Digital Case Files & Practice Organization
Organize legal, tax, or engineering case files in a single unified digital archive sorted by client, protocol reference, and progression status.
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Deadlines & Court Hearing Calendar Track filing deadlines, statutory tax declarations, or technical on-site audits.
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Communications Log & Case Notes Chronological timeline of phone calls, emails, and client meetings linked to each individual file.
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Custom Progression Statuses Clear color-coded labels to track workflow: active, awaiting documents, completed.
Secure Client Portal & Document Exchange
Provide your clients with a protected private portal to upload and download balance sheets, tax returns, invoices, and legal briefs.
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Confidential Document Upload & Download Protected file sharing organized automatically by fiscal year and document category.
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Automated Email & SMS Notifications Instant alert sent to the client when a new brief or tax payment form is published.
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Encrypted Security & GDPR Privacy End-to-end data encryption at rest and in transit fully compliant with European standards.
Online Consultation Booking & Video Calls
Manage appointment requests at the office or remotely. Clients pick consultation type, available slot, and prepay the professional fee.
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Video Call Link Integration (Zoom / Google Meet) Automatic delivery of virtual meeting room links upon booking confirmation.
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Prepaid Professional Fees Secure fee collection via Stripe or PayPal directly during the appointment scheduling step.
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Outlook & Google Calendar Sync Real-time two-way synchronization with personal calendars of practice partners.
Digital Signature for Retainers & Engagement Letters
Execute professional retainers, powers of attorney, engagement letters, and GDPR privacy consents remotely or on-site tablet with full legal validity.
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Ready-to-Use Retainer & Privacy Templates Standardized templates prefilled automatically with newly registered client data.
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Biometric Signature on Tablet or Mobile Capture client signatures on-screen with timestamping and cryptographic integrity.
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Automatic Archiving to Client Dossier Signed documents are instantly filed in the client profile and associated case.
WhatsApp Direct Notifications & Deadline Alerts
Communicate instantly with clients. Automated reminders for tax deadlines, payment requests, and case updates sent via WhatsApp.
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WhatsApp Reminders for Deadlines & Tax Slips Automated reminders for payment due dates, balance signatures, or court filing dates.
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Private Case-Linked Chat Message history preserved directly inside the relevant work case profile.
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Mass Informational Circulars Send broadcast updates on regulatory or tax reforms to your entire client portfolio.
Staff Management & Practice Profitability
Assign roles and granular permissions to partners, associates, trainees, and front desk. Track billable hours per client for practice financial control.
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Role-Based Permissions (Partners / Associates) Restricted access limited strictly to files assigned to each team member or trainee.
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Time Tracking per Case File Log exact time spent on each dossier for precise client billing and fee quotes.
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Profitability & Studio Cashflow Reports Concise dashboard displaying completed cases, monthly revenues, and outstanding receivables.
Ready for External Integrations & APIs
Full interoperability with electronic invoicing systems, online payment gateways, and practice management tools.
SDI Electronic Invoicing
Direct issuance and transmission of fee statements and electronic invoices with withholding tax and pension fund deductions.
Stripe & PayPal (Online Fees)
Instant collection of consultation fees and advance expense retainers by credit card directly from the client area.
Google & Outlook Calendar API
Two-way synchronization of office hearings and consultations with personal mobile device calendars.
WhatsApp Business API
Automated delivery of deadline alerts, tax reminders, and appointment confirmation notifications to clients.
Zoom & Google Meet Integration
Automated creation of encrypted virtual video meeting rooms at the moment of booking confirmation.
Qualified Electronic Signature
Ready for remote digital signing of legal documents, engagement letters, and contracts with full legal probatory value.
Demonstration Templates for Your Professional Practice
100% responsive, elegant layouts designed to convert qualified prospective clients for your practice.
Nuovi Template Grafici Presto Disponibili
I nostri designer stanno finalizzando i nuovi layout dimostrativi specifici per questo settore. Nel frattempo, puoi richiedere una demo personalizzata o vedere un'anteprima privata del design per il tuo brand.
Core Capabilities for Professional Practices
All the tools required for operational workflows, client communication, and firm oversight.
1. Digital Dossiers & Case Files
Client case file organization by practice area with statutory calendar and notes history.
2. Secure File Sharing Portal
Protected client portal to securely share invoices, contracts, financial reports, and court acts.
3. Online Consultations & Video Calls
In-office or remote appointment scheduling with prepaid fee checkout.
4. Digital Retainer Signing
Sign engagement letters and GDPR privacy policies remotely or on office tablets.
5. WhatsApp Direct & Alerts
Automated deadline alerts to clients and firm-wide informational circulars.
6. Associate Roles & Profitability
Work hour tracking across dossiers, trainee access tiers, and firm financial overview.
Plans & Solutions for Professional Practices
From solo practitioners to multi-partner firms and multi-office organizations.
Professionals Start
Essential and rapid solution to launch an authoritative online presence immediately.
- Responsive professional website
- Management of up to 100 active case files
- Client portal for document and file exchange
- Online consultation and appointment booking module
- SSL Certificate & Ultra-fast SSD Hosting
Professionals Business
The complete advanced platform to scale your professional practice.
- Everything included in the Start plan
- Unlimited case files and client portal accounts
- Digital retainer signing & GDPR privacy module
- WhatsApp Direct notifications & deadline alerts
- Associate staff accounts with hourly time tracking
- Automated SDI Electronic Invoicing readiness
Professionals Enterprise
Tailor-made projects with 100% full software infrastructure ownership.
Custom turnkey quote
- Everything included in the Business plan
- Full Source Code Ownership
- Multi-office management with advanced access control
- API integration with existing firm ERP/accounting software
- Dedicated cloud server with bank-grade security
- Dedicated priority 24/7 technical support with SLA
Frequently Asked Questions
Common questions about the practice management platform and client portal.
Request a Demo or Details for your Professional Practice
Fill out the form to request information or start your 14-day free trial immediately. Our team will assist in configuring your initial case categories and client portal.
Free Initial Configuration
We set up your case file types and retainer engagement templates.
No Automatic Renewal
At the end of the 14 days, you decide freely whether to proceed.
Dedicated 7/7 Support
Direct phone and WhatsApp assistance for the principal and front desk.
Request Demo or Information
Fill out the form in less than 60 seconds with no commitment.