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From cluttered
to clean.

One platform, built around exactly how your firm works — in place of the twelve tools and the email that glues them together. For accounting, insurance, contracting and consulting firms. Fixed price. You own it.

Book a free 30-minute call See a working platform
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Click into a real one first.

Four working platforms, one per industry, filled with sample data. See the craft before you read another word.

LedgerlyAccounting & CPACoverlyInsurance agenciesCrewFlowContractors & tradesCounselCoreLaw & consulting
One platform

Everything your firm runs on, in one place.

Client intake, documents, scheduling, billing, follow-ups, reporting — the pieces you currently spread across a CRM, a drive, a spreadsheet and your inbox come together into a single system your whole team works from.

Shaped to you

Built around how you actually work.

Not a template you adapt to. We map your real workflow on the first call and build the platform to match it — your stages, your language, your client experience.

  • Your process, not a vendor's
  • Your clients see a portal with your name on it
  • Changes when your firm changes
AI at the core

The repetitive work does itself.

Intake, document chasing, status updates, reconciliation, the same email written forty times a week — handled by an assistant built into the platform. Clients automate up to around three-quarters of that manual work.

You own it

Delivered with the keys.

One fixed price, approved before we build. When it's done, the platform is yours — the code, the data, the whole system. Stay on the partnership for improvements, or don't. It's yours either way.

Built for accountants, agencies, contractors and counsel — the firms everyone else depends on.

Click into one before we ever talk.

Four working examples, live right now with sample data — one per industry we build for. Yours is built from scratch around your firm. These are proof of the craft, not products off a shelf.

LedgerlyAccounting & CPA firmsOpen the live demo →
CoverlyInsurance agenciesOpen the live demo →
CrewFlowContractors & tradesOpen the live demo →
CounselCoreLaw & consulting firmsOpen the live demo →

Every demo includes an AI assistant, an automation map showing how your existing apps flow into Forge, and full mobile layouts. All data shown is sample data.

What goes into a Forge platform.

Every build is different, but these are the parts an accounting, insurance, contracting or consulting firm almost always needs — and almost never has in one place.

Client intake

Forms, onboarding and document collection that run themselves — so a new client is set up before anyone on your team touches a keyboard.

Pipelines and queues

Matters, policies, jobs or engagements move through the stages you actually use, with the next action always visible.

An AI assistant that knows your firm

Drafts the follow-ups, answers “where are we on this,” summarises the file, and chases what's overdue — inside the platform, not in a separate tab.

A client portal with your name on it

Files, messages, scheduling and status, in a place your clients will actually use — because it was built for them, not bolted on.

The automation map

Your existing tools — email, calendar, accounting software, e-signature — flow into Forge and out again. You keep what works; the platform does the gluing.

Dashboards owners actually read

Revenue, capacity, what's stuck and what's due, on one screen. Built for the partner, not the auditor.

Industry-specific tools

Estimate builders and timesheets for contractors, ledgers and tax-season queues for accountants, renewals for agencies, billable time for firms.

Delivered in weeks, not quarters

AI at the core of the build means a platform ships in a fraction of the time — and the cost — of an in-house team or a traditional agency.

How many hours is your firm re-typing?

Drag the sliders. It's only arithmetic on your own numbers — but most owners haven't done it, and it's usually the moment the call gets booked.

1,152hours a year on work a platform could do
29full working weeks — every year

Hours × people × 48 working weeks. The discovery call maps how much of this your firm could actually hand off.

The Forge team
Founder-ledOn every call, directing every build — no account managers, no hand-offs.
Four specialtiesAccounting & CPA · Insurance · Contractors & trades · Law & consulting.
AI at the coreBuilt with AI in the process, so platforms ship in weeks and cost a fraction of an in-house team.

Built like a studio.

Forge builds one platform per firm. Client records, documents, scheduling, billing and reporting in a single place — shaped around the way a firm already works, not around a template.

Every engagement is founder-led and quoted at a fixed price before the build starts. AI sits at the core of how the work is designed and delivered, so a platform ships in weeks rather than quarters — and the firm owns it outright.

The studio should feel like a craftsman's workshop, not a software vendor's showroom.

From first call to a platform you own.

Four steps. One fixed quote. No surprises after we start.

1

Discovery call

Free 30 min · audio only

We map how your firm actually runs and where the hours leak. No pitch. You leave with a plan whether or not you work with us.

2

Strategy session

$2,500 credited to your build

A deep scoping session that ends in one fixed quote. The full amount is credited toward your build deposit — build, and it's effectively free.

3

The build

Fixed approved before we start

We build your custom platform to the quote. When it's delivered, it's yours — the code, the data, the keys.

4

The Forge Partnership

Monthly cancel anytime

Ongoing improvements, new automations, monitoring and priority support as your firm grows and changes.

Thirty minutes.
Your firm, mapped.

A free, audio-only discovery call. No slides, no pitch. Here's exactly what happens:

  • We walk through how work moves through your firm today
  • We find the three biggest time leaks
  • You leave with a written plan — whether or not you build with us
Book the free callOr email hello@forgesoftware.co