Industry: Professional Services
For law firms, accounting practices, consultancies, and financial advisory firms in the U.S. with 5–50 employees. Where billable time, intake quality, and document workflows decide profitability.
Professional services firms (legal, accounting, consulting, financial advisory) live and die by billable time, client intake quality, and document workflow throughput. Kivolaro builds custom software and automation for U.S. professional services firms with 5–50 employees, focused on intake automation, time and billing integration, document workflows, client portals, and engagement letter automation. Engagements run $4,000–$18,000 in 2–6 weeks, integrating with tools like Clio, PracticePanther, Karbon, QuickBooks, Ignition, and HubSpot.
Three structural reasons:
| Project | Range |
|---|---|
| Intake + engagement letter automation | $4,000–$7,500 |
| Document workflow with AI parsing | $6,000–$12,000 |
| Custom client portal | $10,000–$18,000 |
| Multi-workflow ops system | $12,000–$18,000+ |
| Retainer | $1,500–$3,500/mo |
Almost never. We build around them — adding intake automation, document workflows, custom client portals, and reporting that the platform doesn't handle well. The practice management system stays the system of record.
Yes — we integrate with the firm's conflict database (whether it's a structured tool or a maintained spreadsheet/list) and run the check as part of the intake workflow. If the check flags a possible conflict, the lead routes for partner review instead of proceeding to engagement letter.
We don't provide legal-ethics advice, but we design workflows that respect common requirements (engagement letter capture, fee disclosure, retention periods). The firm's general counsel or ethics partner approves the final templates.
For operational tooling only — client communication tracking, document retention, audit trails. We don't build anything that needs to clear a FINRA/SEC compliance review. For regulated workflows we partner with specialized firms.
Yes — QuickBooks, Xero, and most legal-specific billing systems have APIs we work with. Ignition's engagement-letter-to-invoice workflow is one of the more common integrations.
Most firms start with intake automation (highest ROI, shortest timeline) or document workflow (highest pain reduction). A focused build runs $4,000–$7,500 in 2–3 weeks. After that, retainer or a second project on the next workflow.
