The operating system for independent professionals. Clients, projects, billing, and your daily workflow — in one system you own forever. No subscription lock-in.
Good morning! Sarah Martinez’s consultation is at 2pm. She was referred by David Park. Want me to pull her intake form?
Yes, and block 30 min after for notes
Done! I’ve blocked 2:30–3:00 for consultation notes and pulled Sarah’s intake form to your session prep.
Also remind me to send Harrington Group the draft Thursday evening
Reminder set for Thursday 5pm: Send Harrington Group tax filing draft.
Tell us how you practice. We make SOFE feel like yours.
A short guided setup — your practice areas, client types, how you bill, and what “on track” looks like for your week. No calls required.
Clients, projects, billing preferences, and workflows — set up and ready. No blank slate, no learning curve.
SOFE synthesizes what matters today. Client deadlines, follow-ups, unbilled time — all in one view. You own the system. No lock-in.
Client work, project tracking, financials, invoicing, and your daily workflow — all included. No add-ons.
Client deadlines, meetings, and follow-ups — synthesized into today's view so you know exactly where to focus.
Research, draft communications, prep for client meetings. Your model (Claude, ChatGPT, Gemini), your key — no markup.
Client notes, meeting prep, ideas — captured in seconds and placed in the right context automatically.
Weekly reviews, monthly closings, quarterly planning — systematized so they actually happen, without constant effort.
Track engagements, communications, and full history per client.
Scope, milestones, deliverables, and status — per engagement, always current. See profitability and utilization across all your clients at a glance.
Log hours per client or project. See unbilled time at a glance. Generate and send invoices from tracked work.
Track income, expenses, and transactions. Built-in financial tools replace QuickBooks.
Shared spaces where clients see progress, deliverables, and invoices — professional and transparent.
Create professional proposals with AI assistance. Track views, automate follow-ups, and close faster.
Templated contracts with e-signature integration. Store, track, and renew agreements seamlessly.
From lead to payment — one system. Win the work with smart proposals and contracts. Deliver in dedicated client workspaces. Track time and generate invoices automatically. Get paid faster. No add-ons, no modules — one license covers your entire practice.
Run every engagement from your dashboard while clients get a polished, professional workspace
Digital Transformation Initiative
Clients, projects, financials, and your daily workflow — all included. Replaces Clio + QuickBooks.
Start running your practice on SOFE
All payments credit toward lifetime.
The fastest path to lifetime
Save 32% vs monthly
$399 credited toward lifetime each year. Own in ~2 years.
One payment. Yours forever.
Early access pricing. Future price $799.
Need more storage or AI? Pay-as-you-go at cost.
Every plan leads to ownership. Every dollar credits toward your lifetime license. How it works →
By purchasing, you agree to the SOFE License and Terms of Service.
Because you're renting tools you'll never own. Clio and QuickBooks can raise prices, change terms, or sunset features anytime — and your practice depends on them. SOFE Business is one system you buy outright: no per-seat fees, no renewal risk, and your data lives in your instance. Most professionals are paying $80–$150/month across Clio + QuickBooks + Notion. SOFE Business replaces all of them for $499 one-time.
Client data lives in your instance, hosted separately from other users. You control where it's hosted — our infrastructure or your own server. SOFE's Trust Layer governs our data policies: portability, encryption at rest and in transit, and your unconditional right to export everything. We don't mine, sell, or train on your data.
Everything is included. Client management, project tracking, time tracking, invoicing, bookkeeping, and client workspaces are all part of SOFE Business. No add-ons, no modules, no surprises. One license covers your entire practice.
SOFE replaces Clio, QuickBooks, Notion, ClickUp, and your calendar app. It is not a specialized court-filing tool or tax preparation system. If your practice needs those, they sit alongside SOFE. What we replace is the overhead of paying for and synchronizing too many apps.
“I moved my entire practice off of Clio and into SOFE. Simpler, cheaper, and I actually own it.”
“The client workspace feature alone is worth it. My clients know exactly where we stand on every engagement.”
“I was paying $120/month for Clio plus QuickBooks. SOFE Business replaced both for one payment. That's ownership.”