Professional services · San Diego
Orcatec builds custom software for professional services firms: law practices, accounting firms, consultancies and agencies in San Diego and across the US. We turn the work your team repeats every week, from intake and documents to timesheets and invoices, into tools that run with less manual effort.
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Off-the-shelf professional services software covers the basics. Custom tools, from legal software development for law firms to client portal development for accountants, fill the gaps that make your firm different.
One secure place for clients to upload files, sign documents, see project or matter status, pay invoices and message your team.
Online intake forms, conflict checks, engagement letters and e-signatures that start a new client without back-and-forth email.
Templates that fill themselves from client data: contracts, tax organizers, proposals, reports and letters.
Timesheets, rate rules, retainers, invoices and payments, synced with QuickBooks or your accounting system.
Dashboards that show workload, deadlines, budgets versus actuals and who has room for the next engagement.
Internal assistants that search your past work, summarize long documents and draft first versions for a professional to review.
Time logged late or not at all turns into lost revenue. Simple mobile and desktop time capture closes the gap.
Practice management, CRM, file storage and accounting each hold part of the record. We connect them so data is entered once.
Firms handle financial, legal and personal information. We build with role-based access, encryption and audit logs.
Clients call and email to ask for status updates. A portal with live status and notifications answers most of those questions.
Partners still format documents and chase signatures. Automation hands that work to software and keeps people on judgment calls.
Our own product handles proposals, scheduling, time tracking, invoicing, payments and QuickBooks sync for service businesses. The same building blocks power firm software.
We designed, built and still run Orcatec, a field service management platform used by home services companies to sell, schedule, dispatch, invoice and get paid, in the office and in the field.
Read the case study →Tell us which part of your firm’s workflow takes the most time. We’ll reply within one business day with ideas and next steps.
We sit with the people doing the work, map each step and pick the changes with the best return.
A clickable version of the portal or tool that partners and staff can try before development starts.
Two-week sprints, with integrations to your practice management, document storage and accounting tools.
Phased launch, short training sessions and support while your team and clients get used to the new tools.
San Diego has a deep bench of law firms, CPA practices, engineering consultancies and creative agencies, many of them small to mid-size teams without in-house developers. We fill that role. We are based in San Diego County, work in Pacific time and can meet at your office to see how work really gets done.
We also know the economics of a service business from our own product: every hour, invoice and payment matters. You own the code and data, and we stay available for changes as your firm grows.
Why build custom software instead of buying practice management software?
Can you integrate with QuickBooks and our document storage?
Is it safe to use AI with confidential client files?
Do you work with small firms in San Diego?
Can you build mobile apps for our staff and clients?
How long does a client portal take to build?
Web applications, SaaS products, internal tools and integrations built around how your business actually works.
Learn more →Workflow automation, integrations, document processing and AI automation that remove manual work from daily operations.
Learn more →AI strategy, agents, chatbots and automation built into the tools your team already uses, from first use case to production.
Learn more →Custom CRM systems and HubSpot or Salesforce customization, built around your sales, service and field operations.
Learn more →Fintech apps, client portals, payment flows and lending workflows built with security and compliance in mind from day one.
Learn more →Tell us what you want to build. We’ll reply within one business day with questions and next steps.