SpringFire for professional services
Spend less time coordinating the engagement. More time delivering it.
Bring enquiries, appointments, intake, engagement documents and recurring billing together. Give clients a clearer next step and your team a connected record of the work.
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Structured intake
Multi-step intake forms with document uploads land on the client record after review.
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Signed engagement documents
Draft engagement letters on your letterhead or upload your own, and get them signed on any device.
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Fewer manual retainer tasks
Fixed-fee plans collect by card or tracked transfer; one-off work is invoiced with a pay link.
Who this covers
Accountants & bookkeepers
Engagement letters signed, documents collected, fixed-fee plans billed and tax-time enquiries followed up.
Migration agents
Multi-step intake with document uploads, consults with a meeting link, and practitioner registration tracked as a requirement.
Recruitment agencies
Workers' checks and tickets tracked, placements rostered and clients invoiced from approved hours.
Property managers
Inspections and maintenance scheduled, checklists completed on site, and owners and tenants recorded as contacts.
How the work flows
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Enquiry and consult
An enquiry books a real consult time; online consults carry a meeting link.
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Reviewed agreement
Draft the engagement letter or upload your own, and send it for signing.
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Intake and documents
The client completes intake with uploads; you review it onto their record.
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Billing and follow-up
Recurring plans bill themselves; one-off work is invoiced from the record.
Wherever your business is today
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Starting out
Professional client onboarding from the first engagement.
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Growing
Reliable handovers and recurring work across the team.
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Established
Permissions, shared procedures and oversight of every engagement.
Where to start
- Documents & e-signing Draft agreements on your letterhead, get existing PDFs signed, and share current policies. See Documents & e-signing
- Forms & Flows Intake forms, consent and step-by-step procedures, completed on any device and reviewed before records change. See Forms & Flows
- Quotes, Invoicing & Payments Quotes accepted online, invoices from recorded work, card payments, recurring plans and participant funding. See Quotes, Invoicing & Payments
Getting started
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Show us how you work
Tell us what takes time today and what you want to improve.
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Set up the essentials
Agree the services, roles, records and workflows your team needs first. We set it up with you and import staff and client lists from a spreadsheet, at no extra cost.
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Try it with your team
Explore your configured 14-day trial and decide whether it fits. No card is needed to start the trial we set up for you.
From $50 + GST a month for one user, or $199 + GST for your whole team, up to 100 users when you join by 31 December 2026. Core tools are in every plan, with unlimited clients and no commission on your payments. The AI receptionist, SMS and card processing cost extra.
See pricingPractical questions
Is SpringFire a practice-management or tax system?
No. SpringFire doesn't lodge tax returns, visa applications or other filings, and isn't a ledger or tax system. It runs intake, engagement, appointments and billing around your specialist software.
Can we hold client money?
No. SpringFire invoices and takes card payment; it doesn't provide trust accounting.
Does it post jobs to job boards?
No. Recruitment teams use it for worker records, checks, rostering and invoicing.
Is there full case management?
Workflows and records cover repeatable steps, but SpringFire isn't a specialist case-management system for your profession.
Bring your current setup. We'll walk through how it could work.
Bring the part of your business you would most like to simplify. In a 30-minute walkthrough we'll show how SpringFire could help and what getting started would involve.