ServicesOS — For accounting, legal and professional services firms.
ServicesOS runs matters, billables and client communication in one place — so partners spend more time on clients and less time chasing admin.
Industry tier · from $350/mo · guided onboarding
- Billable time leaking
- Slow client intake and onboarding
- Email overload
- Inconsistent follow-up across partners
- More billable time captured
- Faster client onboarding
- Consistent, professional client comms
- Partners freed to focus on advisory
What's inside ServicesOS.
Matter management
Intake, status and deadlines coordinated across the firm.
Time & billing
Captured automatically from the work itself.
Client comms agent
Updates, reminders and follow-ups in your firm's tone.
Knowledge base
Precedents, templates and history at every fee-earner's fingertips.
Even a small uplift in captured billables covers the platform many times over.
Use the operations dashboard — or just talk to your business on WhatsApp, Telegram, Slack or whichever messaging app your team already uses every day.
Ready to deploy ServicesOS?
Get started on the Industry tier (from $350/mo). We get on a call, scope your operation and start your integration.