Client ManagementBuilt for Professionals
Run your legal practice, consulting firm, or professional services business with software that understands billable hours, client matters, and professional compliance.
Professional Services Has Unique Needs That
Generic CRMs Ignore
Where Did My Time Go?
You completed 40 hours of client work last week. You only billed for 28. The other 12? Lost to poor time tracking, forgotten tasks, and 'I'll log it later' that never happened.
Which Client Was That For?
Email from client in Gmail. Case notes in Word. Time entries in Excel. Documents in Dropbox. Client calls recorded nowhere. When the client asks 'What's the status?', you scramble through 5 different places.
Did I Run the Conflict Check?
New client inquiry. Similar name to existing client. Did you check for conflicts of interest? Where's the record? Did you get signed engagement letter? Is retainer trust account reconciled? Sleeping at night is hard.
Clients Who Feel Ignored
Client emailed 3 days ago. You forgot to respond. They chase via WhatsApp. You promise to send document. You forget again. Client leaves 1-star review: 'Unresponsive, unprofessional.' You lose referrals.
The Reality:
Most professional services firms use Gmail + Excel + manual time tracking. It's costing you 30-40% of potential revenue.
One Platform for Client Management,
Time Tracking, and Professional Compliance
BizAI understands professional services. Not a generic CRM retrofitted with "custom fields"—a purpose-built platform for firms that bill time and manage client matters.
Never Lose Billable Time
- Automatic time capture (email, calls, meetings)
- One-click manual time entry
- Mobile app time tracking
- Timer for active tasks
- Weekly timesheets auto-generated
- 95%+ time capture rate (vs 70% manual)
Complete Client Matter View
- All client info in one place
- Matter/case timeline (every interaction logged)
- Document version control
- Email integration (all client emails auto-linked)
- WhatsApp conversations logged
- Team collaboration on matters
Professional Compliance Built-In
- Conflict of interest checking
- Engagement letter workflows
- Retainer/trust account tracking
- Professional indemnity documentation
- Regulatory compliance checklists
- Audit trail for everything
See Everything About a Client Matter at a Glance
No more hunting through email, documents, and scattered notes. BizAI's matter timeline shows every interaction, document, time entry, and invoice in chronological order.
All client communications auto-linked (emails, calls, WhatsApp)
Document version history with who accessed what when
Time entries linked to specific conversations or documents
Invoices and payment status visible on timeline
Team notes and internal discussions tied to the matter
Capture Every Billable Minute Without the Admin Burden
Studies show attorneys capture only 70% of billable time with manual tracking. BizAI's automatic time capture increases that to 95%+ while reducing administrative work by 80%.
Auto-timer starts when you open client matter or email
One-click time entry from calendar events
Time logged when you work on documents
Call duration automatically captured and logged
Weekly timesheets pre-filled, just review and submit
Calculate Your Return on Investment
See how much revenue BizAI can help your professional services firm recover
Your Firm Details
Your Estimated Annual Results
Professional Services Pricing
Growth Plan
3-8 professionals
- 8 Professional Licenses
- 2 Admin Staff Licenses
- Client Matter Management
- Automatic Time Tracking
- Conflict Checking
- Document Management (50GB)
- Email Integration
- WhatsApp Business
- Voice Valet (500 min/mo)
- Basic Invoicing
- Client Portal
- Mobile Apps
- Email Support
Professional Plan
9-20 professionals
- 20 Professional Licenses
- 5 Admin Staff Licenses
- Everything in Growth, plus:
- Trust Account Management
- Advanced Time Tracking
- Engagement Letter Workflows
- Regulatory Compliance Tools
- Advanced Reporting
- Document Management (200GB)
- Voice Valet (2000 min/mo)
- Priority Support
- Custom Integrations
- Dedicated Account Manager
Trusted by Professional Services Firms Across South Africa
Recovered R420,000 in Previously Lost Billable Time
We were hemorrhaging revenue through poor time tracking. BizAI's automatic capture caught all the 'quick emails' and 'brief calls' we used to forget. First year: 28% revenue increase with the same team.
Conflict Checking That Actually Works
Saved us from a major conflict of interest situation in our third month. The system flagged a connection we would never have caught manually. Worth the subscription cost for that alone.
Clients Love the Portal
Our clients can see matter status, download documents, approve quotes, and pay invoices 24/7. Reduced 'where's my stuff?' calls by 80%. Professional image increased referrals by 40%.
Frequently Asked Questions
Ready to Transform Your Practice?
Join 300+ South African professional services firms using BizAI to capture more billable hours, improve client satisfaction, and ensure compliance.
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