Bill more hours, chase fewer of them.
Accountants, lawyers, advisors, consultants — your work is the hours you put in and the trust you keep. We build one system that holds every client and case, tracks your time as you work, sends the bills, and chases the payments — and keeps the paperwork and the rules straight, so the billable hours actually get billed. For example: tracked time becomes a bill, and an unpaid bill chases itself — politely, on time, without you writing the awkward email.
Every client and case in one place.
The jobs your practice runs every day.
- Keep every client and case in one place — files, notes, and history together.
- Track your time as you work, not from memory at the end of the week.
- Turn those tracked hours into clear bills and send them out.
- Chase the payments that are overdue, politely and on time.
- Handle the paperwork — engagement letters, filings, and records.
- Stay on the right side of the rules your field is held to.
From scattered admin to billable hours that get billed.
- Time tracked on sticky notes and half-remembered at month-end.
- Bills sent late — or not at all — so hours quietly slip away.
- Payments chased by hand, one awkward email at a time.
- Client files, notes, and paperwork spread across folders and inboxes.
- Time captured as you work, so nothing billable gets forgotten.
- Bills go out on time, every time, straight from the hours you tracked.
- Overdue payments chased for you — politely, automatically.
- Every client and case in one place, with the paperwork kept straight.
The admin that runs itself, so you can do the work.
Tracks your time without you thinking about it
It follows the work you're doing and logs the hours against the right client and case — so the timesheet is already filled in when you look at it.
Sends bills and chases payments for you
Turns tracked hours into clear invoices, sends them on schedule, and follows up on anything overdue — so you collect more without the awkward chasing.
Keeps every client and case together
Files, notes, deadlines, and history live in one place per client — so you can pick up any matter and instantly see where it stands.
Handles the paperwork and the rules
In fields with heavy rules and paperwork, we know what it takes to stay compliant and build your system to meet it when it has to — and we know where to save you money doing it.
Questions professional and financial firms ask us.
Yes. In businesses with heavy rules and paperwork we know what it takes to stay compliant and make sure your system meets it when it has to — and we know where to spend and where to save you money. We won't claim a certification we don't have; we build the system to do the job your field requires.
It's built around the way you already work and connects the tools you already rely on, rather than forcing you to start over. We scope exactly which ones in the free chat.
Your data is yours and only yours. You can export and take it anytime, and you are never locked in. We never sell it and never use it to train AI. It stays private, with security first throughout.
It captures the time you spend so nothing billable slips through, and you always review and approve before a bill goes out — you stay in control of every invoice. You drive it; the engine just removes the busywork.
Tell Coapta AI what's slowing your business down.
Two minutes in the chat and we'll sketch what we'd build, how fast, and what it'd cost.