Software that supports knowledge-driven businesses.
Agilis helps legal firms, consultancies, and professional service organisations work more efficiently — with AI knowledge tools, CRM, timesheeting, and bespoke workflow solutions that match how your business operates.
What Professional Services businesses face
Understanding your specific pressures is how we identify the right software solutions for your business.
Client and case information scattered across email, drives, and systems
Time tracking that is manual, inconsistent, and difficult to audit
Client follow-up and pipeline visibility relying on individual discipline
Knowledge locked inside documents that take too long to search
Billing inaccuracy due to poor time recording and work visibility
Difficulty maintaining consistent service quality across a growing team
Your software partner for Professional Services
Agilis implements knowledge, CRM, timesheeting, and AI tools specifically suited to professional service businesses. We understand the needs of legal, consulting, and service firms — and we configure solutions that match your workflow without unnecessary complexity.
Knowledge Retrieval
AI tools that make your case files, contracts, policies, and documents instantly searchable.
Client & Pipeline Management
CRM for managing client relationships, pipeline stages, follow-up, and communication history.
Time & Billing
Accurate timesheeting against clients, projects, and tasks to support billing and resource planning.
Document Intelligence
Upload case files and internal documents into an AI knowledge base accessible to the whole team.
Response Efficiency
AI tools that help your team draft client correspondence faster using your own knowledge base.
Bespoke Workflows
Custom digital workflows for specific practice areas, approvals, or operational processes.
Software matched to your industry
Documizr
AI knowledge base built from your case files, policies, and internal documentation.
Responder
AI-assisted email drafting using your knowledge base for faster client correspondence.
Repliii
AI chatbot for client enquiries, lead qualification, and out-of-hours support.
Agilis CRM
Client and pipeline management with full interaction history and follow-up automation.
TimeTrakk
Accurate timesheeting for billing, resource planning, and project management.
Bespoke Development
Custom workflow platforms built for specific legal, compliance, or advisory processes.
AI and BI opportunities for Professional Services
AI knowledge base for case files, legal precedents, and internal documentation
Automated drafting of client correspondence and proposal responses
AI chatbot for client enquiries, FAQs, and lead qualification on your website
Document intelligence for compliance, regulatory, and procedural materials
Billing and revenue reporting by client, matter, and team member
Utilisation and timesheet analysis for resource planning
Pipeline and new business dashboards for management
Client profitability and matter cost reporting
Let's talk about your Professional Services business
Agilis will assess your current systems, understand your goals, and recommend the right software approach — at no cost.