WHO WE HELP / PROFESSIONAL FIRMS
You give the advice. We build the rest.
The work around the advice: intake and booking, engagement letters, a client portal and billing. Where your practice software accepts outside data, we connect to it rather than replace it.
For law practices, accounting and tax firms, independent advisers, insurance agencies and consultants in DC, Maryland and Northern Virginia.
Tell us about your business01 / WHAT WE BUILD
Everything between the first inquiry and the finished engagement.
Take one piece or the whole system. Where your practice software already does it, we set it up and connect it. Where it doesn’t, we build it.
Win the right clients
A website built around situations
Pages for the situations your clients arrive with, how an engagement works and how fees are set, as your rules allow.
Intake that screens
Your screening questions, including conflict-check details your ethics counsel specifies, sent to your practice software where it accepts outside data.
Booking without phone tag
Qualified prospects book a consultation from your real availability, with reminders that say what to bring.
Sign and onboard
Engagement letters and e-signature
Letters signed online through your e-signature tool or one we set up, filed with the matter where your software accepts it.
A client portal for documents
Secure upload with a document list for each type of engagement, and automatic reminders for anything still missing.
A status page clients can check
Received, in review, waiting on you, complete: a status for each engagement that clients check instead of calling.
Run the practice
Billing tied to each engagement
Invoices from the time, fixed fee or retainer on each engagement, sent through your practice or accounting software where it allows. Trust accounts stay in that software.
Connections to your practice software
Your CRM, practice management, calendar and accounting sharing information where they allow outside connections, so nothing is typed twice.
AI-assisted document sorting
Uploads sorted and labeled by AI, confirmed by your staff before filing, on a service whose terms rule out training on your files.
Tools for the way your firm works
Engagement dashboards, internal knowledge search, reporting across clients and matters: when your practice software stops short, we build the rest.
See every capability02 / WHERE IT BREAKS
Three places good clients and good hours get lost.
Start with whichever costs you most. The rest can follow.
Your website lists credentials. It doesn’t help the right clients choose you.
Referred clients still look you up first, and a site of bios and practice areas reads like every other firm in the county.
WHAT WE’D BUILD
Intake and scheduling eat the hours meant for client work.
A new inquiry turns into three voicemails, a calendar back-and-forth and questions you’ll ask again at the consultation.
WHAT WE’D BUILD
Client work lives in email and attachments.
Every engagement starts with a document list and turns into a thread of forwards, half-scanned PDFs and “did you get my email?”
WHAT WE’D BUILD
03 / HOW WE WORK
Start with the inquiries you already have.
We start with a no-names summary of your last few inquiries and engagements: where they came in, who replied, what was asked twice and where documents stalled. Then we set up what you already pay for, connect it where it allows outside connections and build only what it can’t do. Software can route and remind, but someone still has to reply, so we build around the person who owns the inbox. You approve every word that goes public, because your advertising rules apply to it; we don’t write testimonials or results, and we don’t give legal or compliance advice. For insurance agencies, we focus on the website and intake; carrier systems are outside our scope.
We agree the scope and price before work begins. After launch, we host and look after it under a care plan, or set it up on your own hosting if you prefer. Your domain stays registered to your business, the data you collect directly stays yours, and the custom code and designs we create for you become yours once they’re paid for, even while we keep hosting them. Third-party services keep their own licenses and terms.
WHAT YOU MAY ALREADY USE
- Clio
- MyCase
- Lawmatics
- Karbon
- Canopy
- Wealthbox
- Calendly
- DocuSign
No partnership implied. Features vary by plan, so we check what yours includes, connect where it allows outside connections and work alongside it where it doesn’t.