Client files scattered across many places
Store documents and progress per client and matter
Industry solutions
Manage client files, time, contracts and client service.
Service firms sell their team’s time and expertise. We manage client files, working hours, contracts and appointments, so fees are billed accurately and no renewal deadline is missed.
Common problems
Client files scattered across many places
Store documents and progress per client and matter
No record of time spent per client to bill fees
Log hours by project, issue service fees
Contracts expire and renewals are forgotten
Remind contract deadlines, track renewals
Industry-specific solutions
Deploy individually or combined, adapted to how your business actually works.
Store documents and progress per client and matter
Log hours by project, issue service fees
Remind contract deadlines, track renewals
Let clients upload documents and follow progress
Let clients pick a time, remind automatically
Calculate commission by policy and agent tier
Draft contracts and reports from existing templates
Combine with
52 operations and technology solutions often deployed alongside for Services.
AI in this industry
Only the steps where AI genuinely saves time or reduces errors.
How we work with you
We don’t force clients into one fixed software package. Every project starts with the problem; tools come second.
We work with leadership and each department to understand processes and bottlenecks.
DeliverableCurrent-state report & priority problems
Choose off-the-shelf or tailor-made, with a transparent cost estimate.
DeliverableTechnical proposal & estimate
Install software and devices, migrate data, train users.
DeliverableLive system, documentation & handover to your in-house team
Technical support, impact measurement, expansion as your business grows.
DeliverableRegular impact reports
Other industries
7 solutions
Manufacturing & ProcessingMechanical engineering, garments, packaging, food, plastics, wood, electronics
7 solutions
Trading & DistributionDistributors, tier-1 dealers, wholesalers, import-export
7 solutions
Retail & Store ChainsMini-marts, convenience stores, fashion, cosmetics, electronics, bookstores
7 solutions
Restaurants & Cafés (F&B)Restaurants, cafés, bubble tea shops, central kitchens, franchise chains
7 solutions
Logistics & WarehousingWarehouses, freight, cargo transport, forwarders
It starts with a conversation
We will get back to you to schedule a call, then work out the right solution and scope together.
101 Nui Truc Lane, Giang Vo Ward, Hanoi, Vietnam