Matter & Case Management
Matters, contacts, documents and the workflow the partner and the team actually run.
Industry Solutions
Professional Services Technology ThatBills More, Admits Less
We build professional services software for firms that bill their time and protect their data — matter management, document intelligence, time and billing, client portals, the AI that reads the contract, the practice analytics and the security the client and the regulator expect.
Realisation Rate Lift
+15-25%
AI Contract Review
<1 day
KYC Audit Trail
100%
For Compliance
Audit-Ready
Matters & CasesIn one system
Time CapturedBillable minutes
AI Contract ReviewFaster, accurate
Client PortalSelf-serve
Why technology matters
Solving Real Challenges Of The Professional Services Industry
From fragmented data to manual operations, we address the real challenges that slow down growth.
Matter Sprawl
Matters, contacts and documents live in email folders and the partner's head, not in one system.
Unbilled Time
Partners type up time at the end of the month, and 15% of billable hours never make it to the invoice.
Document Review
Contract review is a junior associate's day per contract, and the partner still has to spot the risky clause.
Client Onboarding
KYC, conflict checks, engagement letters — a 14-day cycle that the client experiences as friction.
Practice Blind Spots
The managing partner does not know the realisation rate, the WIP and the client concentration until the month-end.
Our solutions
End-to-End Professional Services Solutions
Time, Billing & Realisation
Time capture, the invoice run, the realisation rate and the WIP the partner reviews weekly.
Document Management & DMS
Versioned documents, the matter folder, the security and the retention the regulator requires.
AI Contract Review
AI that reads the contract, flags the risky clause, and the eval suite the partner can trust.
Client & Partner Portals
Self-serve for clients and partners, with the security the matter requires.
KYC & Onboarding
KYC, conflict checks, engagement letters — the 14-day cycle cut to a single afternoon.
Practice Analytics
Realisation, WIP, client concentration and the monthly review the managing partner runs.
Compliance & Risk
AML, conflict checks, the audit log and the regulator-ready controls the firm runs.
Success stories
Helping Professional Services Businesses Grow
CRM
TrackVora: CRM for an IT Agency
An agency CRM covering leads, proposals, GST invoices, renewals, affiliates and a client portal. It runs inside the TrackVora workforce platform, so sales and staff data share one login.
- Permission modules
- 12Permission modules
- Industry packs
- 13Industry packs
- Lead report windows
- 11Lead report windows
CRM
Marketing OS: Lead Generation CRM
A multi-tenant lead generation and CRM platform for Indian SMBs and agencies: lead capture, scoring and routing, business discovery from map data, a website auditor, sequences and workflow automation.
- Roles
- 12Roles
- Permissions
- 546Permissions
- Database tables
- 51Database tables
CRM
24x7 CRM: Sales CRM with GST Invoicing
A multi-tenant sales CRM with leads, follow-ups, a deals board, GST invoices and quotations, a lead-source webhook for portals like IndiaMART and JustDial, plus attendance, leave and payroll.
- Permission modules
- 16Permission modules
- Plans
- 3Plans
- Free trial
- 14-dayFree trial
HRMS
WorkLens: Employee Monitoring and HRMS
A multi-tenant HRMS with attendance, leave approvals, payroll, timesheets and productivity tracking, backed by an Electron desktop agent for Windows and macOS. Now runs as TrackVora Workforce Analytics.
- User roles
- 5User roles
- Seat-based plans
- 6Seat-based plans
- Default policies
- 39Default policies
Mobile App
UrbanSetu: Home Services Marketplace App
A home services marketplace with booking, two-step OTP job verification, extra-work approval, hourly help and same-day instant help. One Flutter app serves both customers and service professionals.
- Active services
- 126Active services
- Launch cities
- 4Launch cities
- Tests passing
- 201Tests passing
FAQs
Professional Services questions, answered
The DMS is built for the firm: per-matter access, per-user permissions, watermarking, the audit log, the retention rules, the right to erasure. The deployment model is on your infrastructure (cloud VPC or on-premise) with the encryption and the access control the regulator and the client expect.
No, and we do not recommend it. The AI is assistive: it reads the contract, flags the risky clause, cites the source, and the associate reviews. The AI cuts the day-per-contract to an hour, the associate still owns the review, and the partner still owns the call. The work compounds, because the AI learns from the firm's precedents.
Calendar integration, the email integration, the document integration — the time is suggested from the data the partner already produces, and the partner confirms. The realisation rate goes up, the WIP is visible, and the partner is not asked to do a task they already did.
Yes, when the data posture requires it. The DMS, the AI and the portal can all run on your infrastructure, with the deployment model the firm's IT and compliance teams agree. The architecture is deployment-agnostic, with the choice made in the discovery.
Let’s Build Something Amazing Together
Whether you are a professional services operator, agency or platform, we have the right technology solution for your business.