PraxisFlow centrally manages professional-firm operations as a multi-tenant SaaS. It unifies case & task management, client engagement (LINE/email), billing & payments, document templates and an office-site CMS on a single platform.
These challenges unique to professional firms — scattered cases, inconsistent client contact and billing overhead — were built in-house from scratch in 16 months: a new-SaaS launch story.
Our client launched a SaaS business that fully digitizes operations for professional firms handling administrative procedures. The goal: consolidate firm operations — where cases, clients, billing and lead generation had been scattered — onto a single platform.
The key to success was "Unified case management × integrated client engagement × built-in billing and lead generation". A multi-tenant setup usable per firm was needed, so professionals could focus on their core work.
More than functional requirements, these were operational efficiency, response quality, cash flow and new-client acquisition — design challenges tied directly to running the firm.
The four design challenges, engineered as one integrated multi-tenant SaaS (together with AMELA).
* Each scenario runs on mock data. In a browser, just open index.html to run it — no build required.