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.
Core SOFE handles your daily priorities, capture, routines, and AI agents. Add Deliver for full client and project management.
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.
Log hours per client or project. See unbilled time at a glance. Generate and send invoices from tracked work.
Shared spaces where clients see progress, deliverables, and invoices — professional and transparent.
Core SOFE includes daily priorities, capture, routines, and AI agents. Add Deliver ($99 one-time) for full client management, project tracking, time tracking, invoicing, and client workspaces.
Clients, projects, and your day — in one system you own forever. No subscription lock-in, no per-seat fees.
Start running your practice on SOFE
$4.99/mo hosting included for first 3 months. Switch to lifetime anytime.
Commit to your practice tool
Save over 30% vs monthly
$4.99/mo hosting included for first 3 months. Renews annually.
Own your practice OS forever
One-time payment. Early access pricing.
$4.99/mo hosting after 3 months. Self-host anytime.
All plans lead to ownership. Every dollar you pay goes toward your $499 lifetime license. How it works →
Client workspaces, invoicing, time tracking, and delivery management — for anyone doing work for others.
Great for solo providers like coaches, consultants, fractional executives, attorneys, accountants, and freelancers.
By purchasing, you agree to the SOFE License and Terms of Service.
Because you're renting tools you'll never own. Clio and Notion can raise prices, change terms, or sunset features anytime — and your practice depends on them. SOFE is one system you buy outright: no per-seat fees, no renewal risk, and your data lives in your instance. Most professionals find they were paying $80–$150/month across tools that SOFE replaces for a one-time $199.
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.
Core SOFE handles your daily workflow, client contacts, project tracking, and priorities — the system you run your day on. Deliver adds client-facing workspaces, invoicing, time tracking, and delivery management. Most professionals start with core and add Deliver when they're ready to formalize client billing. It's a $99 one-time add-on, not a separate subscription.
SOFE is the coordination layer — it replaces Notion, Clio's task side, ClickUp, and your calendar app. It is not a specialized court-filing tool, a tax preparation system, or an accounting ledger. If your practice needs those, they sit alongside SOFE. What we replace is the overhead of keeping everything synchronized across 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 $80/month for tools that did half of what SOFE does. One payment and I'm done. That's ownership.”