Every firm tracks matters its own way
A consulting firm tracks engagements with milestones and deliverables; an expert tracks files with site visits and reports; an administration firm tracks recurring clients with yearly deadlines. Practice-management software picks one reference profession and imposes its vocabulary on the others.
The symptom is always the same: the official tool is used for invoicing, and the real tracking — where each matter stands, who's waiting for what, what time was spent — happens elsewhere, in personal files nobody else can read.
Your practice, turned into an application
Describe your firm: “We are three consultants. We run engagements for clients, with a fee amount, milestones, time spent per consultant and a status: proposal, in progress, waiting on client, done, invoiced. I want workload per consultant and engagements ready to invoice.”
The generated application mirrors that practice: clients and their engagements, time entries linked to consultants, the statuses you use, and a dashboard answering your questions — workload, in-progress work, to invoice.
Demo data simulates a realistic engagement portfolio, so you evaluate the tool on full screens from the first minute.
- Client records and engagement history
- Matters / engagements with statuses and milestones
- Time entries per person and engagement
- Fee tracking: proposed, committed, invoiced
- Dashboard: workload, in-progress, billing
Confidentiality through ownership
A firm's matters are confidential by nature. The best guarantee is not a contract clause: it's owning the tool. The generated application belongs to you — source-code ZIP export, GitHub push, hosting wherever you decide, including on your own infrastructure.
The code is standard Next.js + Prisma, auditable by any trusted provider. No black box between you and your matters.
Start small, with no structural commitment
The Discovery plan (€0) lets you generate a first application — often enough to test the structure on your own practice. Pro (€25/month) and Max (€149/month) provide credits to iterate towards the definitive tool, with the cost shown before each generation.
Three generation levels (Sketch, Craft, Masterpiece) separate the structural trial from the polished production tool.
Typical generated entities
- Client
- Matter / engagement
- Time entry
- Consultant
- Milestone
Generated screens
- Engagement portfolio by status
- Engagement record: milestones, time, fees
- Client record: matter history
- Time entry
- Firm dashboard
Dashboard indicators
- Engagements in progress per consultant
- Time spent this month
- Fees ready to invoice
- Portfolio breakdown by status
Frequently asked questions — practice management
Our tracking methodology is specific. Can the application reflect it?
That's the principle: your stages, milestones and matter categories become the application's structure. You validate the plan — entities, statuses, indicators — before generation.
Where is the firm's data hosted?
Your choice: at the provided dedicated URL, or with you — the code exports (ZIP, GitHub) and can be hosted freely, including on your own server with your own database.
Can we track time without a bureaucratic monster?
Yes: if your description mentions time tracking, the application generates a simple entry linked to engagements and people, and the dashboard aggregates it per engagement, consultant or period.
Does the application do invoicing?
The application tracks what you describe — including amounts and billing statuses (to invoice, invoiced, paid). Producing compliant invoices remains your invoicing tool's job; the application tells you what to invoice and when.
How long before the team can use it?
One generation produces a complete, deployed application. The realistic cycle: describe your practice, validate the plan, generate at Sketch level, have the team use it for a few days, then regenerate at Craft with the adjustments.