Client Management Built for Professionals
BizAI gives South African accountants, attorneys and consultants one record per client with every email and WhatsApp, engagement letters signed online, time logged against each project, and invoices clients can pay on their phone.
From R999/month. Excl. VAT, every feature on every plan.
- No credit card
- Month to month
- Used by 83+ SA businesses
Professional Services Has Unique Needs That Generic CRMs Ignore
Your clients don’t care which partner’s inbox their email landed in.
Clients spread across inboxes
Half the conversation is in one partner’s email, the rest on someone’s WhatsApp.
Engagement letters on paper
Letters get printed, signed, scanned and chased, and sometimes never come back.
Hours nobody wrote down
Work on a retainer gets done but not logged, so you only notice the overrun at month end.
Fees chased by hand
Invoices go out late and someone has to phone about the ones that aren’t paid.
Email · Johan van Wyk
Tax documents sent to a partner on leave
Nobody else can see it
One Platform for Client Management, Time Tracking, and Professional Compliance
Client messages, engagement letters, bookings, time logs and invoices, with user roles and an audit trail. It is not a practice management system and does not do trust accounting.
Engagement letters e-signed
Send the letter from a contract template. Clients sign on any device, and each signature is logged with the time and IP address.
Product screens with sample data.
What’s included for professional services firms
Clients and compliance
- One record per client with every email, WhatsApp, quote, signed document and invoice
- Shared inbox for email, WhatsApp, Instagram and Facebook Messenger, with assignment
- Contract templates and e-signature for engagement letters, logged with time and IP address
- Quotes and proposals with versions
- User roles, an activity audit report and a POPIA Data Processing Agreement
- Online booking page for consultations (Booking add-on, R100/mo)
Time and billing
- Log time by hand against a project: time spent, date and what was done
- Retainer plans with hours included, and hours used per month with a warning when nearly used up
- Invoices and recurring invoices with Pay Now by card, EFT or Ozow through Netcash
- Sync to Sage, Xero, Zoho Books or QuickBooks
- No automatic timer or time capture; time is entered by your team
See Everything About a Client at a Glance
Open a client and see the whole relationship in one timeline, whoever on your team handled it.
- Every email and WhatsApp linked to the client record
- Quote versions, signed engagement letters and invoices on the same record
- Retainer hours and unpaid invoices at the side
Log Billable Time Against Every Project
Your team logs time as they work: how long, which day, and what was done. Retainer clients show hours used against hours included.
- Log time on a project in a few seconds
- Hours used this month against the retainer, with a warning when nearly used up
- Entered by hand: there is no automatic timer or time capture
Calculate Your Return on Investment
Put in your own numbers to see what unlogged time is worth to you each month.
Unlogged time is worth about, per month
R32,908
Won back at 25%
R8,227/mo
BizAI starts at R999/mo excl. VAT.
Your numbers, not ours. BizAI doesn’t capture time for you; it makes logging it quick and shows retainer hours as they’re used.
Professional Services Pricing
Every feature on every plan. Plans differ only by how many users you need. Month to month, prices exclude VAT.
BizAI plans
Starter
R999per month, excl. VAT
- Users included
- 3
- Users allowed
- Up to 9
- Extra user
- R280
- Storage
- 5 GB
Growth
Most popularR3,000per month, excl. VAT
- Users included
- 10
- Users allowed
- Up to 19
- Extra user
- R220
- Storage
- 25 GB
Business
R5,400per month, excl. VAT
- Users included
- 20
- Users allowed
- Up to 49
- Extra user
- R220
- Storage
- 100 GB
Enterprise
R12,000per month, excl. VAT
- Users included
- 50
- Users allowed
- 50+
- Extra user
- R220
- Storage
- 500 GB
Add online booking for consultations for R100/mo.
Try it free for 14 days, with R20 AI credit. No credit card.
Full pricing and add-onsFrequently Asked Questions
Call 010 001 7606 or email sales@bizai.co.za.
Does BizAI integrate with legal practice management software?
No. BizAI does not connect to legal or accounting practice management systems, and it does not do trust accounting. Firms use it for client communication, engagement letters, quotes, time logging and invoices, and invoices sync to Sage (Sage Accounting and Sage 200 Evolution), Xero, Zoho Books or QuickBooks.
Is BizAI compliant with legal/professional regulations in South Africa?
BizAI is designed to help you meet POPIA: each user has a role that controls what they can see, an activity audit report shows who changed what, and every e-signature is logged with the time and IP address. Every client gets a POPIA Data Processing Agreement. It does not run conflict-of-interest checks or manage trust accounts, so your professional body’s rules on those stay with your existing systems.
How does time tracking work?
You log time by hand against a project: the time spent, the date and what was done. For clients on a retainer, the client record shows the hours used this month against the hours included and warns you from 80 percent. BizAI does not run a timer or capture time automatically from emails, calls or documents.
Can multiple team members work on the same client?
Yes. Everyone with access sees the same client record: every email and WhatsApp, quotes and their versions, signed documents, invoices and time entries. Conversations in the shared inbox can be assigned to a colleague, and user roles control who sees what.
Can clients sign engagement letters electronically?
Yes. Create the engagement letter from a contract template and send it for signature. Clients sign on their phone or computer, reminders go to anyone who has not signed yet, and each signature is recorded with the time and IP address. The signed copy is saved to the client record.
What about client confidentiality and data security?
User roles limit what each person can see, and the activity audit report shows who did what and when. The app runs on servers in South Africa and the database is hosted by Supabase under a signed Data Processing Agreement. You can export your data at any time.
How long does implementation take for a professional services firm?
That depends on how many clients and templates you bring across. You can set BizAI up yourself in a web browser, or book paid setup help if you would rather we loaded your clients, templates and email for you.
How much does BizAI cost for a professional services firm?
Plans start at R999/month excl. VAT for 3 users, with every feature on every plan, including the shared inbox, e-signatures, quotes, time logging and invoices. Online booking for consultations is the Booking add-on at R100/month. You can try it free for 14 days with no credit card.
Ready to Transform Your Practice?
Bring every client email and WhatsApp into one place, send your next engagement letter for e-signature and start logging time.