Client management for advocates and CA practices
The client record is the one your practice is actually built on. QubitPilot keeps contacts, matters, documents, invoices and communication history together, so answering 'where are we with this' takes seconds.
One record, whole relationship
Open a client and see every matter you act on for them, what has been billed, what is outstanding and what is coming up. No cross-referencing three systems to answer a question on a phone call.
- All matters for a client in one view
- Contacts, addresses and GSTIN on the record
- Invoices and outstanding amounts alongside the work
Communication that stays on file
Client conversations that happen on WhatsApp usually vanish from the file. QubitPilot's WhatsApp integration brings that channel into the workspace so the conversation is part of the record rather than a personal phone.
- WhatsApp inbox inside the workspace
- Notifications when something needs your attention
- History that survives a team member leaving
Handover without archaeology
When work moves between people — a junior takes over, an associate leaves — the record is the handover. That only works if the record was being kept all along, which is the point of putting it in the same place as the work.
Frequently asked questions
- Can I limit which clients a team member sees?
- Yes. Roles carry per-module permissions, so access can be scoped rather than all-or-nothing.
- Is there a client portal?
- Clients do not need accounts. Where you want to share something specific — a draft, a document — Canvas share links cover it without giving anyone access to the workspace.
- How many clients can I add?
- Per plan, rising with the tier. See the pricing page for the current limits.
- Is there a free trial?
- Yes. New workspaces get 15 days free on any plan with full access. You authorise auto-debit up front, and the plan renews after the trial unless you cancel before it ends.
- Which plan do I need?
- Every plan includes the AI assistant, matters, clients, documents, dates and billing. WhatsApp, browser automations, bring-your-own storage and extra workspaces start at Growth; the full comparison is on the pricing page, and pricing is per firm, not per seat.
- Does QubitPilot give legal or tax advice?
- No. It is practice-management software. The assistant drafts and answers from your own documents, cites the passage it read, says so when the answer is not in your files, and nothing it produces changes your workspace without your approval. Professional judgement stays with you.
- Where is my data stored?
- QubitPilot is hosted on servers in Mumbai, India. From the Growth plan up you can connect your own Cloudflare R2 or Amazon S3 bucket, and new documents are written there. Access is by role, down to the action, and every change and every AI action is in the audit log.
Try it on your own matters
Every plan includes a 15-day free trial with full access. Set up a workspace, add a client and a matter, and see how it fits before you decide.