# Software development for professional services firms > 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. 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 ## Software we build for firms - **[Law firm case management software](https://infikeytechnologies.com/industries/professional-services/law-firm-case-management-software)**: matters, hearings, deadlines, documents, time entries and billing. - **[Client portal development](https://infikeytechnologies.com/industries/professional-services/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](https://infikeytechnologies.com/tools/rag-ai-assistant-cost-calculator). ## Confidentiality and professional rules | Market | Considerations | What the software supports | |---|---|---| | India | DPDP Act 2023, Bar Council rules on advocate conduct, ICAI guidance on confidentiality | Consent records, access control, data retention | | UAE | UAE PDPL, DIFC and ADGM data protection laws for firms in those free zones | Regional hosting, data rights handling | | UK | UK GDPR, SRA and ICAEW standards, anti-money laundering client due diligence | Audit trails, client ID checks, conflict searches | | US | State bar rules on client confidentiality, state privacy laws | Encryption, 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 | Product | Budget (USD) | Budget (INR) | |---|---|---| | Client portal for an existing firm | 15,000–35,000 | 12–28 lakh | | Case or practice management system | 25,000–60,000 | 20–50 lakh | | Document automation and AI knowledge assistant | 15,000–40,000 | 12–32 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](https://infikeytechnologies.com/tools/build-vs-buy-software-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. ## Frequently asked questions ### 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. ## Related guides - [Law firm case management software development](https://infikeytechnologies.com/industries/professional-services/law-firm-case-management-software): Law firm case management software organises a firm’s matters: client intake and conflict checks, case details, hearing and limitation deadli... - [Client portal development](https://infikeytechnologies.com/industries/professional-services/client-portal-development): A client portal is a secure website or app where a firm’s clients log in to exchange documents, complete requests and checklists, approve de... - [Insurance software development company](https://infikeytechnologies.com/industries/insurance): Infikey Technologies builds insurance software: agency and broker management systems, policy administration, claims management platforms, cu... - [Custom software vs off-the-shelf: build or buy?](https://infikeytechnologies.com/compare/custom-software-vs-off-the-shelf): Off-the-shelf software is faster to start and cheaper upfront, and is the right choice when your process is standard, such as accounting, em... - [SaaS development company](https://infikeytechnologies.com/industries/saas): Infikey Technologies builds SaaS products: multi-tenant web and mobile applications with subscription billing, user onboarding, role-based a... - [Claims management software development](https://infikeytechnologies.com/industries/insurance/claims-management-software): Claims management software runs a claim from first notice of loss (FNOL) to settlement: intake, document and photo capture, assignment to ad... - [EHR and EMR software development](https://infikeytechnologies.com/industries/healthcare/ehr-emr-software): EHR and EMR software stores and manages patient clinical records: history, notes, problems, medications, allergies, orders and results. Infi... - [Manufacturing software development company](https://infikeytechnologies.com/industries/manufacturing): Infikey Technologies builds manufacturing software: custom ERP, production planning and scheduling, shop-floor execution (MES), inventory an... --- Source: https://infikeytechnologies.com/industries/professional-services Publisher: Infikey Technologies Private Limited (software, mobile app, AI and cloud development; offices in India, UAE, UK and US). Last updated: 2026-10-19 Get an estimate: https://infikeytechnologies.com/contact Cost figures are planning ranges, not quotes. Final scope and price are confirmed after discovery.