Services & billing
Set up professional service lines. Explore the shared sales and business-record tools before adding specialist modules.
Explore the platform →PROFESSIONAL & SOLO
Business software for legal & accounting.
Give client-facing billing and business finances a home.
INTERACTIVE FAMILY SAMPLE
YOUR SETUP BEFORE YOU CHOOSE
A client service charge
Review service lines and a client-facing document, then inspect income and expenses without assuming matter or trust-account automation.
- Make it concrete. Explore relevant products and service lines.
- Follow the record. Review a sample A4 document and its register.
- See what changes. Compare stock, purchasing and daily totals.
START WITH THE WORK YOU DO
Your day, in focus.
A suggested sequence for legal & accounting. Confirm the exact steps with your products, people and devices.
Set up professional service lines
Record customer billing
Review income and expenses
SHARED FOUNDATIONS. RELEVANT NEXT STEPS.
Tools for the business behind the work.
Customers & records
Record customer billing. Check how existing records and your catalogue fit the supported setup.
Setup & migration →Income & expenses
Review income and expenses. Look at the recorded transactions and confirm the reporting or operating modules you need.
Check module availability →Make it fit your working day.
Confirm professional recordkeeping, access and client confidentiality requirements.
Hardware, card processing and online services have separate requirements. Test a representative workflow before depending on it.
Find guides & hardware information →Check the specialist requirements.
Matter management, time tracking and regulated trust accounting are not promised by this page.
A business-type page describes fit, not a promise that every specialist system is included. Confirm the actual capability and access you need.
QUESTIONS WORTH ASKING
A clearer starting point.
How could IntelliVision fit legal & accounting?
Give client-facing billing and business finances a home. Use the shared platform for supported transactions and records, following the suggested sequence above. Check the specialist needs described on this page before replacing an existing system.
What can I start with for free?
Solo is free forever for one owner, one till and 50 active products, with unlimited local sales, basic stock and daily summaries. Manual backups and exports are included. Mini R99, Medium R299 and Large R799 per month include VAT. The owner can choose a 5-day Medium trial with no card or automatic charge. Compare the exact plan and specialist workflow before subscribing. Read the pricing and availability page.
What happens if the internet goes down?
After setup and offline files have loaded, supported local transactions can continue on that device. Card authorisation, online services and transfers between devices have their own requirements. Keep restorable backups.
What should I check before switching?
Confirm professional recordkeeping, access and client confidentiality requirements. Matter management, time tracking and regulated trust accounting are not promised by this page. Retain an export of your existing records and review supported import results before applying them.
TAKE THE NEXT STEP WITH CLARITY
See the fit. Then choose your setup.
Try the relevant family sample, or open the existing legal & accounting workspace. The sector workspace may require sign-in and is not an isolated demo.
Do not use real transactions to test a live workspace. AI assistance remains a planned direction, not an available service.
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