WANDETechnology Company

Professional services

Systems for firms that sell expertise, from intake and engagement tracking to the documents that go out the door.

  • Client intake and engagement management
  • Document assembly and review workflows
  • Time, billing, and CRM integration

Where we help

Law, accounting, consulting, and engineering firms run on engagements, documents, and billable time, usually across several tools that do not agree with each other. We build the systems that connect them: intake that feeds the CRM and the matter system, document assembly from source data, and reporting that does not need a spreadsheet at month end.

How we approach it

Confidentiality drives the design. Access is scoped per engagement, every document action is logged, and agents that draft or summarize always hand off to a person for review.

Start here

CRM modernization and the AI agent starter for document preparation are the usual entry points.