Built for Reede Systems Inc. · Live
Reede — read the case study
A legal practice management platform bringing matters, documents, drafting, and workflows into one connected system.
Legal Technology / AI / SaaS
For Professional Services
Less chasing.More client work.
Client portals for collecting documents, onboarding that runs itself, and a website that brings in the right clients — built around how your practice already works.
Free initial consultation. No obligation.
- Law firms and legal practices
- Accounting and bookkeeping practices
- Consultants and advisory firms
- Other practices that run on client documents
01Sound Familiar
The work around the work.
If two or more of these are true, there is time to be won back.
- Every period starts with emailing clients for the same documents, and tracking who has sent what in a spreadsheet or in your head.
- Sensitive files arrive as email attachments, because there is no better way for clients to send them.
- Bringing on a new client — intake, identification, the engagement letter — is a chain of the same emails and reminders, typed by hand every time.
- Clients email to ask where things stand, because they cannot see it for themselves.
- The website describes the firm, but does little to help anybody become a client.
02What We Build
Built around how you already work.
01
A client portal
Clients sign in to upload documents against a checklist, see what is still outstanding, and get reminded automatically — so you stop being the reminder.
02
Onboarding that runs in order
Engagement details, identification and documents collected once, in the right order, with the next step started for you.
03
Status, approvals and signatures
Clients see where their file stands, approve or sign online, and stop emailing to ask.
04
Admin automation
Routine emails and follow-ups sent on schedule, and information moved between the tools you already use instead of retyped.
05
A website that wins work
Clear about who you serve and how, fast on a phone, with an enquiry form that reaches the right person.
Confidentiality
Confidential by design.
- Your systems live in your own accounts, with us added as a collaborator you can remove at any time.
- We agree where your data will be stored before anything is built, and choose Canadian hosting wherever the tools offer it.
- Two-step sign-in, and access limited to what each person needs — a client sees only their own files.
- We sign your confidentiality agreement before we see anything, and we build and support without working inside client files unless you ask us to.
- We will answer your security questions in writing, and document what runs where, so your own obligations are easier to meet.
04Being Straight With You
We build around your practice software, not instead of it.
Established practice-management software covers a lot of what firms need, and for many it is the right answer. We will tell you when it is.
Where we help is the part it does not fit: the step you still do by hand, the system that does not talk to the others, or a client experience you want to be your own. Usually that means connecting what you have rather than replacing it.
For law firms specifically, we do not build practice-management systems. If you need one, Reede — which we designed and built — is one option, and there are others. We build what sits around whichever you use.
05How It Starts
With a conversation, not a contract.
A portal holds client files and has to be watched, so it sits on the Business Systems plan. A website on its own needs Website Care or Growth. See the monthly plans.
- 01
Initial consultation
A 20–30 minute conversation about your business and the problem you want solved. We'll talk through what's feasible and give you a sense of the budget involved.
Free
- 02
Discovery & Planning
When a project touches several systems or the way forward isn't clear yet, we map the workflow, make technical recommendations, and set out a plan before anything is built.
Optional, for complex projects
- 03
Proposal & build
A written proposal with the build price and the monthly plan that fits, side by side, so you know the whole cost before anything starts. For straightforward work, we go straight from the first conversation to a proposal.
Custom quote
- 04
Launch & ongoing care
Once it is live, a monthly plan keeps it hosted, monitored and improving — month to month, with its limits written down. If you leave, we hand everything over.
Monthly plan
Have a project in mind?
We’d love to hear about it.
Free initial consultation. No obligation.