The office management system for small professional firms.
When five people wear every hat, the system has to cover all of them. Lead to client to project to invoice, in one flow, without an administrator.
Three problems small firms recognise.
There is no operations person. Every hour spent reconciling tools is an hour not billed to a client.
Five subscriptions at four seats each adds up to more than the firm saves, and none of them talk.
The way work gets done lives in the founders’ heads, which makes hiring the sixth person genuinely painful.
A client, from enquiry to payment.
One real workflow, in the order it happens. Nothing here is typed into a second tool.
What a small firm hands to an agent first.
One message covering money, deadlines and anything that has gone quiet.
Builds the quote from your templates and the enquiry details.
Finds unbilled work, missing documents and dormant clients.
The modules small firms live in.
A quote from a small firm belongs here, with name, role and business. We leave it empty rather than invent one.
Professional services questions
Turn on what you need. Most small firms start with clients, projects and invoicing, and switch on HR or marketing when the team grows.