Practice management software for professional firms
Architect, surveyor, consultant, solicitor, accountant: the work is different, the office headaches are the same. Tell us how you handle your matters, and a team of AI agents builds the software for your practice.
It’s free. You’re using it in minutes, and you change it by writing.
What you can ask for.
Clients and matters
Every matter with its status, who’s handling it, deadlines and documents.
Deadlines
One list of everything that’s due, with an alert a few days before.
Appointments
Everyone has their own diary, with first meetings, consultations and signings.
Quotes and fees
The fee proposal by stage, the bill, and who hasn’t paid yet.
Client portal
Once it’s online on your server, clients create an account, see where their matter stands and upload the documents you need.
Staff and trainees
They see the matters they work on; fees and takings stay with the partners.
Where you start, and a day with it.
Where you start
A few examples of the data you put in. Services, durations and prices are up to you.
- Initial consultation45 minutes · free
- Consultation60 minutes · £150
- Fixed-fee matterinvoice line · £900
- Annual retainerinvoice line · £150 a month
This is an example. You tell the team your services, types of matter and stages.
Names, durations and prices are examples.
A day with it
An example of how a day might go, with business software built like this and online for your team and your customers.
- 8:30
With your coffee you open it: three appointments, two deadlines this week, one overdue bill.
- 10:00
First meeting with a new client. You open the matter while you talk.
- 12:00
Yesterday’s client has uploaded the missing documents from their portal. You get an alert.
- 15:30
You close a piece of work and raise the bill; you send it with the tool you already use.
- 17:00
The trainee updates two matters. They can’t see the bills, as you agreed.
- 18:00
You type “add a VAT number field to the client record” in the chat. It’s there straight away.
Sections you might ask for.
These are examples: you decide the sections, and you add more whenever you like by writing what you need. How it works
Matters
The status of each matter, who’s on it, what’s missing.
Deadlines
In one list, with an alert beforehand.
Diary
Everyone has their own, with the length of each appointment.
Fees
Quotes, bills and outstanding payments.
Client portal
Once it’s online, each client sees and uploads only their own documents.
What it doesn’t do.
We’d rather say it up front, so you can choose well.
It isn’t specialist practice software: no court e-filing, no submitting tax returns or applications to public bodies.
It doesn’t submit invoices or returns for you. Have your accountant check the tax treatment of your fees.
It doesn’t take payments: you mark bills as paid.
You need an AI model to build and change it (a free one works). You need a connection to use it.
Questions, answered.
Yes, once we put it online on your server: everyone has their own login and a role, some see every matter, some only their own, some the fees. Until it’s online, only the owner uses it.
No. In the client portal each client sees only their own matters and documents, and the server enforces it. Your data is kept separate from every other business’s.
No. The software lives in Plannify: you use it from your computer and your phone, with a connection.
Building it and using it are free, with the AI model you choose (including free ones that run on your own computer). You only pay if you want it online for your team and customers, on your own domain: we set that up for you, as a service.
Your business software, made to measure.
Tell us how you work, answer a few questions and the team builds it. You use it straight away, and when you want others in too, we put it online for you.