Where We Are
Built in phases. Shipped honestly.
Phase 1 & 2: Practice OS & Report Core
Client management, document collection, compliance calendar, review workflow, notice management, billing v1, dashboard, client notes, team roles, and the three report pipelines (CMA, Financial Health Snapshot, Deal Feasibility) with PDF/DOCX/XLSX export.
Phase 3: Automation
AI-assisted document extraction (always human-confirmed), email and WhatsApp transactional messaging, and firm-wide overdue invoice tracking. AI will always remain draft-and-confirm only—never autonomous.
Phase 4: Expansion
Predictive deadline-risk detection to automatically flag clients at risk of compliance failures. We are also exploring portal auto-fetch capabilities to pull data directly from government portals (feasibility-dependent based on API access).
* This mirrors our actual delivery plan — nothing here is aspirational, it's what we're building next, in order.
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