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Client intake portals
Branded intake links, secure PIN flows, matter setup, and structured questions that replace scattered email chains.
AI-assisted custom software
Practical apps for professional services firms.
Praxpoint builds custom, white-label software that helps law firms, insurance teams, CPAs, consultants, and other professional services firms collect information, organize work, and deliver a cleaner client experience.
White-labeled to your firm
Hosted on your domain
Built around your workflow
White-label workflow preview
New client intake
Firm-branded workflow · organized summary · next steps
Client-facingSimple forms that ask the right questions without overwhelming the client.
Staff-facingClean dashboards, checklists, notes, and workflow status in one place.
✓ Branded intake link and PIN
✓ Automated matter summary
✓ Follow-up checklist and activity history
✓ Configured for the firm’s own process
What Praxpoint builds
Custom tools that remove friction from professional work.
The best internal software is usually not flashy. It asks better questions, keeps work organized, creates repeatable steps, and gives the firm a cleaner way to serve clients.
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Workflow dashboards
Matter lists, statuses, next-step cards, checklists, internal notes, and activity history for teams that need visibility.
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White-label client tools
Custom applications that look like your firm’s product, live on your domain, and support your own service process.
AI helps us build faster. Judgment keeps it useful.
Praxpoint uses AI-assisted development to move quickly, but the goal is not generic AI features. The goal is focused software that makes the professional services workflow easier for staff and clearer for clients.
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Map the actual workflow
We start with how your team collects information, follows up, reviews work, and delivers the service.
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Build a focused V1
We create the smallest useful system: branded intake, dashboard, checklist, summary, email drafts, or whatever solves the core friction.
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Customize it for the firm
Logo, domain, language, workflow, sample data, forms, and output can be tailored to the firm or service line.
Sample applications
Two examples of what this can look like.
These are focused, professional-service applications built around a specific workflow rather than a generic software platform.
CREClosing
A white-label commercial real estate intake app for law firms. Staff create a matter, send the buyer a branded intake link, and receive an attorney-ready review with checklist, entity review, notes, and activity history.
- Firm-branded buyer intake with PIN access
- Commercial real estate matter dashboard
- Entity, authority, checklist, and follow-up review
CRECoverage
A commercial real estate insurance intake and organization concept that helps property owners gather policy, lender, tenant, association, and risk details before engaging an agent or partner agency.
- Structured coverage-readiness intake
- Cleaner handoff to agents and professional partners
- Built to reduce back-and-forth for CRE owners
White-labeled and custom
Your workflow. Your domain. Your client experience.
Praxpoint can build applications that feel like an extension of the professional firm, not a third-party portal. The software can be hosted on a firm domain or subdomain, branded with the firm’s logo, and customized around the firm’s language, checklist, intake, and follow-up process.
✓
Firm-branded experience
Use the firm’s logo, colors, wording, intake questions, and client-facing style.
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Hosted where it belongs
Deploy on a custom domain or subdomain such as intake.yourfirm.com or demo.praxpoint.com.
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Focused V1 builds
Start with the workflow that matters most, then improve based on real staff and client use.
Have a workflow that still lives in email?
Praxpoint can help turn it into a focused, branded application that makes intake, organization, follow-up, and delivery easier.