junior's draft went straight out. Review gates hold work at each milestone until a senior signs off.
Fee recovery is awkward and late
Chasing a client for fees is uncomfortable, so it slipped. Ageing buckets from 0–30 to 120+ days and a Recovery dashboard make the follow-up systematic.
Engagement letters from scratch
Every engagement letter was retyped. The AI drafts from the enquiry's context and you edit every line before it leaves — exported on your letterhead.
Your flow, without the friction
A matter opens as a project
The engagement enters the pipeline; when it's won, it becomes a project with milestones and owners — no re-entry.
Every filing passes a gate
Work moves milestone by milestone, reviewed at each gate before it's allowed forward. Dates roll up into one view.
Fees don't go stale
Fee notes sit in Tally-style vouchers, ageing sorts the dues, and Recovery queues the follow-ups.
What Law & CA / CS Firms runs on
Questions teams ask about this
Where is our data stored?
In MongoDB Atlas, Mumbai region. Your business data stays in India.
See all of it working together — on your data
₹199 per user per month, GST included — every module, every dashboard. You'll never discover a feature you need lives on a higher tier.