Software for CAs, lawyers and consulting firms
In short
Berri is a new technology company in India that builds software for chartered accountants, law firms and consultants. It can track every client deadline in one place, collect documents from clients on WhatsApp, and show which work has been done but not yet billed. Berri reviews confidentiality needs with each firm before building anything.
What breaks every day
Filing dates, hearing dates and report deadlines sit in a partner's diary, a shared sheet and several articles' heads. When someone is on leave, a date gets missed or is met at the last night.
Half the working day goes into chasing clients for documents: bank statements, invoices, signed papers. Files arrive on WhatsApp, email and pen drives, and nobody knows which version is the latest.
Time spent on a client is rarely recorded properly, so bills go out late, below the effort, or not at all. Partners find out which clients are unprofitable only at year end.
What a first version could do in two weeks
A first version could be one deadline board for the whole firm: client, task, due date, who owns it and what is still missing, with a reminder to the owner a few days ahead.
With it, a WhatsApp assistant that asks each client for the documents still pending and files what they send against the right task. A monthly view of work done and not yet billed could follow.
This is a proposal for where to begin. Your practice software and how your team works today will shape it, and we will be clear about that in week 1.
How Berri works with you
In week 1 we sit with a partner and with the people who do the daily work, see how deadlines and documents move, agree what is confidential and give you a fixed price in writing.
Usually in week 2 a first version runs on a small set of real clients. After that we run it, fix what breaks and teach your team so the board does not fall back to a diary.
Who it is not for
If you need full accounting, tax filing or case management software, buy a product made for that. Berri connects to such tools and fills the gaps around them.
If you are a solo practitioner with a few clients and a reliable calendar, you probably do not need custom software yet.
Common questions
How can a CA firm track all client compliance deadlines in one place?
Put every client, task and due date on one board, with the person responsible and what is still pending from the client. Reminders go to the owner before the date, not after. Berri can build this as a first version from the sheets your firm already keeps. You set the deadlines and rules, and the board only keeps them visible to everyone who needs them.
How do I collect documents from clients without endless follow up?
A WhatsApp assistant can send each client a list of what is still pending, accept files in reply and match them to the right task, then remind them politely if nothing arrives. Staff stop chasing by hand. Berri builds WhatsApp assistants and runs one in daily use inside a working business. Confidential files are handled in a way agreed with your firm first.
How do I know which client work has not been billed yet?
Compare work recorded as done with invoices raised for each client. A monthly report that lists completed tasks with no bill against them shows the gap. Berri can build this from your task records and accounting exports, such as Tally. It works only as well as the time and task records your team keeps, which we will look at together in week 1.
Is it safe for a law firm to use AI on client files?
It can be, with care. Client files carry confidentiality duties, so the first step is deciding what data any tool may see, where it is stored and who can open it. Berri reviews these questions with the firm before building anything, and an AI agent would do one narrow job, such as drafting a summary for a lawyer to check, never giving advice on its own.
Can Berri build a website for my consulting or CA practice?
Yes. Berri builds and hosts websites that explain your services plainly, show how to reach you and let clients book a call. For firms with professional rules on publicity, we write the content with you so it stays within what your professional body allows. You own the site and its content.
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