Law, accounting, and consulting

The CRM for professional services firms.

GuardenerAI for professional services is a CRM with matters, engagement letters and invoicing in one system. It is for law, accounting and consulting firms that bill for their time and want the client, the engagement and the money in one place, without bending the firm into a sales template.

Your business is billable relationships. When the client record, the engagement, and the invoice live in three different places, the work gets done and the money gets forgotten. GuardenerAI keeps all three on one record.

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Sound familiar?

What this usually looks like today.

What changes

One system, doing the work with you.

Model the work you actually do

Custom objects, fields and layouts let you track matters, engagements or retainers properly, and the Professional Services template starts you with a Matters object. No bending your firm into a sales template.

Proposals that never go quiet

Every open engagement shows its stage, next step and expected close date on one board. Ask the assistant which ones have not moved in two weeks, and it creates the follow-up tasks once you confirm.

The assistant reads the file, not the internet

Summarise an agreement, pull key dates or draft a client update from documents you attach, inside your own workspace.

Bill without switching apps

Invoice the client from the same system, with payments, AR aging and a double-entry ledger beside them once accounting is switched on. The money is as visible as the work.

The modules this runs on

How you set it up

Shaped around how professional services actually work.

Start from the Professional Services starter template in Settings, then adjust anything. Everything a template adds stays editable.

From the starter template

Matters

Each engagement as its own record, with a practice area (Corporate, Litigation, Real Estate, Employment, Intellectual Property, Tax) and a status of Open, On Hold or Closed. The template adds an All matters view.

  • Matter Number
  • Client
  • Practice Area
  • Status
  • Responsible Partner
  • Opened
  • Hourly Rate
Built in

Opportunities

New engagements on a board. The template adds Conflict Check and Engagement Letter stages and an Engagements pipeline view.

  • Stage
  • Value
  • Probability
  • Expected Close Date
Built in

Companies

Your clients, with the persons, matters, invoices and payments that belong to them.

  • Industry
  • Website
  • Phone
  • Billing

Suggested stages on Opportunities

  1. Prospect
  2. Conflict Check
  3. Qualification
  4. Proposal
  5. Negotiation
  6. Engagement Letter
  7. Closed Won
  8. Closed Lost
Routines to copy

The repeat work, set up once.

Each of these is built from features in the product today. Set them up once and the whole team runs them the same way.

Signature template

Engagement letter

  1. Write the letter once, with merge fields for the client contact’s name, your firm’s name and the date
  2. Send it from the client contact’s person record
  3. The client signs on any device after agreeing to sign electronically
  4. The responsible partner countersigns, and the sealed PDF is filed on the client’s record
Action plan

Opening a new matter

  1. Run the conflict check (high priority, day 0)
  2. Send the engagement letter (high priority, day 1)
  3. Raise the retainer invoice (medium priority, day 2)
  4. Hold the kickoff meeting (medium priority, 3 days after the letter task)
Saved report

Engagements by stage

  1. Source: Opportunities
  2. Filter to open stages
  3. Group by stage and total the value
  4. Save it for the whole firm and chart it

Client confidentiality, taken seriously.

Encrypted at rest and in transit, audit-logged, isolated per tenant, with default-deny roles and an audit trail no one can quietly edit. Your files are never used to train outside models.

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FAQ

Questions from teams like yours.

Can it handle matters or engagements, not just deals?
Yes. Custom objects, fields and layouts let you model matters, engagements or retainers as first-class records, and the Professional Services template sets up Matters for you.
Does it replace our accounting software?
For invoicing, AR and a double-entry ledger tied to clients, it can. Accounting is a module we switch on for your workspace when you are ready. There is no payroll, and firms with complex tax needs usually keep their accountant’s tooling for filing.
How long does it take to switch?
Export your client list to CSV, import it with a field-mapping step, and you can be working in it the same day. Import, export and file attachments are included on every plan.

See it on your kind of work.

Start free in an afternoon, or have us walk you through it with data that looks like yours.

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Also built for law firms, accounting firms and consulting firms. See every industry.

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