Systems we’ve built
for professional firms.
For firms that serve many clients every month: collecting documents, billing retainers, keeping every client’s deadlines and answering staff questions.
- 1A reminder lists only what’s missing
- 2The client uploads from the phone
- 3AI reads and names every file
- 4One tap to send
- 5The month is ready to close
Sounds like your business?
“Every month we chase the same clients for the same bank statements.”
Client document portal →“Receipts come in on WhatsApp, by email and in a plastic bag.”
Client document portal →“A deadline only gets noticed when someone remembers it.”
Deadline and job tracking →“Retainer invoices go out late, and nobody likes chasing them.”
Monthly billing and collections →What we’ve built for professional firms.
Four real projects, each for a different firm. Start with one part, and add the next when you’re ready.
Client document portal
About 280 clients each get one page that shows exactly what is still missing this month. They upload from the phone, AI sorts every file, and reminders go out on their own.
- Works with
- WhatsApp, Google Workspace
- First version
- 4–5 weeks
- Project size
- Business system, from RM 15k
Two more documents, and we can close your month.
And 3 more received: fixed deposit, hire purchase and e-wallet statements.
Thanks for the invoices. Only the bank statement and petty cash left, then we’ll send your September report.
SST return · 30 Nov
EA forms · 28 Feb 2027
RM 4,860.00
Terataisari Foods Sdn Bhd · due Fri 13 Nov
Monthly billing and collections
For about 120 retainer clients, each retainer, per-staff fee and one-off job becomes an invoice on the last working day, with e-invoices sent to MyInvois. Reminders follow until each one is paid.
- First version
- 4–5 weeks
- Project size
- Business system, from RM 15k
This week
14 jobs due · 4 at risk
Deadline and job tracking
About 450 companies’ annual returns, accounts, tax estimates, tax returns and SST returns, worked out from each company’s own dates. Each one becomes a job with a stage, an owner and a warning before it’s late.
- First version
- 4–5 weeks
- Project size
- Business system, from RM 15k
Ask
Answers from the firm’s SOPs
Internal knowledge assistant
Clerks and lawyers ask how the firm handles a sub-sale or opens a file, and get the answer from the firm’s own SOPs, with the page it came from. When the answer isn’t there, it asks a partner.
- First version
- 3–4 weeks
- Project size
- Focused, from RM 5k
Seen one like yours? Get a fixed quote for something similar →
Real projects. The businesses aren’t named, and names and figures on the screens are changed.
Microsoft 365
Using something else? Ask us. We’ll tell you honestly whether it can connect. See every system we work with →
What a system for professional firms costs.
It depends on how many parts you need and which systems it connects to. Every project fits one of three sizes.
Every feature has a fixed price, agreed before we start. Your first 3 months of hosting and care are included. How we price a project
Start with the part that takes the most time.
Questions from professional firms.
How much does a system for a professional firm cost?
One part, such as an assistant for your SOPs, starts from RM 5k. Several parts, such as billing with online payment and reminders, start from RM 15k. Documents, deadlines and billing working together across offices start from RM 50k. Every feature has a fixed price, agreed before we start.
Do our clients need to install anything?
No. Clients open their own link in any browser and sign in with a one-time code sent to their phone or email. There is no password to remember.
Can AI answer our staff’s questions safely?
Yes, from the documents you choose. It shows the source for every answer, and when the answer isn’t in your documents, it says so and asks a person.
Another question? 
Ask on WhatsAppWe reply within one working day.
Tell us how you work today.
We’ll show you what we’d build first and what it costs. Free, no obligation.
- 1
Send us a message
Pick what sounds familiar and a time. We reply within one working day.
- 2
A free 30-minute call
On WhatsApp or Google Meet. We look at how you work today.
- 3
A fixed price for every feature
Your written quote within 3 working days of the call.
Send on WhatsApp Or email sales@belcort.com · We reply within one working day.