Platform
Sixty modules, one permission model, one audit trail.
Profirm is organised the way a firm thinks: what I'm doing today, who I work for, statutory work, money, how the firm runs, intelligence, and configuration.
Workspace
The day, ranked by urgency
Every person opens to one dashboard: their tasks, their week of time, their leave, approvals waiting on them, and an inbox that pulls in everything else. Firm-level widgets sit above it for partners, overdue filings, engagement progress, workload, risk flags, top clients by revenue.
Dashboard + inbox
Firm KPIs, compliance widget, workload, risk flags and a “what changed” feed.
My Tasks
Board or table, checklists, comments, maker-checker review, transfer wizard.
My Timesheet
Record time, run a live timer, submit weekly; reviewers approve or reject.
My Leave
Holiday calendar and leave-type policies, seeded per jurisdiction.
Expense approvals
Claim, approve, reimburse, or bill it straight to the client.
Notifications
In-app and email, per event type, per role.
Clients
One record per client, and per group
Client detail carries contacts, notes, KYC, health score, risk assessment, billing summary, obligations and a full activity timeline of every event involving them across the firm. Groups roll holdings, families and branches into one statement.
Clients
Registered IDs, contacts, KYC requests, health score and risk panel.
Groups
Multi-entity rollups (holdings, families, branches) with a group statement.
Engagements
Service engagements per client, with workflow, working papers and audit workbench.
Documents
Files, uploads, and client document requests with per-item dropzones.
Communications
Broadcast a compliance reminder or rate revision to a slice of the client base.
Client portal
Your clients get their own login: engagements, invoices, KYC, requests, messages.
Compliance
Every statutory obligation, staged and gated
The calendar tracks each filing through its stages, and advancement is gated on evidence. A bypass is possible with the compliance:override permission, it requires a 30-character reason and emits a HIGH-severity audit entry per event. Closing a filing generates a unique acknowledgement reference.
Compliance calendar
Filing stage, bulk transitions, inline dismissal with recorded reason.
Compliance heatmap
Year-at-a-glance across the whole client base; click a cell to jump to that month.
Compliance packs
Per-client monthly filing calendars as PDF + ICS, auto-emailed on the 28th.
Litigation
IT / GST / ITAT / High Court cases, notices, hearings, appeals.
Notice intelligence
Statutory notices parsed into summary, actions, references and a draft reply.
Digital signatures
DSC inventory, custody, usage log, renewal and expiry banners.
Billing
From WIP to GSTN JSON without a workbook
Invoice as any of your legal entities, each with its own GSTIN and number series. Retainers and milestone triggers raise drafts automatically. Then the filing artefacts come out of the same system that holds the invoices.
Invoices
Draft, issue, send, record payment, write off, refund, with payment links.
Retainers
Recurring schedules that generate a draft invoice each cycle for review.
Milestone triggers
Bill 40% when fieldwork completes, raised as a draft, never auto-sent.
Bulk billing & import
Pick clients plus a line-item template and preview; or import from CSV/Excel.
GSTR export
GSTN filing JSON plus a review CSV. Saved and re-downloadable.
Tally export
Tally-compatible XML voucher batches for invoices and payments in a window.
Dunning
Staged reminders on ageing invoices, sent from your configured sender profile.
FX rates
Stored daily rates per currency pair, applied at issue time.
Operations
How the firm actually runs
Workflow templates turn a service into a repeatable checklist. Recurring tasks spawn the monthly grind on schedule. Capacity puts scheduled hours against available hours per person, with a productivity roll-up on top.
Workflow templates
System and custom checklists per engagement type, with a preview drawer.
Recurring tasks
Schedule the repeating work once; it appears assigned and dated.
Inward / outward register
Receive, acknowledge, dispatch, with public entry verification.
Capacity
Scheduled vs available hours per user plus a firm productivity roll-up.
Exports
Every generated export (GSTR-1, Tally, peer-review packs, AI drafts) in one place.
Risk scan
Nightly scan across tasks, compliance, billing and workload raises exceptions.
Intelligence
A copilot that reads, and a briefing that writes
Ask across clients, engagements, tasks, document requests, filings, billing and risk in one question. The copilot looks up live data to answer and holds a conversation, and it only reads.
AI Copilot
Conversational, grounded in live records, read-only by design.
AI Partner Briefing
Natural-language read on overdue work, compliance, billing and workload.
Smart suggestions
Per-engagement suggestions surfaced on the engagement detail page.
Document summary
Summary, key facts, suggested tags and category, with caveats and confidence.
Admin
Configuration is the product
Roles, service catalogue, document requirements, task statuses, billing entities, branding, communications, feature flags, backups, all tenant-level. Every privileged action lands in the audit log.
Users & roles
Custom tenant roles with a privilege ceiling, plus role-change approvals.
Access simulator
See exactly what a role can open before you grant it.
Service catalogue
Reusable line items for invoices and retainers.
Document templates
Required documents at onboarding and per engagement type.
API & webhooks
Scoped keys, event subscriptions, and a replayable delivery log.
Audit logs
Tenant-wide activity record with severity, actor, and before/after detail.
Turn modules on as the firm grows into them.
Feature modules are gated per tenant: the India pack (GSTR, DSC, inward/outward registers) and litigation appear only for the practices that need them.