Quotes, invoices and payments
Quote, invoice and take payment in one place, with balances that are always current.
Software for professional firms
Professional Firms, run on one system.
A professional firm sells hours and loses them. Time goes unrecorded, deadlines are held in individual heads, and the work in progress that has been done but not billed is the largest number nobody can see.
What goes wrong
The problems professional firms know too well.
Each one, and what it looks like once the ITS Global system is running.
| The problem | How the system solves it |
|---|---|
| Time that was worked and never recordedTimesheets are filled in on Friday from memory, or not at all. The hours that go missing are the profitable ones. | Time books against the matter as work happens, so the record is made by doing the work rather than by remembering it. |
| Work in progress is invisibleWork done but not yet billed is the firm's biggest asset and nobody can state it. Billing runs on what somebody remembers to raise. | Unbilled time and costs sit against each matter, so WIP is a number on a screen rather than an estimate at year end. |
| Deadlines held in individual headsFiling dates, limitation periods and renewals are known by the person handling them. If they are ill, the firm finds out the hard way. | Every matter carries its dates, with reminders that do not depend on who is in the office. |
| Matter documents in personal foldersCorrespondence, drafts and evidence live in one person's email and drive, named in their own private convention. | One document set per matter, permissioned, so any authorised person can find the file without asking its author. |
| Fee disputes with nothing to point atA client questions an invoice. Reconstructing what was done, when and by whom takes longer than the disputed amount is worth. | The invoice is backed by the record of work, so the answer to a query is retrieved rather than rebuilt. |
| Onboarding and conflict checks by memoryWhether the firm has acted against this party before is answered by asking the longest-serving partner. | Parties and matters are searchable, so the check is a search rather than a recollection. |
What you get
Built for how professional firms work.
Billing that matches the work
Everything delivered posts to the account as it happens, so the bill matches what was done.
Services and price list
One list of what you sell and what it costs, used by every quote and invoice.
Customer portal
Customers see their own records, documents and invoices, and pay online.
Reports and dashboards
The numbers the owner asks about — sales, collections, costs, people — for any period, without a spreadsheet.
Approvals
Expenses, discounts and purchases approved on a phone, with a record of who agreed and when.
People, attendance and leave
Staff, shifts, attendance and leave in one place, with payroll that adds up.
SalesBillingCataloguePortalReportsApprovalsAttendance
- Operate: Matters and billing — engagements, time and documents on one record.
- Automate: Communication and approvals — deadlines, sign-off and client updates by rule.
- Intelligence: Reports and dashboards — realisation, WIP, profitability per matter and per fee earner.
- For a firm that sells time, the most expensive thing in the building is the hour that nobody wrote down.
See it running
The system, as professional firms use it.
Screens from the live system. In your demo they show data from your own country.
FAQ
Questions professional firms ask.
It is one system with a version for each industry. The version for professional firms uses your words, your records and your workflow, and switches on the parts your work actually needs.
Yes. Customers, balances, stock and price lists come in from Excel or your current system, and we check the opening figures with you before you go live.
Yes. It runs in any browser and installs on a phone like an app, so owners and staff can use it on the move.
Clients in Pakistan, the United States, Canada, the United Kingdom and the UAE, with each country's currency, tax and formats.
Most businesses are running within two to four weeks, including data import and training. The live demo shows you exactly what you would get.
Other industries
The same system, set up for other trades.
Live demo
Request a Live Demo.
See the system running for professional firms, with data from your country, and ask the people who build it.
