Your firm's platform.
Built to scale.
AI-powered practice management, client workflow automation, and a branded client portal — purpose-built for how your firm operates.
Kanban + List + Calendar Views
Drag-and-drop engagement boards. “My Work” shows what's due today, this week, and overdue — across all clients.
AI-Powered Utilization Dashboard
Real-time billable vs. non-billable splits per team member. Bean flags capacity gaps and suggests optimal assignments.
Conversational Firm Analytics
Ask Bean: “Which clients are most profitable?” Pre-built dashboards for everything — no liveboard configuration.
Multi-Org Architecture by Design
Each entity gets row-level security isolation. Personal, business, trust, nonprofit — all clean, all separate.
Bean AI — Your Intelligence Layer
Miscoding detection, accrual identification, anomaly flagging, variance analysis, meeting prep, and strategy reports.
Bean AI is ready to automate your client experience.