From proposal to paid, without the retyping.
In one paragraph
For consultancies, engineering and architecture firms, and law firms around their practice software. One practice management system runs proposals, matters, invoicing and a client portal, with AI that reads documents and files each to its matter. We have not built for a firm like yours yet; the practice system is built and tested. Built in Melbourne, working Australia-wide.
01Where the admin hides
The firm runs on email threads and last year's proposal.
The admin we see in consultancies and firms. Plain statements, not quotes.
Every proposal starts from the last one.
Then checked for the old client's name.
The matter lives in email threads.
Only whoever was copied in knows.
Timesheets filled on Friday from memory.
Hours slip, and the invoice with them.
Clients call to ask where it is at.
Each call stops the work.
02What we build
One matter, one record, from the proposal to the paid invoice.
Proposal, engagement, work and invoice read the same matter.
- 01EnquiryEntered once, with the client
- 02ProposeDrafted from your own templates
- 03EngageThe engagement letter as a PDF
- 04DeliverStages and tasks on the matter
- 05InvoiceFive ways for the client to pay
- 06CloseArchived with every document
- Proposals and engagement letters produced as PDFs from your templatesLive
- One record per matter, with stages and tasks on a cycleBuilt
- Invoices and collections, with five ways for a client to payBuilt
- A client portal where clients see status and send documentsBuilt
- AI that reads incoming documents and files each one to its matterBuilt
- Time recorded against each matterNext
Live: running for a client today · Built: coded and tested · Next: not shipped yet · Can build: no delivered example yet
Levels describe the module, in whichever industry it runs today.
Services for professional services: Business Operating System · AI agents and automation · Web apps and custom software · UI/UX design.
Software we connect to
| Software | Level |
|---|---|
| Email and PDF documentsProposals, engagement letters and reports | Live |
| Xero and MYOBInvoices out, payments in | Can build |
| LEAP, Actionstep or SmokeballYour practice system stays; we build around it | Can build |
The rules your paperwork answers to
Legal Profession Uniform Law
Trust money follows the Uniform Law, so it stays in your practice system.
lsbc.vic.gov.au, 5 Oct 2026
Professional Engineers Registration Act 2019, Victoria
Structural, civil, electrical, mechanical and fire safety work needs a registered engineer.
consumer.vic.gov.au, 5 Oct 2026
This is the Business Operating System, set up for professional services.See the full system
Also set up for: Accounting firms · Property and real estate · Marketing and creative agencies. All industries
03Built on the same system
No consultancy or law firm yet. The practice system that would run yours is built.
PDF proposals and documents run live for a security company. Client files, tasks and billing are built for an accounting firm; the client portal, five ways to pay and the AI that files documents are built in Crux Practice.
PDF proposals and documents
LiveA complete in-house system for a security company
Quotes, rosters and client questions run from one record. The company takes on new clients without rebuilding the paperwork each time.
Read the case : A complete in-house system for a security company
Live in 10 weeks
from first build to daily use, current version
Client files, tasks and billing
BuiltFull practice management for a mid-tier accounting firm
The subscriptions collapsed into one system the firm owns.
Read the case : Full practice management for a mid-tier accounting firm
Client portal, five ways to pay, AI filing
In-house project, pausedCrux Practice: practice management for accounting firms
An in-house project, built and tested. Not live for a client today.
Read the case : Crux Practice: practice management for accounting firms
04Questions from consultancies and firms
The things people ask before they call.
Do you replace LEAP or our practice system?
No. LEAP, Actionstep or Smokeball keeps the trust account and the legal file. We build intake, proposals and the client portal around it.
Can it track time?
Not yet. Time against each matter is the next module. Proposals, matters, invoicing and the client portal are built and tested today.
Does the AI read our documents, and where?
It reads incoming documents and files each one to its matter, and a person confirms. The data stays in Australian data centres, in a database the firm owns.
How is this different from a project management tool?
A project tool tracks tasks. This runs the whole matter: the proposal, the engagement, the work, the invoice and what the client sees, from one record.
What happens next
- 1Tell us the crux in a short form.
- 2We reply within one business day, with a straight answer on fit.
- 3Pick a time that suits you for a 30-minute call.