/with fewer emails
We build websites, client portals and workflow tools for CA firms, law firms, consultancies and architects. Clients understand what you do, book a consultation and share documents securely, within your profession's rules.
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Statutory audit and GST compliance
Accepted online10 Oct · 11:42 IST
- Saanvi Foods · clientUploaded 4 files11:02
- Article assistantViewed request #21211:06
- Partner · R. IyerApproved draft reply11:15
- Saanvi Foods · clientDownloaded filed return11:21
↓Click a file to send it into the vault
- Who it’s for
- CA, law, consulting and architecture firms
- Typical timeline
- 5 to 12 weeks, portals take longer
- You receive
- Firm website, booking, client portal
- Starts with
- A review of your practice areas
Four kinds of firms,four different first builds.
Pick the firm that sounds like yours. The clip lifts and the brief for your first build slides in.
A CA firm with 400 GST and audit clients
We build a client portal where clients upload monthly invoices and bank statements and download filed returns.
A law firm with three partners
We create factual practice-area and partner pages and an article library, written to respect Bar Council rules.
A management consultancy
We build case-style service pages, consultation booking with payment and a proposal builder your team reuses.
An architecture studio
We design a project portfolio with drawings and photos, plus a client area for design reviews and approvals.
Four files on everypartner's desk.
Open a file. On the left, how it usually goes. On the right, what changes once the right tools are in place.
Client documents arrive scattered across WhatsApp and email
Invoices, notices and statements come in through five channels, and staff spend hours finding the right file.
What changes
Clients upload into a secure portal sorted by client, year and service, and staff find files in seconds.
Saanvi Foods › 2026-27 › GST
Sales invoices · Mar2 days agoBank statement · Mar2 days agoPurchase register · MartodayFound in 2 seconds
Our website does not explain what we do
A home page with a logo and a contact form tells prospects nothing about your areas of work or your team.
What changes
Clear practice-area and people pages tell prospects what you handle and who will work on their matter.
Proposals take hours to put together
Every engagement letter starts from an old Word file with the previous client's name still in it.
Dear Mr. Kulkarni,
Last client's name still in the file
What changes
A proposal builder pulls approved service text, fees and terms into a clean PDF in minutes.
Consultations get booked and then missed
Calls are fixed over phone with no reminders, and unpaid first meetings eat partner time.
What changes
Clients pick a slot, pay a consultation fee if you charge one, and get reminders by email and WhatsApp.
From one searchto a filed reply.
One capsule carries the matter through six stations. At each stop it opens to show what your website handles at that moment.
An article by one of your partners explains the steps and links to your GST practice page.
People pages show qualifications, memberships and areas of work, factually stated.
Shows available slots, takes payment and sends calendar invites to both sides.
Generates the proposal from approved templates and records the client's acceptance with time and date.
Stores files in the client's secure folder, notifies the assigned staff and logs the upload.
Shows deliverables in the portal and adds the next compliance deadline to the client's reminders.
Eight parts, playedas one firm system.
Each key is one part of what we build for your firm. Press a key, or let the whole octave play through.
Practice-area pages
One page for each service or area of law, written factually around the questions clients search for. Each page explains scope, process and the documents a client should prepare.
A page on GST notices explains the notice types your firm handles and what a client should bring to the first meeting.
People and team pages
Profiles for partners and senior staff with qualifications, memberships and areas of work. They help clients and Google understand who stands behind the advice.
A partner's page lists her ICAI membership, years in indirect tax and recent articles she wrote.
Articles and updates that rank
A publishing system for budget updates, compliance calendars and explainers. AI helps with outlines and formatting and your professionals write and approve the substance.
An article on new TDS rules goes live on budget day with the author's name and a review date.
Consultation booking and payment
Clients choose a professional, a meeting type and a slot, and pay online if you charge a fee. Calendar invites and reminders go out automatically.
A startup founder books a 45-minute call on ESOP structuring and pays by UPI before the meeting is confirmed.
Secure client portal
Each client logs in to upload documents, see requests from your team and download deliverables. Access is limited by client and staff role, and every action is logged.
A client in Pune uploads March bank statements against a pending request, and the assigned article assistant is notified.
Proposal and engagement automation
Your team picks services, enters fees and the system builds a proposal or engagement letter from approved text. Clients accept online and the record is saved.
A manager creates a statutory audit proposal for a new company in ten minutes and sees when the client opens it.
Client CRM and compliance tracker
A simple CRM tracks enquiries, active clients and recurring deadlines. Staff see who owes documents and which filings are due this week.
On the 5th of the month, the system lists clients whose GSTR-1 data has not arrived and sends them a reminder.
Local and topic search visibility
We set up your pages so Google can understand your firm, offices and areas of work. Location pages help for searches like a CA firm in a specific city.
A business owner searching 'company law advice Hyderabad' finds your firm's practice page and office details.
Five stages thatset each other off.
Each stage only starts once the one before it is done and approved. Watch them fall in order, or tap a domino to jump to that stage.
Practice and rules review
We list your services, partners, offices and the client tasks that cause the most back-and-forth. We note the professional rules that apply to your content.
Share your service list, team details and the code of conduct you follow.
- A site and portal plan
- Content guidelines for your profession
- Fees agreed like an engagement letter
Content and design
We design the site and draft practice-area pages for your review. Partners review each page draft before it goes anywhere public.
Review and correct every page for accuracy and compliance.
- Approved designs
- Draft practice and people pages
- Partners get two review rounds on the design
Build booking and portal
We build the site, booking, portal and proposal tools and connect calendars and payments. We set up roles for partners, managers and staff.
Decide who can see which client data and test with a few staff.
- Working portal on staging
- Role and access matrix
- Proposal templates loaded
Pilot with real clients
We invite a small group of friendly clients to use the portal and booking. We fix friction they report.
Choose pilot clients and collect their feedback.
- Pilot feedback summary
- Fixes applied
- Client and staff guides
Launch and care
We launch, monitor security and backups and help publish articles on schedule. Monthly care covers updates and new templates.
Write or approve articles and send us changes in services or team.
- Live site and portal
- Monthly security and usage report
- Content calendar support
Weigh your scopebefore we quote.
Each weight is one part of the project. Click a weight to move it between the simpler pan and the larger pan and watch the extra weeks change.
- Number of practice areas and peopleFive service pages and three partner profilesTwenty or more practice areas, several offices and a large team directory+0 wk
- Client portalA secure upload link per clientFull portal with requests, folders by year, roles, audit logs and e-sign+1 wk
- Proposal automationThree standard proposal templatesFee calculators, multi-service bundles, approvals and e-acceptance+0 wk
- CRM and compliance trackingEnquiry tracking with stagesRecurring deadline tracking linked to client records and reminders+1 wk
- IntegrationsGoogle or Outlook calendar and one payment gatewayPractice management software, accounting tools and document storage sync+0 wk
Six things every firmsite must get right.
Accept the disclaimer to enter the sample firm site, then follow the pins. Each one marks a feature your profession usually expects.
This website is for information only. It is not an advertisement or a solicitation of work, and reading it does not create a client relationship.
Prospects need to see what you handle, and professional rules usually expect a factual, informative tone.
Clients choose the person as much as the firm, and credentials build trust with search engines too.
Financial and legal documents are sensitive, and WhatsApp is a poor place to store them.
Partner time is the firm's main asset, and missed meetings waste it.
Many professional bodies expect a disclaimer that the site is for information and does not solicit work.
You must be able to show who viewed or downloaded a client's file if a question ever comes up.
ICAI and the Bar Council of India restrict how members advertise, and law firm websites typically need a disclaimer and must avoid soliciting work, so confirm the current rules with your professional body or adviser before launch. Client documents carry personal data under the DPDP Act and are often confidential, so agree storage location and retention with your adviser.
What you send us,what we put in writing.
Six things we ask your firm for hang on the line. Click one to drop it into the kickoff folder. The lockers hold the six promises in our contract.
Our promises · in your contract
Nothing about your services or people goes live until a qualified person at your firm approves it.
We avoid testimonials, success claims and comparisons that professional bodies commonly restrict, and flag anything that needs your adviser's view.
We pick hosting and storage regions with you and document where client files are kept.
Every login, upload and download in the portal is recorded so you can answer who saw what.
Pages, portal features and integrations are agreed in writing before work starts.
Code, domain, hosting accounts and all client data stay in your firm's name.
Questions firms askbefore they call us.
Search, or filter by topic. Rules, security, portals and articles are all here.
Getting startedAre CA and law firms allowed to have websites?
Yes, both ICAI and the Bar Council of India permit websites within limits on what they may contain. Rules have changed over time and differ in detail, so we ask you to confirm the current guidelines with your professional body or adviser. We design content to be factual and informative.
Getting startedCan we start with just the website and add the portal later?
Yes. Many firms launch the website first and add the portal once the team is ready. We plan the logins and data structure so the portal fits in without a rebuild.
Cost & timeWhat makes a professional services site larger?
The number of practice areas and people, a client portal with roles and audit logs, proposal automation and integrations with your practice software. A five-page firm site is a much smaller job than a multi-office portal.
Cost & timeWho writes the practice-area content?
We draft it from interviews with your team and public sources, and your professionals check every line. Technical accuracy and compliance stay with your firm, since you sign off on advice.
TechnicalHow secure is the client portal?
We use encrypted connections, encrypted storage, two-step login, role-based access and activity logs. We also set file-type limits and run regular backups. We document the setup so you can share it with clients who ask.
TechnicalCan clients sign engagement letters online?
Yes, through an e-sign service or a click-to-accept record, depending on the document. For documents where the form of signature matters legally, check with your adviser which method suits.
TechnicalWill it work with our practice management software?
Many tools offer exports or APIs we can connect to. We check your software in the first week and tell you what can sync and what stays manual.
After launchHow often should we publish articles?
Steady, accurate articles on topics your clients search for matter more than volume. Many firms manage two to four a month, with timely pieces around the Union Budget, GST council meetings or new judgements.
After launchWhat happens when a staff member leaves?
An admin removes their access in one step and their files and records stay with the firm. Logs show what they accessed before leaving.
After launchCan we update the team page ourselves?
Yes, through the admin panel. On a care plan, we can make those updates for you within one working day.
Spend less time chasing documents and more time advising
Tell us how your clients share documents today, and we will propose a safer way for your firm.