Solution for professional firms
A professional firm runs on matters that wait — on the client, on a review, on a bill. What costs money is the matter nobody knew had stopped, the file only one person can find, and the fee agreed in a call and billed a month later.
What goes wrong
The issues you already have in your business, and what each one looks like once the ITS Global system is running.
| The issue in your business | Fixed with the ITS Global system |
|---|---|
| Nobody knows where each matter standsWhich matters are waiting on the client, which are in review and which have quietly stalled is known only by asking each person. | Every matter sits at a stage — Opened, In progress, Awaiting the client, Review, Closed — with an owner, and the dashboard counts each stage. |
| Due dates in one person's diaryFiling and delivery dates are known to whoever handles the matter. If they are away, the firm finds out the hard way. | Each matter and each of its tasks carries a due date, and the dashboard shows what is due this week and what is already overdue. |
| Matter files in personal foldersCorrespondence, drafts and evidence live in one person's email and drive, named in their own private convention. | Files are kept against the client or the matter with every version, access is set by role, and one search finds them. |
| Clients ringing for an updateHalf the calls a firm takes are a client asking where their work has got to. Each one interrupts the person doing it. | Clients sign in to a portal to see their matters and the stage each has reached, and send a request your team answers in a thread. |
| Fees agreed in a call, disputed at the billThe fee is agreed on the phone. When the bill arrives, the client remembers a different number. | The fee goes to the client as a quotation they accept in the portal, with the date recorded, and it becomes the invoice without retyping. |
| Unpaid bills chased by memoryWho has paid, who has paid part, and who has not paid at all is pieced together when cash is short. | Every bill's balance comes from the payments recorded against it, aged by days late, so unpaid bills are a list rather than a feeling. |
What you get
This trade gets the core below. Its own modules switch on with it — you are not paying for a different product, you are paying for the parts your work actually uses.
01 The core, which nobody chooses
13 modules, part of every edition of this trade.
02 Added for professional firms
4 more, switched on for this trade.
For a firm, the expensive matter is rarely the difficult one. It is the one that stopped moving and nobody noticed.
Operate → Automate → Intelligence
Start with the essentials. Automate repetitive work. Then turn your business data into actionable intelligence.
Run your business.
Everything you need to manage your core day-to-day operations in one system.
Custom pricing
Talk to our teamLet ITS Global do the repetitive work.
Automate recurring work, follow-ups, approvals, reminders and operational workflows.
Everything in Operate + Automation
Custom pricing
Talk to our teamKnow what’s happening in your business.
Turn your operational data into KPIs, profitability insights, trends and management intelligence.
Everything in Automate + Intelligence
Custom pricing
Talk to our teamEnter once, reuse everywhere, automate the rest.
Professional Services Management Software
| Capability | Operate | Automate | Intelligence |
|---|---|---|---|
| Included in Operate | |||
| Clients | Included | Included | Included |
| Matters and engagements | Included | Included | Included |
| Enquiries | Included | Included | Included |
| Engagement letters and proposals | Included | Included | Included |
| Tasks and milestones | Included | Included | Included |
| Deadlines and statutory dates | Included | Included | Included |
| Documents and versions | Included | Included | Included |
| Time recording | Included | Included | Included |
| Disbursements and expenses | Included | Included | Included |
| Fixed, hourly and retainer billing | Included | Included | Included |
| Invoices | Included | Included | Included |
| Payments | Included | Included | Included |
| Added in Automate | |||
| Automated matter and task workflows | Not included | Included | Included |
| Deadline and limitation date alerts | Not included | Included | Included |
| Recurring retainer billing | Not included | Included | Included |
| Timesheet reminders | Not included | Included | Included |
| Document generation from templates | Not included | Included | Included |
| Client approval and signature workflows | Not included | Included | Included |
| Renewal and compliance reminders | Not included | Included | Included |
| Payment and collection reminders | Not included | Included | Included |
| Conflict and onboarding checks | Not included | Included | Included |
| Added in Intelligence | |||
| Matter profitability | Not included | Not included | Included |
| Realisation and write-off rates | Not included | Not included | Included |
| Effective hourly rate | Not included | Not included | Included |
| Fee earner productivity | Not included | Not included | Included |
| Work in progress and unbilled time | Not included | Not included | Included |
| Client value and concentration | Not included | Not included | Included |
| Deadline compliance | Not included | Not included | Included |
| Debtor days and ageing | Not included | Not included | Included |
| Fee income trends | Not included | Not included | Included |
| Management KPIs | Not included | Not included | Included |
Inside this industry
Your exact business
The same system, shown in the words and records of each business — with a live demo for each.
Next step
Book a live demo with records that look like your business, or describe how a job goes through it and we will tell you which parts you need, what would have to be added, and what it would cost.
Not your trade?
