Run every client engagement from one file
Client intake collected by form, engagement letters and documents filed against the client, consultations booked online and fees invoiced with GST — for chartered accountants, lawyers, architects, IT consultancies and the other small practices that sell expertise.
Where it hurts
The work around the work
- The client's documents arrive across email, chat and a pen drive, and someone has to file them.
- Proposals go out and nobody can say which ones are still open.
- Retainers are billed late and the reminder is never sent.
6 apps. 1 login.
Every tool a small practice needs
Each app is purpose-built and works seamlessly with the others.
CRM
Every client and proposal on one record
- Clients, contacts and meeting notes
- Proposals on a drag-and-drop pipeline
- Tags by service line
Forms
Client intake by link
- Intake and consent forms from templates
- No account needed to fill them in
- Consent checkbox required before publish
Documents
The engagement file, per client
- Engagement letters, client documents and deliverables
- Merge, compress and convert PDFs in the browser
- Search across your files
Bookings
Consultations booked online
- Availability per partner or consultant
- Clients book without an account
- No back-and-forth over email
Invoices
Fees invoiced with GST
- Retainers and one-off fees
- GSTIN, HSN/SAC and the GST split
- Reminders and online payment
Analytics
See which engagements pay
- Revenue by client and service
- Pipeline trends
- Outstanding invoices
Where to start
Recommended for Professional Services
Apps to set up first
- Vin-G CRM: Contacts, a deal pipeline, lead capture forms and lead-ad import.
- Vin-G Invoices: GST invoices with CGST/SGST/IGST, PDF, reminders and online payment.
- Vin-G Bookings: A public booking page with services, staff availability and reminders.
- Vin-G Documents: A file library with in-browser PDF tools and AI document Q&A.
- Vin-G Forms: Drag-and-drop forms with industry templates, consent checks and share links.
Jobs it covers
- Get customers: Keep every lead and customer in one CRM, with a pipeline, lead forms and ad leads.
- Collect information: Forms from industry templates, shared by link, with consent built in.
- Store documents: Work on PDFs and files in your browser, then search and ask questions.
- Get paid: GST invoices with CGST, SGST or IGST, reminders and online payment.
Why Vin-G
Built for how small practices actually work
Intake done before the meeting
The client sends what you need through one form, with consent captured.
One file per engagement
Letters, client documents and deliverables kept against the client.
Proposals you can see
Which proposals are out, and which have gone quiet, on one pipeline.
Fees billed on time
GST invoices with reminders and an online payment link.
How a small practice runs its month
A small practice, whether chartered accountants, a law chamber, an architecture studio or an IT consultancy, is a set of client engagements. Each one starts the same way: an enquiry, a first consultation, and a pile of information the client has to send before any work can begin. An intake form shared as a link collects it once, with the consent checkbox in place, and the answers land against the client record.
The engagement then lives in its file. Letters of engagement, the documents the client sent, drafts and the final deliverable are kept against the client, so the partner and the associate open the same folder. Notes from each meeting stay on the record, and the pipeline shows which proposals are out and which have gone quiet.
Fees are where practices leak. A retainer billed late, a disbursement forgotten, a reminder never sent. Invoices go out with the GST split and an online payment link, and reports show revenue by client and service, so you can see which engagements pay for the time.
In practice
New client enquiry
The enquiry lands in the CRM; the client books a first consultation from the booking page and fills in the intake form the night before, so the meeting starts with the facts.
Engagement under way
The engagement letter, the documents the client sent and each draft sit in Documents against the client; meeting notes are on the record for the partner and the associate.
Month end
Retainer invoices go out with the GST split and a payment link; Analytics shows revenue by client and service, and which invoices are still outstanding.
Common questions
Is Vin-G a practice-management or tax-filing system?
No. Vin-G covers client records, intake forms, bookings, documents, invoices and reports. It does not file returns, keep statutory registers or record billable hours.
Can clients send their information before the first meeting?
Yes. Share an intake form as a link. The client fills it in without an account, the consent checkbox is required before the form can be published, and answers land on their record.
Where do engagement documents live?
In Documents, against the client. PDF tools (merge, compress, convert) run in your browser, and you can search across your files.
Can I invoice retainers and one-off fees with GST?
Yes. Invoices carry GSTIN, HSN/SAC and the CGST, SGST or IGST split, with reminders and an online payment link through Instamojo.
Can clients book a consultation online?
Yes. A public booking page offers the slots each partner or consultant has set as available. Clients do not need an account to book.
A note on scope: Vin-G is not a practice-management, time-billing or tax-filing system. It covers client records, intake forms, bookings, documents, GST invoices and the business numbers.