Manage client engagements, track billable hours, automate invoicing, and build lasting relationships — purpose-built for consultancies, accountants, solicitors, and advisors.
Client information lives in email, spreadsheets, and filing cabinets — never in one place.
Without proper tracking, billable time goes unrecorded and unrecovered.
Manual invoice creation and reconciliation delays cash flow and frustrates clients.
Partners and managers lack a real-time view of active engagements, capacity, and revenue pipeline.
Purpose-built features that address your specific challenges.
Companies, contacts, deals, projects, invoices, and emails — everything about a client in one place.
Track hours against retainers, sync from Everhour, and generate client-facing reports automatically.
Create invoices, push to Xero, track payments, and chase overdue amounts — all from one screen.
Visualise your sales pipeline from prospect to engagement. Custom stages for your sales process.
Role-based access ensures associates see only what they need. Full audit trail for compliance.
Differentiate your practice: every paid engagement contributes to charitable causes your clients care about.
Start free today. Purpose-built for professionals who value efficiency and impact.
