Professional services software

Software development for professional services firms

Matter management, client portals and document automation that cut admin hours and make your firm easier to work with.

Typical budget
USD 20k–80k (INR 16–65 lakh)
Integrations
Microsoft 365, Google Workspace, e-sign, accounting
Security
Encryption, role-based access, audit logs
AI use
Document drafting, search, summarisation

Short answer

Infikey Technologies builds software for professional services firms: case and matter management for law firms, practice management for accounting and tax practices, secure client portals, document automation, time and billing, and AI assistants that search firm knowledge. We integrate with Microsoft 365, accounting tools and e-signature. Typical builds cost USD 20,000–80,000.

Updated · Written by the Infikey Technologies delivery team

Software we build for firms

  • Law firm case management software: matters, hearings, deadlines, documents, time entries and billing.
  • Client portal development: secure document exchange, requests, approvals, invoices and messages in one branded place.
  • Practice management for CA and accounting firms: client compliance calendars (GST, TDS, VAT, corporate filings), task assignment and fee tracking.
  • Document automation: templates that turn questionnaires into engagement letters, contracts and reports.
  • Knowledge assistants: AI search over precedents, opinions and internal guidance, with sources cited. See RAG AI assistant costs.

Confidentiality and professional rules

MarketConsiderationsWhat the software supports
IndiaDPDP Act 2023, Bar Council rules on advocate conduct, ICAI guidance on confidentialityConsent records, access control, data retention
UAEUAE PDPL, DIFC and ADGM data protection laws for firms in those free zonesRegional hosting, data rights handling
UKUK GDPR, SRA and ICAEW standards, anti-money laundering client due diligenceAudit trails, client ID checks, conflict searches
USState bar rules on client confidentiality, state privacy lawsEncryption, matter-level permissions, secure sharing

Your compliance partner or professional body confirms what applies to your firm. We are a software company, not a law firm.

Cost

ProductBudget (USD)Budget (INR)
Client portal for an existing firm15,000–35,00012–28 lakh
Case or practice management system25,000–60,00020–50 lakh
Document automation and AI knowledge assistant15,000–40,00012–32 lakh
Full firm platform (matters, portal, billing, AI)50,000–80,000+40–65 lakh+

These are planning ranges, not quotes. Compare with subscriptions using the build vs buy calculator.

Where firms gain the most

  • Fewer missed deadlines with automatic compliance and hearing calendars.
  • Less email chasing: clients upload documents to a portal with checklists and reminders.
  • Faster drafting from templates and AI-assisted first drafts reviewed by professionals.
  • Accurate billing because time is captured where work happens.
  • Partner visibility of workload, realisation and outstanding fees.

Working with Infikey

What you get when you work with us

A written estimate first

Scope and budget range in writing before you commit. If we are not the right team, we say so.

NDA before details

We sign an NDA before you share product plans, data or customer details.

You own the code

Source code, designs and documentation are handed over to you, in repositories you control.

Weekly demos

Working software every week, not slide decks, so you can steer early and avoid surprises.

Support after launch

Monitoring, fixes and new features through a support plan that fits your stage.

Teams in four markets

People in India, the UAE, the UK and the US, so workshops and calls fit your working day.

FAQ

Questions buyers ask us.

Is AI safe to use with confidential client documents?

It can be, with the right setup: enterprise AI APIs that do not train on your data, or self-hosted models, access controls matching matter permissions, and logs of every query. Professionals stay responsible for the final work.

Can it work with Microsoft 365 and Outlook?

Yes. We integrate email filing, calendars, SharePoint or OneDrive documents and Teams notifications through Microsoft Graph.

Why not buy an off-the-shelf practice management tool?

Buy one if it fits. Firms choose custom software when their practice areas, workflows or client experience differ from what products offer, or when per-user subscription costs add up across many staff.

Free estimate

Get an estimate for your firm

Tell us your type of firm, team size and current tools. We reply with a scope and range.

  • ∞An honest fit check: we say so if we are not the right team.
  • ∞A ballpark cost for your scope.
  • ∞A suggested first step, usually a short discovery workshop.
  • ∞NDA on request. Teams in India, the UAE, the UK and the US.

We reply by email or WhatsApp. No newsletters, no spam.

Free estimate

Get an estimate for your firm

Tell us your type of firm, team size and current tools. We reply with a scope and range.