Matters, time, and invoices for professional firms
Each client has matters, contracts, and hours; invoices are built from work done without redoing everything.
What usually gets in the way
Each matter as a project with stages and deadlines
Matters have stages, tasks, deadlines, and expenses, all linked to the client. At the end you see time spent and what was collected.
- Stages with amount and completion
- Tasks with deadlines
- Expenses linked to the matter
Hours by client and matter
Each person logs time; managers see summaries by team, client, and period.
- My time entries
- Summary by team and period
Contracts with alerts; quotes in minutes
Contracts with value, period, and expiry alerts. Quotes from your service catalog turn into invoices.
- Alerts before expiry
- Quotes from catalog
- Documents from templates
| Contract | Party | Remaining | Status |
|---|---|---|---|
| Office lease | Imobil Plus SRL | 14 days | Expiring soon |
| Equipment maintenance | TechCare SRL | 2 months | 30-day notice |
| Supplies contract | MedSupply SRL | 8 months | Active |
| Collaboration agreement | Dr. Ionescu | 11 months | Active |
From quote to invoice in one flow
Invoice from work done and send from the same place. Check tax obligations with your accountant.
- Invoice status on each document
- Collections by period
| Number | Client | Total ($) | e-Invoice |
|---|---|---|---|
| FCT-0142 | Alfa Construct SRL | $4,200.00 | Validated (ANAF) |
| FCT-0141 | Beta Services SRL | $1,850.00 | Sent |
| FCT-0140 | Gama Trade SRL | $12,400.00 | Validated (ANAF) |
| FCT-0139 | Delta Med SRL | $760.00 | UBL error |
What people ask us
Can we separate matters by client?
Yes. Each matter links to a client with full history.
Is data protected?
Role-based access; see security.
Hourly billing?
Hours log by client and matter; invoices can use them. Rate rules are set on a call.
We also work with
Construction and trades
Software for construction and trades: quotes, jobs with margin, material stock, contracts, time tracking, and invoices.
Schools and training centers
Software for schools and courses: online enrollment, bookable rooms, learners, contracts, and invoices without double booking.
Real estate agencies
CRM for real estate: sourced leads, scheduled viewings, contracts and documents through to signing.
Online booking only
Online booking: calendar, public booking page, reminders, and reviews for anyone who serves clients by the hour.
Need a site too?
Booking, contact, and hiring forms wired straight to CRM and ERP, on a fast site designed around your brand.
Let’s see how it looks for your company
We have a call, learn how you work, and set up a free 7-day demo environment.