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EH DESIGNSoftware & Business Solutions

Industries

Professional Services

Case tracking, documents and client communication for firms that sell expertise.

Software for consultancies, agencies and service firms that need structured matter management, billing support and operational visibility.

Industry challenges

Scattered client records

Emails, files and notes are not attached to a single matter or engagement record.

Unclear workload

Managers cannot see open commitments, deadlines and staff allocation in one place.

Manual billing prep

Time and deliverables are reconstructed at month end instead of captured during work.

Operational workflows

  • Client intake and engagement setup
  • Matter or project status tracking
  • Document collection and review
  • Internal approval and sign-off
  • Invoicing preparation and follow-up

Suitable software capabilities

Matter and client management

Structured records linking contacts, documents and status history.

Workflow and approvals

Defined states for reviews, submissions and internal sign-off.

Operational dashboards

Open workload, aging items and team views for managers.

Relevant modules

  • Client and contact registry
  • Matter or project tracking
  • Document attachments
  • Task and deadline management
  • Billing preparation views
  • Management reporting

Possible automation

  • Deadline reminders for open matters
  • Routing new intake to the right team
  • Notification on status changes

Reporting needs

  • Open matters by stage and owner
  • Aging of pending actions
  • Team workload summaries
  • Billing readiness snapshots

Related work

ServiceQuote — Mobile Field QuotingUnder Development
Mobile Field QuotingMobileMVP

ServiceQuote

Offline-focused mobile quoting for field teams — customers, quotes, payments, reminders and PDF export. MVP stage.

  • Offline-first local SQLite store
  • Quotes and customer follow-up
  • Payment capture and reminders

Technology: React Native · Expo · TypeScript · SQLite

View case study
Law Office ERP — Legal Practice Management
Legal Practice ManagementWebDevelopment / UAT preparation

Law Office ERP

Legal practice management platform for cases, clients, hearings, tasks, documents, billing and payments — with per-case authorization and audit trails.

  • Case-centric practice records
  • Hearings, tasks and documents
  • Billing and payment tracking

Technology: ASP.NET Core 8 · Next.js · SQL Server · Clean Architecture

View case study

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