INDUSTRY 08.2 — PROFESSIONAL SERVICES

Software and websites for professional services firms

For law firms, accounting practices, consultancies and engineering firms: solicitors, accountants, consultants and engineers whose day is matters, engagements and time, tracked in a practice management system, billed from an accounting package and filed in a document store. Ozwebnet builds websites, web applications, online stores, data platforms and integrations around the software you keep — written from scratch in Adelaide for firms across Australia, with the source code and IP assigned to you, for one fixed quote.

FIG. I.02 — THE MATTER FILES: EVERY CLIENT A FOLDER, EVERY HOUR A LINE ON THE TIMESHEET, ONE SPIKE FOR BILLING · HOVER TO POUR
THE SOFTWARE THIS INDUSTRY RUNS 02 / 06

What software does a professional services firm already run?

Most firms run a practice management system for matters or engagements, an accounting package for the ledger, a document store and email for everything else. Each is good at its own job. The gaps sit between them: a new client keyed into the practice system and again into the ledger, time captured in one place and billed from another, WIP and debtor figures assembled in a spreadsheet each month, and clients ringing to ask where their matter is up to.

01

LEAP

Legal practice management for small and mid-sized firms: the matter, its contacts, documents and precedents, time and disbursements, trust and office accounting, with office accounting that can post to Xero. Its reports cover what is inside it. A figure that puts matters beside the ledger, the CRM or another office is usually assembled by hand outside it.

02

Actionstep, Smokeball and Clio

Cloud practice management for law firms: matter types with their own steps, document automation, time recording, billing and trust accounting, each with an API. Where the firm's process runs inside them it runs well. The enquiry that comes before them, and the chasing and closing that come after, still live in other systems.

03

Xero Practice Manager and Karbon

Practice management for accounting firms: jobs and recurring work, tasks and due dates, time recorded against clients, invoicing that flows to Xero. They manage the practice's own work. A client-facing view that also draws on the ledger and the document store, or a report across several of them, is a build.

04

Practice Ignition

Proposals and engagement letters a client signs online, fees billed and collected on the schedule agreed, and the client and job pushed to Xero, XPM or Karbon when the proposal is accepted. It covers the engagement's paperwork. The work itself, and the figures across it, live elsewhere.

05

Xero and MYOB

The ledger: invoices and payments, bank feeds, payroll, BAS. In a firm they hold the money side of a matter or engagement but not the time or the WIP behind it, so the figures partners ask for — lock-up, realisation, fees by practitioner — come from joining the ledger to the practice system, usually in a spreadsheet.

06

HubSpot

Contacts, deals and pipeline, website forms, email sequences and the marketing reports around them. It knows a lead until the lead becomes a client. The client then has to exist in the practice system and the ledger too, and today somebody keys it there.

07

SharePoint, NetDocuments and DocuSign

Where the documents live and how they get signed: SharePoint or NetDocuments for the files, DocuSign for the signature. Each holds its own copy of the client. Filing a signed document against the matter, or opening the matter when the engagement is signed, is a hand step unless something connects them.

08

Excel and the month-end spreadsheet

Budgets, utilisation, WIP ageing, the partner report and the timesheet filled in after the fact. Every firm has them because the practice system's reports stop at its own edge. They are also where figures disagree, because each was keyed from a different export on a different day.

PRODUCT NAMES BELONG TO THEIR OWNERS. WE CONNECT TO WHAT YOU KEEP; WE DO NOT RESELL ANY OF THEM.

THE FIVE SERVICES, FOR THIS INDUSTRY 03 / 06

What does Ozwebnet build for a professional services firm?

03

Custom websites

A firm website written page by page: practice areas or services, a profile for each practitioner, a page for each office, and articles the firm publishes itself from an editing screen. Enquiry forms route to the right practitioner and land in HubSpot or the practice system, not an inbox.

CUSTOM CMS WEBSITES 
04

Web applications

A client portal: each client logs in and sees their matter or engagement, where it is up to, documents to upload or sign, and invoices to pay, drawn from LEAP, Actionstep, XPM or Karbon and the ledger. Also new-client and conflict-check screens, and the internal tools a practice manager runs the firm from.

CLIENT PORTALS 
05

Online stores

Fixed-fee services sold online: a will, a conveyancing quote, a company registration or a tax return, priced from the client's answers and paid at checkout, with the matter or job opened in the practice system on payment. Or a store for the precedents, templates and courses a firm sells to other practitioners.

THE ONLINE STORE SHEET 
06

Data platforms

One place the firm's figures agree: WIP, lock-up, realisation, fees by practitioner and profit by matter, drawn from the practice system and Xero or MYOB rather than a month-end spreadsheet. A live partner dashboard, and a report that arrives by itself at month end, already reconciled.

DASHBOARDS AND REPORTING 
07

Systems integration

The client keyed once. A website enquiry searches the practice system for a conflict and creates the lead in HubSpot; a signed engagement in Practice Ignition or DocuSign opens the matter in LEAP or Actionstep, creates the contact in Xero and files the document; recorded time becomes the invoice, and payment updates the matter.

WORKFLOW AUTOMATION 

Not sure which? Ten minutes on 1300 699 321 tells you — Mon–Fri 9–5 ACST.

SPECIMEN 09.1 — A CONCEPT BUILD 04 / 06

What does a firm's site look like when it is written for its clients?

Northgate & Vale is a concept build for a boutique commercial law firm: practice areas a business owner can find in one glance, a plain account of how the firm works and is paid, the people as roles, and the first conversation set out step by step. Designed and coded from scratch in its own design system, the way a site for your firm would be.

Northgate & Vale is a fictional business. The page is a concept build, designed and coded by Ozwebnet to show the work — not a client project.

OPEN THE SPECIMEN
The Northgate & Vale specimen as first seen: a concept build for a fictional business, designed and coded by Ozwebnet
SPECIMEN 09.1 — Northgate & Vale · CONCEPT BUILD · NOT A CLIENT
REQUESTS FOR INFORMATION 05 / 06

Questions before you call

RFI-01How much does software for a law or accounting firm cost?

One fixed quote, set in writing before the build and staged against milestones. What moves it is how many screens the system has and how many of your systems it connects to — LEAP, XPM, Xero, HubSpot — not the size of the firm. Stop at any milestone and keep a working system.

RFI-02Do we have to replace LEAP, Actionstep, XPM or Xero?

No. We connect to what you keep. The practice system stays the record of the matter or engagement and the ledger stays the record of the money; the build reads from them and writes back to them, so a client is keyed once.

RFI-03Can our clients see their matter or engagement online?

Yes. A client portal gives each client a login that shows their own matter or job, where it is up to, documents to sign or upload and invoices to pay, drawn from the practice system and the ledger, so the office stops fielding the same call.

RFI-04Who owns the code, and where does client data live?

You do — source code delivered, IP assigned to you. Client records stay in the systems you already run; the build reads from and writes to them, and runs on your own domain.

RFI-05Our firm is not in Adelaide — can you still build for us?

Yes. Adelaide first, Australia-wide, remote-capable. A portal, dashboard or integration is specified, built and launched online, and 1300 699 321 is answered Monday to Friday, 9 to 5 Adelaide time.

RFQ — REQUEST FOR QUOTE 06 / 06

Get a fixed quote for a professional services firm.

Call, or answer a few short questions — what you run, what breaks, when you need it working — and we reply within one business day. The quote is fixed in writing before any build starts.

CALL 1300 699 321 Mon–Fri 9–5 ACST · REPLY WITHIN ONE BUSINESS DAY