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.
Software for Australian professional services — FAQ
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.