IDup gives law firms and financial service providers one secure platform for mandates, documents, time, billing and communication — with the confidentiality and audit trail the work demands.
Professional services live and die by two things: billable time captured accurately, and documents that can be produced instantly and proved to be authentic. Both are usually managed with tools that were never designed for either — a spreadsheet for hours, a folder structure for files, a mailbox as an archive, and an accounting package that learns about the work weeks later.
IDup brings them together. Time is logged against mandate and client as you work, expenses are captured at the moment they occur, and any period becomes an itemised invoice in one click. Every document sits in an encrypted archive with per-role permissions, version history and a complete access log — on secure servers worldwide, under GDPR.
Clients, mandates, documents, time, billing and communication in one platform instead of four systems that each know part of the matter.
One record per client and mandate means anyone entitled to work on it sees the full picture — and anyone who is not, sees nothing.
Active mandates, unbilled time, open invoices and deadlines on one screen.
Work from the office, from court or from a client’s premises, on any device.
Incoming post, invoices and receipts are read, classified and filed to the right mandate automatically, with the original document attached.
Ask IDup AI to find a document, summarise a mandate’s status or list unbilled time — in plain language, within your own permissions.
Documents read, classified and filed automatically, with exceptions flagged.
Deadline alerts, payment reminders and recurring billing run themselves.
A mandate produces tracked time and expenses, which produce an itemised invoice, which produces a booked payment — with every step referenced to the same client record.
Nothing is retyped between systems, which removes the most common source of billing errors and of the awkward corrections that follow them.
Encrypted on secure servers worldwide, with granular permissions and a complete access log.
From a sole practitioner to a firm with several partners and support staff.
Log time against client and mandate as you work, from desktop or phone, so billable hours are recorded at the moment they happen rather than reconstructed on Friday.
Encrypted storage with per-role permissions, version history and an access log for every file — full-text searchable, including scanned documents.
Turn any period into a clear, itemised invoice with online payment, then let automatic reminders handle the follow-up on your terms.
Dates extracted from documents and mandates are tracked and shown in advance, so a period never expires because it lived only in one person’s calendar.
IDup automates the routine — filing, time-to-invoice, reminders, document intake — so senior time goes into the work clients are paying for.
In professional services, overhead is measured in unbillable hours from your most expensive people. It is also the least visible cost, because it never appears on an invoice.
Removing it raises realised revenue without raising a single rate — and it does so mostly by capturing work that was already done but never charged.
Mandates, unbilled time, open invoices, deadlines and documents — clearly in one place, on desktop and mobile.
You see which mandates are consuming more time than expected, which invoices are outstanding and which deadlines are approaching, without asking anyone for a status report.
Every figure links to the time entries, expenses and documents behind it, so a client query about a bill is answered with a record rather than a recollection.
In legal and financial work, “secure” is not a feature claim — it is an obligation you may one day have to demonstrate. Who accessed this file? When? Was it changed? Who authorised that?
A shared drive cannot answer those questions, and a mailbox certainly cannot. Yet that is where a large share of confidential professional documents actually lives.
IDup answers them by design. Documents are encrypted in transit and at rest on secure servers worldwide, reachable only through per-role permissions, kept with full version history, and every view, change, download and deletion is logged. Confidentiality stops depending on discipline and starts being a property of the system.
You don’t pay extra for the rest of the platform. The same login gives you accounting with AI receipt capture, invoicing and online payments, tax filing, annual statements and financial reports, a full CRM with leads, estimates and contracts, projects, tickets, a client portal, employee and payroll management, permissions and multi-tenant workspaces.
It also gives you the modern layer most firm software doesn’t have: IDup AI as an assistant, an AI chatbot for your website, automated workflows, a social media agent, marketing campaigns and a shared inbox for WhatsApp, SMS, email and social conversations.
So client intake, mandate work, billing and the firm’s own accounts run on one login — in 27 languages, in 20 currencies, GDPR-compliant, on secure servers worldwide, on desktop and in the mobile app.
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