One platform for every workflow your firm runs.
CRM, proposals, engagement letters, clients, tasks, timesheets, invoicing, HR (attendance / leave / WFH / payroll), and multi-step approval workflows — one workspace, built for consulting firms, advisory practices, legal firms, accounting firms and other client-led service businesses anywhere in the world.
14-day free trial • No credit card required • Regional data residency (India & US)
Your firm runs on Tally, Excel, KDK, Drive, WhatsApp, and three browser tabs.
Each tool stores client data separately. Partners reconcile by email. Compliance deadlines slip. New staff take months to ramp. And no single screen shows you which engagement is actually profitable.
tools the average consulting / professional services firm juggles daily
lost per partner reconciling data across tools
of that work is billable to your clients
Everything your firm needs, on one screen.
FirmEFlow is a single, multi-tenant platform that handles the full lifecycle of a professional services engagement — from the first lead in the pipeline to the final paid invoice.
CRM pipeline
8-stage pipeline (lead → contacted → proposal → negotiation → converted → onboarding → active → churned) with lead scoring, source attribution, and approval workflows on stage transitions.
Proposals & engagement letters
Draft proposals with firm-template seeding and SOP-driven line items. Email to prospects, accept, then auto-generate the engagement letter — firm-type templates (CA, CS, CPA, Law) with one-click client acceptance via secure link.
Client management
Client groups, contacts, addresses, encrypted credential vault, document tracking (incl. DSC for CA firms), and onboarding checklists — built around how client-engagement-led firms actually run their books.
Tasks & projects
Tasks with sub-steps and dependencies. Kanban projects with budgets and progress. Shareable read-only project links for client visibility.
Timesheet & invoicing
Weekly time-entry grid that auto-saves per cell and locks completed tasks. Invoices, credit/debit notes, recurring invoices, payment tracking, outstanding reports.
India compliance calendar
20+ pre-loaded deadlines for GST, ITR, TDS, ROC, and audit. Bulk-generate tasks for clients filtered by entity type. Calendar view across the firm.
HR & payroll register
Geo-verified attendance check-in (office radius + GPS accuracy). Leave with balances, WFH requests, manager inbox. Monthly attendance & payroll register with Excel / PDF export.
Approval workflows
Configurable multi-step approval matrices across proposals, invoices, credit/debit notes, engagement letters, timesheets, leave and WFH. Pending sign-offs land in each approver's inbox.
Pre-built workflows for every professional discipline.
For Consulting Firms
Engagement profitability, utilisation tracking, project staffing, deliverable workflows, retainer billing, and proposal-to-cash automation — ready for management, strategy, technology, and HR consulting practices on retainer or project-based engagements.
For Legal Practices
Matter management, billable-hour tracking, retainer billing, e-discovery DMS, and conflict-check workflows — built for litigation, corporate, IBC and boutique law firms anywhere.
For Advisory & Financial Services
Client onboarding (KYC), risk-profile workflows, advisory fee billing, document vault, and configurable audit trails — purpose-built for RIA / IFA / wealth-advisory businesses globally, with SEBI-compliant trails for India.
For CA / CPA & Tax Practices
CRM pipeline, client books with DSC tracking, engagement tasks, weekly timesheets, GST-compliant invoicing, and the India compliance calendar (GST / ITR / TDS / ROC / audit). Replaces Excel, KDK, Drive, ClickUp, and basic CRM tools.
Global by design. Localised where it matters.
50–75% lower cost than incumbent global practice platforms (Mavenlink, Productive, Kantata, TaxDome, Karbon) and a richer feature-set than regional incumbents in any geography. The same core works for a consulting firm in London, an advisory in Singapore, a CA practice in Mumbai, or a boutique law office in Bengaluru.
CRM most practice tools skip
8-stage pipeline, lead scoring, approval workflows on stage transitions. Practice management incumbents skip CRM entirely; sales-CRM tools don't understand engagements. We built one engine for both.
Regional data residency
Customer data lives in AWS Mumbai (ap-south-1) by default; EU and US regions available for Enterprise. DPDP Act 2023 + GDPR-ready. Multi-tenant isolation per workspace.
One platform, not five
Replaces Excel + project tool + Drive + basic CRM + a billing app. One login, one bill, one source of truth for the whole firm — partner attention spent on clients, not on stitching tools.
Run your entire practice on one platform.
Talk to our team about a guided demo, migration from your current tools, and a pilot program tailored to your firm size.