Web
Next.js
A modern web technology for fast, search-friendly websites, online stores and web applications that load quickly on mobile.
Used for
- Business websites
- Online stores
- Web apps
- Customer portals
Business & enterprise
Software development for professional services firms
Client portals, compliance calendars, time tracking and billing tools for company secretaries, tax practitioners, engineering and advisory firms.
At a glance
The short version
- What we build
- How it works
- Compliance calendar
- Client portal
- Firm staff
- Assigned team
- 2 more
- Runs on
- Web app
- Website
- PWA
- Admin
- Who it's for
Firms that sell expertise run on deadlines, documents and billable time. We build portals and workflow tools that cut the chasing and make that work visible.
- Cost depends on
- Service lines
- Integrations
- AI document features
How to start
Tell us what you need in your own words. You talk to the developers who would build it and get a written, line-item estimate.
Get a project estimateDeadlines, documents and billable hours
Company secretaries, tax practitioners, engineering consultancies and research firms share a pattern: recurring work for many clients, statutory deadlines, and documents that must arrive before anything can be filed. Much of the day goes into chasing clients over email and WhatsApp. Software turns each engagement into a checklist with owners and due dates, gives clients a secure upload point and ties time spent to invoices.
Challenges
Common pain points in service firms
Document chasing
Statements, notices and signed forms arrive late and scattered across inboxes.
Missed statutory dates
GST, TDS and ROC due dates tracked in spreadsheets for dozens of clients.
Unbilled time
Hours on ad-hoc client queries rarely reach an invoice.
Know-how in individual heads
Templates and past work are hard to find when a senior person is away.
Solutions
Solutions suited to service firms
Across 3 areas
Custom CRM software that captures leads from every channel, keeps follow-ups on schedule and shows managers a live pipeline.
Data extraction from invoices, KYC documents, statements and forms into your systems, with validation rules and human review for uncertain fields.
Automations for repetitive back-office work, with AI steps that read, classify and draft, and approvals where decisions matter.
Search and question-answering over your documents, tickets and product data, with hybrid retrieval, citations and permission-aware results.
Custom scheduling software for consultants, service centres, labs and multi-location businesses: availability rules, reminders, payments and calendar sync.
Tools we build for firms
Client portal
Uploads against a checklist, filing status and invoices behind one login.
Compliance calendar
Recurring due dates per client, with reminders that move when dates are extended.
Time and engagement tracking
Timesheets linked to engagements, feeding invoices and profitability reports.
AI document intake
Key fields extracted from statements and notices, checked by staff before use.
E-sign workflows
Aadhaar-based eSign or digital signatures for engagement letters and approvals.
How it works
How a monthly compliance engagement runs
- Compliance calendar
Step 1: Due dates generated
Recurring GST, TDS and ROC due dates are created for each client from rules, with an internal deadline set a few days ahead of the statutory one.
- Client portal
Step 2: Client asked for documents
The client receives a checklist link by WhatsApp or email, signs in with an OTP and uploads statements and invoices against each item.
- Firm staff
Step 3: Staff review the uploads
AI pulls key figures from the uploaded statements for staff to confirm, and reminders for anything still missing go out automatically.
- Assigned team
Step 4: Work prepared, time recorded
The return or filing is prepared and reviewed by a partner, and hours spent are logged against the engagement as the work happens.
- Client
Step 5: Client approves and filing closes
The client approves with Aadhaar eSign or a digital signature, the filing status updates and the acknowledgement is stored with the engagement.
- Billing
Step 6: Invoice raised, next cycle opens
Fixed fees and billable time turn into an invoice, and the next period’s tasks appear on their own.
Then it starts again at step 1: Due dates generated
Platforms
Platforms for firms and their clients
- Web
Web application
Browser-based applications with logins, roles and workflows, such as customer portals, SaaS products and internal tools.
- Web
Website
Marketing and content websites: fast, search-friendly pages with a CMS your team can update without a developer.
- Web
Progressive web app
Installable web apps with offline support and notifications, useful when an app-store listing isn't essential or phones have little storage.
- Back office
Admin dashboard
Back-office panels for operations, support and finance teams: orders, users, content, reports and permissions.
Technology
Stack for firm software
Secure web apps with encrypted document storage, and AI that reads statements for your staff to check.
Backend
NestJS
A structured way to build back ends on Node.js, so large business systems stay organised, testable and easy to hand over.
Used for
- Business app back ends
- SaaS platforms
- Marketplaces
- Admin panel back ends
Data
PostgreSQL
A reliable database for the records your business runs on: orders, payments, bookings and stock, kept accurate and easy to report on.
Used for
- Orders and customers
- Payments and ledgers
- Stock and inventory
- Bookings
Backend
Python
A programming language for AI features, data processing and automation: the engine behind document reading, reports and smart search.
Used for
- AI features
- Document reading
- Reports and analytics
- Task automation
Connects your product to AI language models from several providers, so each task uses a suitable model and you can switch later.
Used for
- AI assistants
- Answers from documents
- Workflow automation
- Ticket triage
Plain-English glossary
Practice software terms, in plain English
- Client portal
- A secure website where each client signs in to upload documents, check progress and download invoices. It replaces scattered email and WhatsApp attachments with one organised place per engagement.
- Compliance calendar
- A schedule of statutory due dates generated for every client from rules rather than typed by hand. When an authority extends a deadline, you change it once and every client’s reminders follow.
- Aadhaar eSign
- An electronic signature authenticated with an OTP sent to the signer’s Aadhaar-linked mobile. Clients sign engagement letters and approvals from anywhere; a few document types, such as wills, still need other methods.
- AI document extraction
- Software that reads statements and notices and pulls out fields such as dates, amounts and account numbers. Staff still confirm each value, but no longer type every figure themselves.
Product preview
Client portal and practice screens
Sample screens with illustrative clients and dates.
Client portal. Each client knows which papers are still outstanding and uploads them from a phone, which ends most of the chasing. 
Compliance calendar. The team sees every client deadline, who owns it and what it is waiting on, and dates move automatically when an authority extends them. 
Partner dashboard. Partners see billable hours, unbilled time and filings at risk across the firm, so problems surface before a deadline passes.
Illustrative preview
Sample screens: names, prices and figures are examples, not client data.
Cost drivers
Cost considerations for service firms
Service lines
Each practice area brings its own checklists, deadlines and deliverables.
Integrations
Accounting software, e-sign providers and messaging each add work.
AI document features
Extraction from varied formats needs testing on your real samples.
Estimates are written from your scope, with the effort and assumptions behind each line item.
How pricing worksServices
Services for this industry
The design and engineering services our in-house team combines on projects in this sector.
Website development
Fast, SEO-ready company and marketing websites with a CMS your team can edit, designed and built by our in-house team.
Web application development
Browser-based products, customer portals, dashboards and internal tools, built on clean data models with secure roles and integrations.
Custom software development
Software shaped around how your business runs, from approvals and inventory to billing and reports, replacing spreadsheets and disconnected tools.
UI/UX design
Product design for web and mobile apps: research, user flows, wireframes, prototypes and design systems that engineers can build from.
Locations
Professional services by city
Cities where this sector is a significant part of the local economy. We work remotely with teams across India and meet in person where practical.
Delhi NCR
Delhi
Chandigarh Tricity
Chandigarh
FAQ
Frequently asked questions
Can clients upload documents without a complicated account?
Yes. Clients can sign in with a mobile number and one-time password, or use a secure, time-limited link sent for a specific request. Each upload lands against the right engagement and checklist item, so staff see what is still missing. Files are encrypted, access is limited to the assigned team and downloads are logged, which matters with financial statements and identity documents.
What happens when a statutory due date is extended?
Due dates are stored as editable rules, not fixed dates. When an authority extends a deadline, an administrator updates it once and every affected client's tasks and reminders move with it. The system keeps a history of the change, so you can show which date applied at the time. Many firms also set internal deadlines a few days ahead of the statutory one.
How reliable is AI extraction from client documents?
It works well on consistent, typed documents such as bank statements from major banks, and less reliably on scans or handwriting. We design it as an assistant: the system extracts fields, shows confidence and where each value came from, and a staff member confirms before the data is used. We test on a sample of your real documents before fixing the scope.
Next step
Tired of chasing client documents?
Walk us through your practice areas and client volumes, and we will outline a portal and workflow plan.