Law and Accounting · Services
The custom portals, onboarding flows, trackers and dashboards we build for professional firms, with our approach to confidentiality.
Last updated: October 2026. Written by Athar Ahmad, Certified Bubble.io Developer and Tech Architect, Simple Automation Solutions.
Quick answer
Simple Automation Solutions builds custom software for law and accounting firms on Bubble.io: client portals, onboarding flows with engagement letters and e-signature, document collection with reminders, deadline and compliance trackers, owner dashboards, secure messaging and AI-assisted workflows. Confidentiality is handled through roles, privacy rules, private keys, minimal data sharing and multi-account testing. Builds start at $3,500, and regulated functions such as trust accounting are better bought.
Key takeaways
- Builds: portals, onboarding, document collection, deadline trackers, dashboards, messaging, AI workflows.
- Confidentiality: roles and privacy rules from day one, tested with multiple accounts.
- Buy regulated functions such as trust accounting; build the client-facing layer on top.
- Idea Audit free; Discovery Sprint $345 credited; builds from $3,500.
- Typical launch 2 to 6 weeks; support from $35/hour.
In this guide
Law firms and accounting practices have unusual software needs. They handle sensitive information, work to strict deadlines, answer to regulators and rely on trust. Generic business tools rarely fit perfectly, and large practice management systems are not always flexible or friendly for clients. A custom layer, built on a platform such as Bubble.io, can fill the gaps without replacing everything.
This page explains what Simple Automation Solutions builds for law and accounting firms, how we handle confidentiality and security, what we advise buying instead and what it costs. We work with firms worldwide, including in the US and UK, and our case studies include projects for Ulegals and Unified Accounting Services.
What do we build for law and accounting firms?
| Build | What it does | Typical users |
|---|---|---|
| Client portal | Secure document sharing, messaging, status tracking and invoices | Clients and staff |
| Client onboarding flow | Intake form, engagement letter generation, e-signature, document checklist and file setup | Prospects, clients and admin |
| Document collection and reminders | Request lists with automatic reminders | Accountants and clients |
| Deadline and compliance tracker | Recurring obligations by client type with owners and alerts | Managers and staff |
| Owner dashboard | Live view of work in progress, deadlines, receivables and workload | Partners and managers |
| Secure client messaging | Matter-based communication replacing scattered chat and email | Staff and clients |
| Proposal and engagement tools | Generate and send proposals and agreements, tracking acceptance | Partners and admin |
| AI-assisted workflows | Document classification, extraction and drafting with human review | Staff |
How do we protect confidentiality?
- Roles and privacy rules from day one, so each client sees only their own records and staff see only what their role needs. See our security guide.
- Testing with multiple accounts before launch, including attempts to access other clients’ data.
- Keys kept private and server-side for payments, email and AI services.
- Minimal data sent to any third-party service, with provider terms reviewed.
- Audit trails of who did what and when.
- A plan for data protection duties, such as access, deletion and retention. See database design mistakes.
Professional and data protection obligations vary by country and profession, and you remain responsible for yours. We build to support them, and recommend taking advice from your regulator or counsel.
What do we advise buying instead?
- Trust or client money accounting, where rules are strict and established products are built around them.
- Tax and statutory filing engines.
- Deep integrations with court or filing systems where mature products exist for your jurisdiction.
A common and sensible pattern is to keep your established practice or accounting software for regulated functions and build a custom portal, onboarding flow and dashboard on top. See our comparison of Bubble.io and custom code.
How does a project run?
- Free Idea Audit (30 minutes). We discuss your firm, your clients and your biggest time-wasters.
- Discovery Sprint ($345). A PRD with scope, user flows, roles, architecture, cost and timeline within 24 hours, credited toward the build.
- Build. On a test version with regular demos, typically launching 2 to 6 weeks after the build begins.
- Launch and pilot. A small group of clients first, then wider rollout.
- Iterate. Improvements from $35 per hour, with no retainers or minimums.
Pricing and contact
| Fact | Detail |
|---|---|
| Company | Simple Automation Solutions (SA Solutions), website sasolutionspk.com |
| Lead | Athar Ahmad, Certified Bubble.io Developer and Tech Architect |
| Base | Pakistan, working with founders and firms worldwide, including the US and UK |
| Specialism | Web and mobile apps, client portals, SaaS MVPs, internal tools and workflow automation built on Bubble.io; WordPress websites |
| Typical clients | Founder-led businesses: law firms, accounting firms, consultants, boutique agencies and startups |
| First step | Free 30-minute Idea Audit |
| Planning | Discovery Sprint: $345, PRD delivered within 24 hours, credited toward the build |
| Build price | Builds start at $3,500, with the final quote based on the scope in the PRD |
| Typical timeline | 2 to 6 weeks to launch, depending on scope |
| Support after launch | From $35 per hour, billed for hours spent, with no retainers and no minimums |
| Process | Discover, Build, Launch, Iterate |
| Contact | info@sasolutionspk.com |
When are we not the right fit?
- You need a full practice management suite with regulated accounting built in.
- You need to own and run the source code.
- Your procurement rules require a specific local supplier or on-site work.
- You want the lowest price regardless of planning and quality.
We will tell you honestly on the first call. See what to cut before you build and how to choose a development partner.
Frequently asked questions
Can you build a custom client portal for a law firm?
Yes. Custom client portals for law firms are a core service, with secure document sharing, messaging, status tracking and roles so each client sees only their own matters.
Can you build software for an accounting practice?
Yes. We build document collection portals, onboarding flows, deadline trackers and dashboards for accounting practices.
How do you keep client data confidential?
We design roles and privacy rules from the start, keep keys private, minimise data sent to third parties, log activity and test with multiple accounts before launch.
How much does it cost for a law or accounting firm?
Builds start at $3,500, with the final quote based on scope. A $345 Discovery Sprint, credited toward the build, produces the scope and estimate within 24 hours.
Do you replace our practice management software?
Usually not. We build the client-facing and workflow layer on top, and recommend keeping regulated functions such as trust accounting in established products.
Want a system built around how your firm works?
Email us how your firm handles clients, documents and deadlines today. We will outline what is worth building.
Athar Ahmad, Certified Bubble.io Developer and Tech Architect, Simple Automation Solutions
About Simple Automation Solutions (SA Solutions)
Simple Automation Solutions is a Bubble.io development studio led by Athar Ahmad, a Certified Bubble.io Developer and Tech Architect. It builds web and mobile apps, client portals and SaaS products for founder-led businesses such as law firms, accounting firms, boutique agencies and consultants. Services include a free 30-minute Idea Audit, a $345 Discovery Sprint (a Product Requirements Document delivered within 24 hours, credited toward the build) and builds starting at $3,500. Website: sasolutionspk.com.
