Live systems
Selected Engagements
Ten client portals, billing systems, and reporting platforms we've engineered for consulting firms, law practices, agencies, and other professional service teams.
Harlow & Vance Counsel
A client portal and milestone billing system for a mid-size litigation practice, replacing a mix of email updates and a shared drive of case documents.
Meridian Tax Advisory
Retainer billing automation synced to QuickBooks, with a partner-facing dashboard showing utilization across the busy season.
North Bench Creative
SOW-linked project tracking that connects creative deliverables directly to the client contract, replacing three disconnected task boards.
Colvin Strategy Partners
A real-time margin and utilization dashboard giving partners engagement-level profitability instead of a quarterly spreadsheet reconciliation.
Ashford & Reyes Immigration Law
Structured intake questionnaires and a case-status portal for a high-volume immigration practice, cutting paralegal status-update calls sharply.
Preston Wade Architecture Group
Templated proposal generation tied to phase-based project tracking, from schematic design through construction administration.
Bellrose Marketing Collective
A referral-aware intake pipeline and e-signable proposal system that cut new-client onboarding time from two weeks to three days.
Kestrel Capital Advisory
Fee-billing automation tied to assets under advisement, with a compliance-ready reporting layer for quarterly client statements.
Thornwell & Cole Executive Search
A candidate and client pipeline built around retained search stages, replacing a generic sales CRM that never fit the search process.
Ferris Okafor Engineering Consultants
A complete platform build — portal, billing, and reporting as one system — for a multi-office engineering consultancy migrating off spreadsheets entirely.