The system that ties your firm together, built around how you work.
Client onboarding, document collection, status, and billing in one connected place, shaped to your process.
The admin around the work eats the week.
Chasing clients for documents, every month, by email.
Client status scattered across email, spreadsheets, and your practice tools.
Your team spends skilled time on manual follow-ups and re-entry.
No single place to see which clients are complete and which are stuck.
Built around your firm's process.
We map how your firm onboards clients, collects documents, and tracks work, and build a system and client portal around it. It connects the tools you already use instead of replacing what works.
One connected place for the work around the numbers.
A client portal and internal system that ends the chasing and gives you one clear view.
Connects to the practice tools you already use.
We connect to the apps your firm already runs on, and keep your data moving between them.
QuickBooks
Xero
Gmail
Google Sheets
Dropbox
Stripe
Others are connected during the Blueprint.
How we build it with you.
1. We map your firm
A paid Blueprint where we map your process and design the system around it, then give you a fixed plan and price before any build.
2. We build your system
We build it around your firm and connect it to your existing tools, with you involved throughout.
3. It runs the admin
Clients self-serve, chasing stops, and you see every client's status in one place.
We've already done this.
We built a complete custom operating system for Floreal Invites, replacing manual spreadsheet tracking with one connected system from intake to delivery to live profitability. In the months after launch, their monthly revenue grew 5x, from PKR 400K to PKR 2M.
What we built for Floreal Invites
One custom system that runs the whole business, from the first order detail a customer submits to live profitability, in one place.
The whole business, in real time.
Daily revenue, projected gross profit, projected revenue, and order trends, live. The numbers that used to take a week to pull together are on one screen every morning.
Today's revenue
$4,280
Proj. gross profit
38%
Proj. revenue
$11.4k
Every customer in one place.
Customer records, contact details, order history, and lifetime value, structured and searchable instead of scattered across inboxes and sheets.
Aisha Khan
aisha@…
Bennett & Co
events@…
Carla Mendes
carla@…
Devansh P.
dev@…
Customers submit their own order details.
A guided form customers fill in when they place an order, so every spec arrives complete and nothing gets lost in back-and-forth email.
Your order details
Design
Quantity
Event date
Wording & notes
Track every order to delivery.
All orders, their current stage, and their due dates on one board, so nothing gets missed.
The full catalogue, managed in one place.
Products, pricing, and availability, all maintained in the same system that runs orders and revenue.
Botanical Suite
Classic Foil
Modern Minimal
Document Chasing Cost Calculator
A quick, conservative estimate of what your firm spends every year chasing clients for documents.
Estimated cost of chasing documents per year
Clients x follow-ups a month x minutes each x 12 months, valued at your team's daily cost. Rounded down.
This is what a client portal fixes. Book a fit call.One price, set before we build.
Starting at
Engagements start at $9,000. The exact price is set in the Blueprint, once we understand your process. Fixed price, agreed up front. No hourly billing. Every engagement begins with a $1,500 Blueprint that maps your firm, credited toward your build.
Core OS
Client portal, document collection, reminders, and a status dashboard.
Complete OS
Everything in Core, plus deeper reporting and connections to your practice software.
Questions
Will this replace our practice software?
No. We build the layer around it, the client portal and the connections, so your tools work together.
Isn't custom expensive?
Fixed scope and price, set in the Blueprint before we build. You know the full cost before we start.
What's the Blueprint?
A paid first step ($1,500) where we map your process and design your system, then give you a fixed plan and price. Credited toward the build if you proceed.
Do we own it?
Yes. It's your system.
See what the end of document chasing looks like.
Book a short fit call, or run the calculator to see what chasing is costing you.