Client portals and intake automation for firms that handle confidential work.
Secure document collection, intake automation, e-signature and AI-assisted document workflows for law firms, accounting and tax firms, and insurance agencies.
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Professional firms lose hours every week chasing documents, re-typing intake forms and answering "where are we on my file?" emails. Clients expect a portal; partners expect confidentiality to be taken seriously.
We build portals and automation around your practice-management system - not instead of it - with access controls, audit trails and data handling documented up front.
Where the time and money leak.
Document chasing
Tax documents, policy information or case files arrive by email in pieces, and staff chase the rest.
Manual intake
Intake forms re-typed into practice-management or agency systems, with conflicts and eligibility checked by hand.
Status calls
Clients call for updates that a portal could show them.
Security expectations
Confidential data sent over plain email and stored in shared drives.
Software for professional services teams, shaped around your workflow.
Each of these can be a focused first project. Most clients start with the one that costs them the most hours each week.
Secure client portals
Checklists of required documents, secure uploads, e-signature and status updates in one login.
Intake automation
Online intake that validates, routes and creates the matter, client or policy record automatically.
AI document extraction
Pull data from tax forms, declarations pages or contracts into your systems, with human review.
Referral & client CRM
Track referral sources, cross-sell opportunities and renewals for agencies and firms.
Knowledge assistants
Staff-facing AI search over internal procedures and templates, with citations.
Integrations
Connect practice-management, accounting, e-signature and document storage so data is typed once.
Products for professional services ready to configure.
Industry editions of our product families. Each page states honestly whether it's in early access or a concept we build to order.
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Fixed-price Access and FoxPro migration from $10k: tables, forms, queries and VBA rebuilt as a secure web app with roles, remote access and reconciled data.
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Plan a Dynamics GP replacement before Dec 31, 2029: Business Central, Acumatica, Sage Intacct or custom, with data migrated and reconciled. Fixed price from $10k.
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Agenbord Migrate: QuickBooks Desktop
Fixed-price QuickBooks Desktop migration from $10k: to QuickBooks Online, an industry ERP or a custom system, with mapped data and reconciled balances.
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Agenbord Migrate: Spreadsheets to Web App
Fixed-price service from $10k to replace business-critical Excel or Google Sheets with a web app: roles, approvals, audit trail and integrations.
View productConnected to the tools you already use.
Systems we integrate with
Named platforms are examples we build against through their public APIs - not partnership claims.
Built with the rules in mind.
Plain-English notes, not legal advice. We configure the specifics with your attorney or compliance lead.
Law firms
ABA Model Rule 1.6(c) asks lawyers to make reasonable efforts to prevent unauthorized disclosure of client information. We document access controls, encryption and data locations so your firm can assess the system.
Tax and accounting firms
Tax preparers are covered by the FTC Safeguards Rule and IRS guidance on protecting taxpayer data (Publication 4557). Portals we build support multi-factor authentication, encryption and access logging.
Insurance agencies
Many states have adopted insurance data security laws based on the NAIC model law. We build with least-privilege access, logging and incident-response support in mind.
Professional Services software: common questions.
Can you integrate with Clio?
Yes, through Clio's API - for example creating matters from online intake or syncing portal documents.
Is a custom client portal secure?
Ours include role-based access, multi-factor authentication, encryption in transit and at rest, and audit logs. We document the controls so your firm can evaluate them.
Can AI read tax documents or insurance forms?
Yes, with human review. We measure extraction accuracy on your real documents before relying on it.
How much does a client portal cost?
Customer portals typically run $25k–$60k depending on roles, integrations and document workflows; focused intake automations start around $1.5k.
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