How a professional services firm runs on Saahak
A consulting, accounting or HR firm where the client list IS the business: recurring compliance work with hard dates, referral-driven growth, documents everywhere, and billing that trails the work by weeks because nobody enjoys raising invoices.
The arithmetic worth doing once
An illustration in round numbers. Professional firms leak less at the top of the funnel and more at the bottom: work delivered, never billed; deadlines remembered in one partner's head.
An illustration, not a customer’s results. Redo every number with your own.
- 30 referral enquiries a quarterreferrals convert well -- if called back
- 20 scoping conversationssame-week response keeps a referral warm
- 12 proposalsscope written down beats scope remembered
- 7 engagements signedone in four enquiries becomes a client
- recurring work compoundsthe real revenue is retention, not acquisition
At these ratios acquisition is the easy part -- one client per four enquiries. The expensive failures are the other two: a missed statutory deadline (which costs the client money and you the client), and delivered work that takes six weeks to become an invoice. Both are list problems, and lists are what software is for.
How the day actually runs
The client record carries what a firm actually needs
GSTIN, PAN and registration numbers validated at entry -- entity-aware, so a company's CIN and an LLP's LLPIN are different fields, and a wrong-state pincode gets flagged before it propagates into invoices.
Deadlines live in one calendar, not one head
Filing dates and renewals per client, visible across the firm, with the overdue and due-soon list on the dashboard. Who is handling it is on the record, not in the corridor.
Each mandate is an engagement
Retainer or one-time, with stages, the tasks under it, the documents attached to it, and the payments against it. A partner sees every live mandate and its state in one list.
Documents are generated, not reassembled
Letterheaded PDFs from templates with merge fields -- client name, engagement fee, your GSTIN -- with an approval step before anything goes out under the firm's name.
Billing follows the work automatically
Engagement done, GST invoice raised from it, payment recorded, receivable aged if it slips. The daily digest tells the partners what moved and what is owed.
Launcher's Desk, an HR consulting firm in Bangalore, ran a desk of 6-10 recruiters on spreadsheets and WhatsApp -- candidate lists in Sheets, follow-ups buried in chat threads, and the day's calling decided by whoever remembered whom. In August 2026 they moved the calling day onto Saahak's queue.
“Ten recruiters were running the day out of spreadsheets and WhatsApp. Now everyone opens the same queue in the morning, and I can see what actually happened by evening.”
-- Founder, Launcher's Desk, Bengaluru
We will publish what their numbers say after 90 days -- good or bad.
Where Saahak is the wrong tool for this business
Read this before the trial, not during it. Every line below is deliberate scope, not a roadmap gap we are about to close.
No statutory filing and no compliance guarantee
Deadlines tracks dates; it does not file returns, generate challans or talk to any government portal. The filing is still your professional work -- Saahak makes sure it is never forgotten, not that it is done.
The ledger is bookkeeping, not an audit tool
Double-entry books with bank lines you paste in for reconciliation. It is not audit software and carries no certification -- your working-paper tools stay.
No practice-management billing rates by partner
Timesheets carry per-engagement rates. There is no partner/associate rate-card matrix or WIP valuation the way large-practice suites do it.
Everything else on this page is built and running today.
The modules this business turns on
8 modules, one of them free forever -- you choose which, so the team pays the ladder price of 7. That is ₹1,509/month for the whole team, whether 6 people use it or fifty. Prices exclude GST at 18%.
Why the price is per team, not per seat- Deadlinesfree forever
- Clients
- Leads
- Engagements
- Documents
- Invoices
- Payments
- Reports
Any module can be the free one; the first above is simply a sensible pick for this business. Figures derive from the live price list.
Asked before the trial
Does Saahak file GST returns or MCA forms?
No. It tracks the deadlines, holds the documents and raises your GST invoices with the correct split -- the filing itself happens in your filing tools. We deliberately make no compliance guarantees.
Can it validate client GSTINs and PANs?
It validates the format at entry -- GSTIN, PAN, CIN or LLPIN depending on entity type, and pincode-to-state consistency -- so typos are caught before they reach an invoice. It does not verify against government databases.
How is a retainer client different from a one-time mandate?
Both are engagements. A retainer pairs with a recurring invoice that raises itself on schedule; a one-time mandate bills once from the engagement when the work completes.
Not your business? See how Saahak runs for real estate brokers, manufacturers & traders, services & agencies, coaching & education and loan & financial services.
Run the trial against your own funnel
14-day trial, no card. One module stays free after.