One platform to replace your entire tool stack. Documents, signatures, time tracking, invoicing, client portal, and AI — from £29/month.
Upload, organise, and share client documents securely. Track who viewed what with timestamps, IP logging, and a complete audit trail. Folder structure per client, per engagement.
Legally binding draw-to-sign signatures with full audit trail — timestamp, IP address, device info, signer identity. Meets eIDAS (UK/EU), ESIGN Act (US), and equivalent legislation worldwide.
Log billable hours per engagement with one click. Start/stop timer or manual entry. Track by team member, project, and client. Generate invoices directly from tracked time.
Create professional invoices with detailed line items. Accept online payments via Stripe. Multi-currency support (10 currencies). Automatic payment reminders.
Each client gets a branded portal with your logo and colours. View documents, sign contracts, pay invoices, and message your firm — all from one secure login.
Built-in messaging between your firm and clients. Push notifications, unread badges, and email alerts. No more chasing responses across email and WhatsApp.
Create and manage client engagements with budgets, deadlines, and custom types. Track progress from proposal to completion in real-time dashboards.
Ask questions about your firm data in plain English. Revenue trends, overdue invoices, client activity, team utilisation — powered by Claude AI. Available on the Pro plan.
Revenue trends, collection rates, team utilisation, client activity — all in real-time dashboards. Export to Excel or CSV anytime.
Set up automatic invoicing on weekly, monthly, quarterly, or yearly schedules. Invoices are generated and emailed to clients automatically.
Browser push notifications, email alerts, and in-app notifications for messages, signatures, invoices, and more. Never miss a client action.
Row-level data isolation, AES-256 encrypted storage, 2FA with recovery codes, full audit logging, and GDPR compliance. Bank-grade security at SMB pricing.
No per-user fees. No hidden costs. 14-day free trial.