Industry · Professional Services

Software for Professional Services

Australian consultancies, engineering firms, law practices and agencies that have outgrown the templates. We build the workflow that fits your actual service model — unusual fee structures, custom deliverables, hybrid retainer-project arrangements — without forcing you into a SaaS shape that doesn't quite fit.

What we build for professional services firms

  • Branded client portals — deliverable access, sign-off, document repository
  • Time tracking tuned to non-standard billing models (capped retainers, bonus-on-outcome, revenue-share)
  • Project management with phase-based billing automation pushing drafts to Xero/MYOB
  • Proposal generators pulling from service catalogue, producing branded PDFs
  • Document workflow with version control, e-signature integration, client review
  • Internal knowledge management with semantic search across firm documents
  • Cross-client analytics and partner-level dashboards

The custom-billing problem

Most professional services SaaS assumes a standard time-and-materials or fixed-fee model. The firms that come to us have outgrown that: capped retainers with hourly overruns, bonus-on-outcome pricing, revenue-share arrangements, hybrid scoped-plus-retainer engagements, or genuinely unusual mixes that the SaaS forces them to dilute. The custom layer captures your actual model — the financial source-of-truth still lives in Xero or MYOB, but the operational workflow runs how your business actually operates.

Document automation that's worth it

Professional services firms spend a meaningful portion of their billable time on document production. Custom proposal generators, templated report assembly with merge fields, and AI-assisted first-draft generation can recover material time. The catch: over-engineered document automation often takes longer to maintain than the manual process saved. We always start with the highest- volume document types (proposals, status reports) and resist automating one-off bespoke documents.

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Software for Australian professional services — FAQ

Those tools handle the standard professional services workflow well. Custom software earns its place when: (1) your service offering doesn't fit the templates — unusual fee structures, custom deliverables, hybrid retainer/project models; (2) you've outgrown the reporting and need cross-client analytics the SaaS doesn't expose; (3) you have integrations needed (specialist tools, regulatory bodies, custom client systems) the SaaS doesn't support.
Custom client portals branded to the firm with deliverable access, sign-off workflow, and document storage. Time-tracking tools tuned to weird billing models (capped retainers, bonus-on-outcome, revenue-share). Project management with phase-based billing automation. Custom proposal generators that pull from a service catalogue and produce branded PDFs. Internal knowledge management tooling with semantic search.
Standard pattern: time and expenses captured via mobile or web, validated against project budgets, approved weekly, then pushed to Xero or MYOB as draft invoices for review before sending. Customisable per-project billing rules — capped, retainer-deduction, fixed-stage, milestone — all live in the custom tool, with the financial source-of-truth in your accounting system.
Templated document generation (proposals, contracts, reports) with merge fields from the project system. E-signature integration (DocuSign, Annature). Document version control and review workflow. Client-facing document sharing with permission scoping. AI-assisted summarisation and search across firm documents (with the guardrails described in the AI integration page).
That's actually our sweet spot — firms with unusual fee structures or service mixes are exactly where SaaS forces uncomfortable compromise. We build the workflow that fits how you actually operate, not how the SaaS template says you should. Discovery is critical here — we'll spend the first 2 weeks understanding your real model before quoting.

Build the tool that fits your firm

Book a free 30-minute call. We'll talk through your service model and the friction points the templates can't quite handle.

Book a Free 30-Min Discovery CallSee Pricing