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Engagements, billable time, invoices, signatures, client portal and Google reviews.
Overview video — Professional services
Prices in US dollars (USD), plus applicable taxes.
Everything is already set up for your type of business. Every page has a « ? » button with a short video.
All your client files, by type of matter.
Everything that happens with a client: their documents, messages, your time and your invoices.
Before accepting a client, search their name and the names of the other parties.
Record your time per matter: it becomes an invoice in one click.
The firm's invoices, with your province's taxes.
The client pays at once, in instalments or from the trust account.
Money received in advance from your clients, kept apart from the firm's, matter by matter.
The dates not to miss, and the matters they affect.
Engagement letters and authorizations, signed by the client on their phone.
The messages your clients write to you in their secure portal, instead of email.
Who opened which file, and when. Privacy law asks you to know it.
Your fees, where your clients come from and where your matters stand.
Avisenza sends your customers a short survey by email or text, at the right time.
Satisfied customers are invited to leave a Google review in one click.
A disappointed customer writes to you privately: you can fix the problem before it goes public.
A QR code to print for your counter, and a clear report every month.
Choose « Professional services » and enter your business name. No credit card.
Open your first engagement and enter your first time entry.
Your customers get their surveys and you follow everything from your dashboard.
Yes. 30-day free trial, no credit card. You decide at the end of the trial.
Your platform and the messages to your customers are available in English, French and Spanish.
Yes. Every page has a « ? » button with a short video, and a complete printable guide is included.
$30.00 USD per month. Prices in US dollars (USD), plus applicable taxes.
✅ 30-day free trial, no credit card
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