Less admin between you and the billable hour
Professional firms sell judgment delivered through documents, meetings and deadlines. Coordinator runs the practice around them — intake, matters, time, documents, billing — with the audit discipline your own profession expects.
Free. No card. About two minutes to set up.
New-client details arrive across nine messages. Someone assembles them into the system — eventually, partially.
Hours worked but never captured, captured but never billed. The leakage is invisible until year-end.
Every client thinks their matter is your only matter. Each status call costs the time it asks about.
A form opens the matter
Your engagement form collects everything once — entity details, scope, conflicts questions — and creates the client, the structured intake record, and the matter from your template: engagement letter, delivery, close.
- Conditional questions: corporate clients see corporate questions
- Answers can write back onto the client record — whitelisted, audited
- Engagement letters and contracts live as typed records: Contract › Engagement letter › Retainer
Meetings book themselves; time bills itself
Clients book consultations on your page — buffers respected, video link created on your own Zoom or Meet, reminders sent. Timers run per matter with rates frozen at entry, and unbilled time sweeps onto the monthly invoice.
- Booking links per service: intro call, planning session, annual review
- Round-robin across qualified staff, or let the client choose their person
- The retainer loop: each month's invoice collects that month's unbilled time automatically
A portal that answers before they ask
Each client gets a magic-link portal — their invoices, estimates, upcoming meetings and an inquiry thread. A company contact sees its whole team's items, each quietly badged with who it belongs to.
- No passwords to reset; disable the link and access dies instantly
- Inquiries land as threads filed on the client — context attached
- Clients on the network see shared matters live from their own workspace
A practice that closes properly
You hold clients to standards; your own books should survive them. Manual journals for accruals and prepayments, immutable posted entries with reversal-only correction, a books-close date nothing bypasses, and statements that reconcile by construction.
- Trial balance, P&L (accrual and cash), balance sheet, cash flow, aging that ties out
- Entity ring-fencing: staff roles scoped to one practice entity
- Every action server-permission-checked with a full audit trail
The pieces, mapped to your business
Engagement letters, intake forms, matter documents
Matters as staged work with deadlines and approvals
Client booking pages, panel availability, reminders
Time billing, retainers, journals, period locks, trust in the numbers
The client's whole history — matters, money, meetings, mail
Business clients run shared matters from their side
Asked by businesses like yours
The deep end was built to accountant standards: double-entry journals, gapless numbering, immutable posted entries, reversal-only corrections, a period lock without bypasses, and statements that agree by construction. Run your own practice on it — and your clients' bookkeeping too.
Roles are custom bundles of per-module permissions; people can hold several and get the union, and a role can be ring-fenced to one legal entity. Read-only users never even see mutation buttons.
Records can be private with explicit sharing; chat permissions derive from the underlying work, so losing access to a matter silences its discussion too. Everything is audited.
Open your practice here
Free for the whole firm — partners, associates, bookkeeper — with the controls a practice actually needs.
Free. No card. About two minutes to set up.