Custom Business Platforms
Your own platform, built around how your business actually runs: bookings, jobs, clients, billing and reporting in one place.
View detailsLaw, Accounting & Consulting
Client Portals and AI for Professional Firms
Secure client portals, smart intake, document handling and billing that make a small firm run like a big one.
Plan your platform
Sound familiar?
The everyday friction we hear about
- Documents sent back and forth by email
- Intake calls that repeat the same questions
- Time tracking and billing done late
- Knowledge locked in people's heads
What we build
Your platform, shaped around your work
- Client portalSecure uploads, e-signatures and status updates.
- Smart intakeQuestionnaires that adapt to each matter or engagement.
- Document automationEngagement letters and templates filled in automatically.
- Time and billingCapture time where work happens, invoice on schedule.
- Knowledge searchFind past work and precedents in seconds.
- Pipeline viewEvery prospect and engagement in one place.
Workflow automation
Before and after Webzita
Today
- Email chains with attachments
- Intake re-keyed into files
- Unbilled time at month-end
- Answers buried in old files
With your platform
- Everything shared in the secure portal
- Intake creates the file automatically
- Time captured and billed on schedule
- AI search across the firm's knowledge
Your AI layer
How AI helps law, accounting & consulting
AI reads incoming documents, summarises them for the team, and drafts first versions of routine letters.
About the AI layer
AI Automation
Follow-ups, data entry, scheduling and reports handled in the background, with you approving what matters.
View detailsYour Company's AI Layer
One intelligent layer across all your systems: ask a question in plain English and get one answer from everything.
View detailsAI Integration
AI inside the tools you already use: assistants, document reading and smart search over your own information.
View detailsMet us at an event?
You probably met Sara. Let's pick up where we left off.
We build custom platforms for businesses like yours, then add the automation and AI that give your team its time back.
Continue the conversation