The deadline nobody has to remember.
Custom business software for accountancy practices, law firms and financial advisers. Matters, obligations, documents and billing in one system, so the practice does not run on the memory of whoever has been there longest.
What we hear from accountancy, legal and finance businesses.
Professional services firms carry a calendar of obligations that never empties: filings, renewals, limitation dates, reviews. Missing one is not an inconvenience, it is a claim. And yet the tracking usually lives in a practice management system nobody likes plus a spreadsheet somebody maintains.
The work itself is repetitive in shape and bespoke in detail, which is exactly the combination generic software handles worst and custom software handles best.
What we would build
A practice system that models your matters, your obligations and your documents the way your firm actually works.
- Matter and client management — One record per client and matter, with correspondence, documents, parties and deadlines attached rather than scattered.
- Obligation and deadline tracking — Every statutory and contractual date tracked with owner, escalation and evidence of completion, across the whole firm.
- Document generation — Engagement letters, contracts and reports produced from your precedents and the matter data, so nobody rebuilds them by hand.
- AML, KYC and onboarding — Identity checks, risk assessments and source-of-funds evidence captured once, stored properly, and re-reviewed on schedule.
- Time, fees and billing — Recording that fits how your people actually work, and billing that reflects what was agreed rather than what was easy to invoice.
- Client portals — Secure document exchange and status visibility, which removes the majority of the where-are-we emails.
What we would automate
The chasing, filing and drafting that consumes fee-earner hours without producing fees.
- Onboarding and AML checks — New client packs issued, identity verification run, and the file assembled before anyone opens it.
- Deadline escalation — Reminders that step up as a date approaches and reach a supervisor before the date does.
- Drafting from precedent — First drafts produced from your own precedent bank and matter data, for a fee earner to review rather than write.
- Email filing — Correspondence filed to the right client and matter automatically, which is the single biggest source of lost history in most firms.
- Fee notes and disbursements — Billing packs assembled from recorded time and disbursements, ready for review rather than rebuilt monthly.
- Practice reporting — Work in progress, lock-up, recovery and pipeline reported weekly without anyone exporting anything.
Building software for accountancy, legal and finance
The system is built to whatever your regulator requires of you, whether that is the SRA, ICAEW or FCA, because those requirements are inputs to the build, not an afterthought. We are not the compliance function, but the software should make evidencing compliance straightforward.
UK hosting, role-based access, full audit trail, and no third-party service touching client data unless you have agreed to it in writing. Where AI is used, we are explicit about exactly what is sent where.
Yes, and often that is the right answer for a first phase: build the part that is failing, integrate with the rest, and revisit the wider question once the value is proven.
Your First Call Is Not a Sales Pitch
We will explain exactly how the model works and give you an honest recommendation, even if that recommendation is not Adola.
