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Free: 60-minute call and Blueprint.
A working session on your business, then a clear plan of what we would build and in what order, written down for you to keep. No cost, no obligation.
Services
Professional Services (CA, Law, Consulting)
For a CA, law or consulting firm, the day the time leak, the document review and the firm's own realization sit on one governed screen the managing partner actually opens, the firm stops billing a fraction of what it earned and starts running on numbers instead of memory.
The art of the possible
A CA, law or consulting firm does not need a new practice-management platform its partners will reject. It needs the time leak found and recovered, the document review compressed, the firm's own precedent made searchable, and realization, WIP and the pursuit pipeline visible on one screen the managing partner actually opens. Reliable systems and arithmetic carry most of the value; AI reads the documents and numbers and flags what matters; a named, licensed professional signs anything that touches an opinion, a fee, a conflict, a payment or a filing.
The operating reality
These are partnerships of billable experts whose profit lives in realization, WIP and the pursuit pipeline, yet the firm is usually blind to its own numbers, runs statutory deadlines on one person's memory, and re-researches its own precedent from scratch. The work to do is to find the time leak, compress the document review, make the firm's own knowledge searchable, and put the numbers on one screen the managing partner actually opens.
By segment
Where the work is, segment by segment.
The same industry runs differently across its segments. Here is the operating reality of each, and the builds we would rank first, with why.
CA, accounting & tax firms
Billable judgement over financial statements, audits, returns and books; realization, WIP and write-downs are the profit spine; statutory deadlines (GST, TDS, audit, ROC) ride on memory; the firm is itself a finance shop blind to its own numbers.
- 01Time-leakage and WIP recovery
Unbilled time, under-recorded hours and stale WIP are the largest, fastest-paying leak; the read-only "find the money in your own record" wedge.
See what we build - 02Live realization and engagement-profit dashboards
Rate earned vs standard rate by partner, client and service line is invisible until year-end; this is where margin is made or lost.
See what we build - 03Conflict, independence and obligation register
GST, TDS, audit and ROC deadlines ride on one person's calendar; a slip is a penalty and a client-trust event.
See what we build - 04Document and due-diligence review acceleration
Client trial balances, bank statements, invoices and prior papers arrive as paper/PDF and are re-keyed slowly; the choke-point on every engagement.
See what we build - 05Billing, GST and trust-ledger reconciliation
The firm's own books, GSTR-2B and client ledgers tie up by hand and late; the firm is the worst-reconciled finance shop it knows.
See what we build - 06Client status and pursuit follow-up
Clients chase "is it filed?"; the firm chases documents; routine nudges depend on who remembered.
See what we build - 07WhatsApp and website concierge for the client front desk
"Is my return filed", "where do I send documents", "which partner handles this" lands on WhatsApp and is handled slowly.
See what we build
Law firms & legal practices
Billable judgement over contracts, matters and disputes; privilege must be protected without exception; the cost is senior time reading documents and data rooms; pursuits and precedent live in partners' heads; conflict checks are a liability surface.
- 01Document and due-diligence review acceleration
The firm's most expensive hours are seniors reading contracts and data rooms from cold; the signature build.
See what we build - 02Cited precedent, knowledge and deliverable re-use
"What did we conclude, what is our standard clause" is re-researched from scratch; the firm's own knowledge made searchable, citation-only.
See what we build - 03Conflict, independence and obligation register
A missed conflict or limitation date is a professional-liability event riding on one person's memory.
See what we build - 04Time-leakage and WIP recovery
Litigation and advisory time leaks the same way; unbilled and thin-narrative time is recoverable from the firm's own record.
See what we build - 05Proposal, credentials and pursuit pipeline
Pitches live in a rainmaker's inbox; pursuits and win-rate are invisible.
See what we build - 06Credible practice website and credentials
A GC or CFO checks the firm online before they call; good firms look quieter online than their work deserves.
See what we build - 07WhatsApp and website concierge for the client front desk
Routine "which partner, how to engage, where to send" enquiries route slowly; no advice ever given.
See what we build
Company-secretary & compliance practices
Run other firms' statutory calendars (ROC/MCA, secretarial, RERA, labour, sector licences); deadline-and-evidence discipline IS the service; high document volume, low realization visibility, deeply deadline-driven.
- 01Conflict, independence and obligation register
Running other firms' ROC/MCA, secretarial, RERA and licence calendars IS the service; the whole business is deadline-and-evidence.
See what we build - 02Recurring filing-cycle automation
The same monthly/quarterly/annual cycle repeats across dozens of client entities; the work is mechanical and re-keyed by hand.
See what we build - 03Document and due-diligence review acceleration
Resolutions, registers, certificates, notices and filings are paper/PDF-dense; capture-once-and-route is the spine.
See what we build - 04Client status and pursuit follow-up
Chasing clients for documents and signatures, and updating them on filing status, runs on memory and manual messages.
See what we build - 05Live realization and engagement-profit dashboards
Per-entity engagement economics and staff utilisation are invisible; low-margin clients hide.
See what we build - 06WhatsApp and website concierge for the client front desk
"Is the annual return filed", "what do you need from me" is constant, repetitive WhatsApp traffic.
See what we build
Management, advisory & consulting firms
Sell projects and outcomes, not billable hours alone; the business-development and proposal engine feeds the firm; engagement profitability and utilisation are the leak; knowledge re-use and the partner pack are the leverage.
- 01Proposal, credentials and pursuit pipeline
The business-development engine feeds the firm; every proposal is rebuilt from scratch and pursuits are invisible.
See what we build - 02Live realization and engagement-profit dashboards
Which projects bleed margin, where utilisation slips, which clients are chronically written down; the managing-partner leak view.
See what we build - 03Cited precedent, knowledge and deliverable re-use
Frameworks, prior decks and findings are re-built from scratch; the firm's own work made searchable and re-usable, citation-only.
See what we build - 04Time-leakage and WIP recovery
Consultant time logged thin or late leaks realization; recoverable from the firm's own time record.
See what we build - 05Automated partner pack and MIS
The monthly partner pack is stitched in Excel, lands late and varies; built once and sent on schedule.
See what we build - 06Credible practice website and credentials
Buyers pre-qualify on the firm's record, proof and point of view before the first call; the site is often quieter than the work deserves.
See what we build - 07Brand, thought-leadership and the digital front door
Beyond the site, the firm's whole public footprint and first-contact path are thin and unwatched, so a serious enquiry has no clean way in.
See what we build - 08Client status and pursuit follow-up
Pursuits go unchased and lapsed clients go un-worked; follow-up depends on who remembered.
See what we build
The whole picture
Front office, back office, and the data that ties them together.
Front office
How the business is found, sells, and is reached.
Back office
How the work actually gets done, day to day.
- Approval workflows for fees, waivers and engagement acceptance
- Recurring filing-cycle automation
- Conflict, independence and obligation register
- Connect and automate the firm's tool stack
- Document and due-diligence review acceleration
- HR and people operations for a people-heavy firm
- The firm's own AP and vendor-invoice check
Talk to your data
One trusted picture you can read and ask questions of.
How an engagement works
From a free call to a system you own.
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Deep-dive and build.
Go deeper on one area, or have us build the software, app or data layer. Fixed price. A focused build ships in weeks.
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Run and govern: per need.
We keep it running and watch over it, as much or as little as you want.
Related industries
Sectors with a similar operating spine.
Find the one build worth funding first.
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