Client and matter CRM
One system for contacts, proposals, and live matters, with conflict checks and confidentiality walls built in.
Software for UAE consultancies, law firms, and advisory teams.
We build CRM, document automation, and onboarding workflows for UAE consultancies, law firms, and advisory practices.
Abu Dhabi-based · serving professional services across the UAE
THE CHALLENGE
Sound familiar?
Billable hours leak. Time gets logged late or not at all.
Client onboarding drags. KYC and AML due diligence is done by hand.
Documents live everywhere. Engagement letters, contracts, and precedents get re-drafted from scratch.
No single view of the work. Matters and filing deadlines sit in spreadsheets and email.
WHAT WE BUILD
Systems for professional services.
Document automation
Generate engagement letters and NDAs from your own templates, and have AI pull key clauses from incoming documents.
Onboarding and due diligence
A guided intake that collects trade licences, Emirates IDs, and UBO details, and runs screening.
Utilisation and billing
Timesheets, work-in-progress, realisation, and AED invoicing in one dashboard.
EXAMPLE USE CASES
What this looks like in practice.
Illustrative scenarios - not completed client projects.
An Abu Dhabi law firm could have AI flag unusual clauses for a lawyer to review.
A DIFC consultancy could run its proposal pipeline and utilisation from one CRM.
A UAE audit and tax firm could track FTA corporate-tax and VAT filing deadlines.
An Abu Dhabi engineering consultancy could manage drawings and document transmittals in one place.
A recruitment consultancy in the UAE could run candidate and client relationships from a single CRM.
SERVICES THAT FIT
How we'd build it.
FAQ
Common questions.
Do you build CRM specifically for consultancies and advisory firms?
Yes. Professional services runs on relationships and repeat work, so we build CRM around clients, proposals, and live engagements or matters - not a generic sales pipeline. Conflict checks, engagement staffing, utilisation, and billing sit in the same system your team already works in.
Can you automate documents for a law firm?
Yes. We generate engagement letters, contracts, and NDAs from your own templates, and use AI to extract key clauses, dates, and obligations from incoming documents - every answer traceable to the source, with a lawyer confirming anything that matters. Documents can be produced in English or Arabic.
Can it handle KYC and AML obligations for DNFBPs?
We build the onboarding and due-diligence workflow: collecting IDs, trade licences, and UBO details, running screening, and keeping an auditable record ready for goAML reporting. The system supports your compliance team - final AML judgment stays with your MLRO, not a model.
Is client data kept confidential?
Yes. We build with access control, least privilege, and confidentiality walls by default, plus a full audit trail of who saw what. Where client data can't leave your premises, we can deploy and work on-site to match your security requirements.
START HERE
Build for your professional services.
We'll map the highest-impact system to build first - scoped, secure, and human-reviewed.
- We reply within ~2 working days
- A fixed-scope quote before any build starts
- Honest scope, or we'll tell you it's not a fit
