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The applications

Every module a firm needs, in one subscription

Each module is strong on its own and stronger because it shares one client record with the rest. No per app pricing and no add ons to chase

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Explore the modules

Select a module to see it in context

one subscription
CRM & Pipeline

Move deals through a clear pipeline

  • See every deal by stage
  • One client history, always current
  • Nothing slips between calls
Lead 2
Marlow & Co
Audit€24k
Solenne SA
Advisory€9k
Proposal 1
Vertex Legal
Sent€12k
Won 1
Atelier 9
Signed€31k
Projects & Tasks

Plan, assign and ship the work

  • Assign owners and due dates
  • Track progress at a glance
  • Deliver without the chase
4 of 6 done
Send engagement letter
Open client workspace
Collect VAT documentsE. Roussou
Review payroll dataToday
DocuFlow

Send for signature, filed in one place

  • Send for e signature in a click
  • Signed copies filed automatically
  • Every document on the client record
Engagement letterPDF
A. Doe Signed
Sales Flow

Quote, invoice and get paid

  • Turn a quote into an invoice
  • Paid status without the chasing
  • Tied to the same client record
Invoice 1042Paid
Audit services€2,000.00
Disbursements€400.00
Total€2,400.00
Schedule Hub

Clients book the right slot in seconds

  • Clients pick from your real availability
  • Reminders and confirmations sent for you
  • No back and forth over email
Tuesday 12 Mar
09:00
10:00
11:00
13:00
14:00
15:30
Booked for 14:00
Form Flow

A submitted form becomes a client profile

  • Build intake forms in minutes
  • Submissions become client profiles
  • No retyping, no lost details
Onboarding form
Company Northwind Ltd
Contact E. Roussou
VAT no CY1234
NL
Northwind LtdClient created
Owner E. Roussou
Status Active
Client Portal

Clients log in to one secure space

  • One secure space for each client
  • Documents, tickets and invoices in view
  • Less email back and forth
Marlow & Co
Documents5 shared
Tickets2 open
Invoices1 due
All applications

Everything your firm runs on, included

One subscription gives every user the full set. Turn on what you need today and add the rest whenever you are ready

CRM & PipelineLeads, deals and clients
Projects & TasksPlan and deliver work
DocuFlowDocuments and signatures
Sales FlowQuotes, invoices, payments
Schedule HubMeetings and booking
Form FlowForms, intake, approvals
Client PortalA secure client space
HelpdeskSupport tickets in one queue
Live ChatTalk to website visitors
Customer FeedbackRatings after every job
HR ManagementPeople, time off, records
DocsKnowledge and documentation
RemindersNever miss a follow up
NotesContext on the record
Internal ChatCoordinate across teams
AutomationsRoutine work, handled
Enterprise ready

Built for the standards your firm is held to

Security and compliance are built into the platform, not bolted on

Security and access

Role based permissions and full audit trails across every module

Data protection

EU data residency and GDPR ready processes on ISO 27001 certified hosting

Onboarding and support

Guided migration, tailored setup and priority support when you need it

Hosted on enterprise grade, ISO 27001 certified infrastructure from a leading European partner. All customer data lives in modern EU data centres that meet strict ISO 27001 information security standards

ISO 27001 EU data centres GDPR ready
See our infrastructure and certifications
One subscription

Every module, included for every user

See how the applications work together around one client record

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