Brief
You describe the users, the job to be done, current tools and any hard date or constraint. A page is enough.
Industries
Software for firms that sell expertise and still run on inboxes
Professional firms sell time, files and trust. Hirvex Technologies builds CRMs and delivery tools that track the engagement from enquiry to archive, without forcing a factory-floor ERP onto partners.
Who this is for. Partners and operations managers in agencies, consultancies and similar firms.
Problems we typically meet
These are the patterns that show up before a useful first release—not abstract “digital transformation” language.
- The CRM is a graveyard; delivery lives in Drive.
- Nobody sees utilisation until payroll.
- Conflict checks are a hallway question.
- Clients email six people and get three answers.
How we approach the work
Matter or engagement as the object. Pipeline stages that match how you actually sell. A client room for files and status. Time or milestone billing as you already invoice—not a made-up methodology.
What a serious first release can include
Scope is confirmed in discovery. This is the shape of work we are equipped to deliver—not a menu you must buy in full.
- Pipeline and engagements
- Client document rooms
- Tasking and delivery boards
- Handoff into invoicing tools
- Partner reporting
What we need from you
A useful brief is better than a long one. If you can answer most of the following, we can propose a first slice instead of a theatre estimate.
- Who will use this, and what must they finish in a session?
- Which systems must stay (accounting, payments, identity, a shop)?
- What is already live that we should not break?
- Any hosting region, language or compliance rule that is non-negotiable?
- The date that actually matters—and why.
How an engagement runs
Four steps. No mystery bench.
Scope
We reply with clarifying questions and a first-release outline: modules, roles, integrations and what “done” means.
Build
Named engineers work in visible increments, with staging you can click and a weekly written status.
Run
Launch, handover and a support path. The system is yours to operate—not a black box we disappear from.
Questions we are asked
Do you build legal practice systems?
We can build operational tools for firms. Jurisdiction-specific legal compliance is your counsel’s domain; we implement the process you specify.
Can this replace Clio or similar?
Only with a clear gap analysis. Often the honest work is integration plus a better client-facing layer.
Start a conversation
If this is the work in front of you
Send the users, the job to be done and any hard constraint. We will answer as engineers—not with a canned brochure.