Skip to content

↑↓ to move↵ to openEsc to close

Canada · For professional firms

Software, systems, and AI for Canadian law firms, consultancies, agencies, and architects. Time, billing, and proposals joined up with QuickBooks or Xero and your practice software, with GST/HST shown correctly on the draft.

Software we connect to

Keep your software. We make it talk to the rest, and build what is missing.

  • QuickBooks
  • Xero
  • Clio
  • PCLaw
  • CosmoLex
  • Karbon
  • HubSpot
  • Asana
  • monday.com
  • Harvest
  • Microsoft 365
  • Google Workspace
  • Zoho
  • Salesforce
  • Slack
  • Notion
  • Stripe
  • Shopify
  • SAP
  • Oracle NetSuite
  • Odoo
  • Power BI
  • Zapier

The problems we solve

Does this happen in your business?

  • Partners carry the largest files, so new business waits for a quiet week
  • Dockets get entered on Friday from memory, and billable time disappears without anyone noticing
  • Practice software, the books, and the project tool each hold a different record of the same file
  • Fixed-fee work grows past scope with no change raised
  • Accounts go out late, and overdue ones get chased only when cash is tight
  • Retainer agreements are rebuilt from the last similar one, with wording written for another province

Packages

Choose the headache. We take it from there.

Each package begins with a short call about how your business works. We quote the price after that call.

Package 01

Dockets to Invoice

Time captured as the work happens, turned into draft accounts in your practice software or books, and followed up until paid.

  • Weekly draft dockets built from calendars and project tools, for each person to confirm
  • Draft invoices from confirmed time and agreed milestones, with GST/HST or QST lines by province, sent when a partner signs off
  • Reminder emails on a schedule you set
  • A weekly view of work in progress and accounts receivable by age
Package 02

Proposal & Retainer Engine

Proposals and retainer agreements assembled from your own past work and templates, with every inquiry tracked to a decision.

  • Past proposals and fee estimates organized into a searchable library
  • First-draft proposals and retainer agreements from your templates for each province, for a partner to edit
  • Inquiries from the website, email, and referrals logged in your CRM
  • Follow-up on proposals that have gone quiet, and digital signing once accepted
Package 03

Firm Precedent Assistant

A private assistant that answers from your firm's own precedents, specifications, and procedures and shows where each answer came from.

  • Built on your documents in Microsoft 365 or Google Workspace
  • Answers with links back to the source file
  • Access limited to your staff, with client files kept separate
  • Data handling agreed before build, with privacy and professional obligations staying with your firm and its advisers

How it works

How a project runs.

Tell us once how things really work. After that, the headache is ours.

  1. 01

    Listen

    First we sit and listen to how the work really runs. Only then do we build anything.

  2. 02

    Pick

    We choose the one or two fixes that save the most hours, and park the rest.

  3. 03

    Build

    We build it and connect it to your software. You keep running the business.

  4. 04

    Hand over

    Your team learns it on real work. A person checks anything a customer will see.

  5. 05

    Stay close

    We do not vanish after launch. An optional monthly plan keeps it running and improving.

Frequently asked

We already use Clio, PCLaw, or QuickBooks. Do we replace them?

No. We start from the tools you run and connect them, so time, files, and invoices follow one record. Trust accounts and trust reconciliations stay with your firm and your bookkeeper.

What about client confidentiality?

Data handling is agreed before anything is built: where data flows, who can see it, and which tools are allowed. Our team works from India, so we settle what we can access first. Law society and other professional rules stay with your firm.

Does the AI send anything to clients?

No. AI drafts and prepares. A person in your firm reviews and approves every proposal, invoice, and client message before it goes out.

Can you work with a sole practitioner?

Yes. A sole practitioner or small partnership can start with one problem, such as unbilled time. The scoping call gives you a plan and timeline before you commit.

Tell us what is giving you headaches. If a package fits, we say which one. If software is not the answer, we say that too.

We email you first, and call if we need to.

A few lines is plenty.

We reply within one business day. See our privacy policy.

Ask GrowBizx

Ask about our work. The answers come from our own pages.

For example

    Please do not type ID numbers, bank details or passwords here.