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[ INDUSTRIES ] / [ PROFESSIONAL SERVICES ]

Software for professional-services firms. Designed by people who understand your pace.

Law firms, tax advisors, notaries, labor consultants. You have complex cases, hard deadlines, regulations that shift. We build software that saves you time instead of costing it.

[ THE PROBLEMS ]

What we keep seeing.

  • Excel-driven processes that became the operational brain

    Excel sheets for case management, deadlines, billing, specific calculations. They work, but no multi-user support, no audit trail, dependence on the one person "who knows the sheet". Frequent errors.

  • Cross-client case management with multiple deadlines

    Dozens or hundreds of clients, each with multiple cases and their own deadlines. Managing deadlines manually or with generic tools leads to missed terms, with serious legal and contractual consequences.

  • AI for case-law research, case classification, drafting

    AI can drastically reduce time spent on case-law research, case classification, initial drafting of standard documents. Always with mandatory final human review, never as a substitute for professional judgment.

  • GDPR compliance for client data

    Professional-services firms handle sensitive personal data: financial statements, asset positions, family data, judicial matters. Privacy-by-design and role-based access segregation are required by the Italian Data Protection Authority.

  • Electronic invoicing and tax obligations

    E-invoicing, cross-border reporting, periodic VAT communications, client tax returns. Largely automatable, yet still handled in many firms with semi-manual processes.

[ HOW WE DO IT ]

The three pillars applied to this industry.

  • [ PILLAR 01 ]

    AI agents and LLM integration

    AI for email classification, routing by client/case, structured case-law research, initial drafting of standard documents, document automation (reading incoming invoices, contracts). Conservative on decisions that require professional judgment.

    See the pillar
  • [ PILLAR 02 ]

    Legacy system modernization

    Replacing Excel-driven processes with dedicated software: case management, deadlines, billing, calculations. Multi-user, audit trail, integration with other systems (tax advisors with accounting software, lawyers with electronic court platforms).

    See the pillar
  • [ PILLAR 03 ]

    Custom software for regulated industries

    GDPR-by-design software for sensitive professional-client data. Role-based access segregation (juniors don't see everything), structured audit log, configurable retention. ISO 27001 compatibility for firms aiming at certification.

    See the pillar
[ REGULATIONS ]

The specific rules of this industry.

  • GDPR + Italian Privacy Code

    EU Reg. 2016/679 + Italian Legislative Decree 196/2003. Personal data of professional clients requires reinforced standard safeguards for the processing profile.

  • Professional code of ethics

    Each profession has specific ethical constraints (professional secrecy, confidentiality) that translate into technical requirements (segregation, access logging).

  • Electronic court proceedings (PCT/PAT)

    For law firms: integration with electronic civil, administrative, and tax court proceedings.

[ FREQUENTLY ASKED QUESTIONS ]

The questions we get most often.

Do you have experience with law firms specifically?

We work across Italian professional-services firms. The technical patterns (case management, deadlines, billing, integration with electronic platforms) are common. Ethical and procedural specifics we learn in discovery, working with your experts.

Can AI write legal documents instead of the lawyer?

No. AI can do initial drafting of standard documents, case-law research, file summaries, ruling classification. Always with mandatory final human review. The lawyer remains responsible for the document; AI is just an accelerator for repetitive tasks.

How much does it cost to modernize case management for a mid-sized firm?

Typical ranges: €25,000-80,000 for small-to-medium firms (5-25 collaborators). Larger firms with integrated AI automation and electronic-court integrations can reach €100,000-200,000. The firm's process specifics determine the real cost.

Does client data stay confidential?

Yes, it's a hard requirement. Architecture segregated by client/case, role-based access (juniors only see assigned cases, not the whole archive), immutable audit log, encryption. Hosting in Italy/EU. The firm's DPO/privacy officer is involved during the design phase.

[ LET'S TALK ]

Working in Professional services?

A real conversation with the people who'll build the software. No automated quotes, no sales bots.

Let's talk