A secure multi-tenant SaaS platform for law and accounting firms — managing the full client lifecycle from intake to invoice, with matter tracking, deadline alerts, and RBAC across practice areas.
A multi-practice professional services firm — spanning legal and accounting departments — managed all client matters, billing, and deadlines through a combination of shared drives, email threads, and per-partner spreadsheets. Data was duplicated, unbillable hours went untracked, and deadline management relied entirely on individual memory.
Client confidentiality was at risk — any team member could access any file. The firm had no way to demonstrate conflict-of-interest checks to auditors, and billing disputes arose regularly due to unrecorded time entries.
NodeCypher built a SaaS platform with matter-level access control, real-time time entry, automated deadline tracking, conflict-of-interest screening, and integrated billing — eliminating every manual process and closing all the confidentiality gaps.
Each client matter has its own access list. Only the responsible partner and explicitly assigned team members can view, edit, or add documents — enforced at the row level.
Lawyers and accountants capture time entries against matters as they work — on desktop or mobile. Entries are categorized by billable type and approved by supervisors before billing.
Court dates, filing deadlines, and client deliverable dates are tracked per matter with automated alerts at 30, 14, and 3 days — with escalation to the managing partner if unacknowledged.
New client intake includes an automated conflict check against all existing clients and related parties — with a digital sign-off trail that satisfies professional body audit requirements.
Approved time entries and disbursements roll automatically into draft invoices. Invoices are reviewed, finalized, and dispatched from the platform — billing preparation cut from days to hours.
Matter documents stored with version control and access logging. Full-text search within a matter. Document retention policies enforced automatically per jurisdiction requirements.
We build multi-tenant SaaS platforms for professional services firms that need client confidentiality, billing integrity, and deadline accountability built in from day one.
