Skip to content
Personatify

Law Firms & Accountants

Bill More, Admin Less

We turn your admin time into billable time. Automated invoicing, client portals, and compliance tracking let you focus on what matters — your clients.

Client PortalTime TrackingAuto-InvoicingCompliance Calendar
PERSONATIFY / MADE FOR YOU
Concept illustration of digital services for law firms & accountants
Law Firms & Accountants
Built around your business.
Web

Custom websites
Help customers discover and contact you

Data

Business dashboards
Bring daily operations into view

Flow

Connected automation
Connect bookings, messages and follow-ups

What You Get

Everything You Need for Law & Accounting

A complete digital system built specifically for your industry

Client Portal
Time Tracking
Auto-Invoicing
Compliance Calendar
Document Management
Matter Dashboard
Detailed Solutions

How We Solve Your Biggest Challenges

6 practical solutions built specifically for law & accounting

Concept illustration: Client Onboarding PortalAutomation01

A BETTER WAY TO WORK

Client Onboarding Portal

The challenge

Intake forms, ID upload, and engagement letters all sent as email attachments. Hours of back-and-forth.

Our solution

Secure client portal. Client uploads documents, reviews and signs engagement letter digitally, tracks their matter status.

Let’s build yours
Concept illustration: Time Tracking SystemDashboard02

A BETTER WAY TO WORK

Time Tracking System

The challenge

Billable hours disappear because professionals forget to log them during busy days. Revenue left on the table.

Our solution

Simple time tracker. Start/stop per client and matter. Daily summary. Auto-populate invoice at month end.

Let’s build yours
Concept illustration: Client Matter DashboardDashboard03

A BETTER WAY TO WORK

Client Matter Dashboard

The challenge

Clients call and email repeatedly asking 'where is my case?' This consumes staff time and frustrates clients.

Our solution

A client-facing portal showing matter stage, next steps and pending documents, with access controlled for each client.

Let’s build yours
Concept illustration: Automated InvoicingAutomation04

A BETTER WAY TO WORK

Automated Invoicing

The challenge

Invoices prepared manually from separate notes can lead to inconsistent records and repeated checking.

Our solution

Pull from time logs, auto-generate branded invoice PDF, send via email, track payment. Auto-reminder for overdue.

Let’s build yours
Concept illustration: Compliance CalendarAutomation05

A BETTER WAY TO WORK

Compliance Calendar

The challenge

Tax filing dates, corporate renewal deadlines scattered across email. Missed deadlines mean fines.

Our solution

Compliance calendar. Enter client deadlines once. Auto-remind responsible staff 30, 7, and 1 day ahead.

Let’s build yours
Concept illustration: Professional WebsiteWebsite06

A BETTER WAY TO WORK

Professional Website

The challenge

An outdated website can make it difficult for referred clients to find current practice areas, lawyer profiles and contact information.

Our solution

Professional site with services, team bios, practice areas, client types, and a consultation booking form.

Let’s build yours
Built around your law & accounting business

Ready to Transform Your Law & Accounting?

Book a free 30-minute strategy call. We'll analyze your business and create a custom growth plan.

No obligation
30-minute call
Custom roadmap included