For professional practices
A practice that runs like it has an office manager.
Small practices carry the paperwork obligations of large ones without the staff. IniDeck handles intake, recurring billing and record-keeping so the practice does not run on evenings.
The part nobody warned you about
Three things that cost more than they look like they do.
Intake takes longer than the advice
Details, documents, engagement terms, the file. A new client can absorb half a day before any billable work begins.
Recurring fees that go out late
Monthly and quarterly fees depend on someone remembering. When it slips, so does the cash flow, and the client notices the inconsistency.
Records that only exist in your head
What was advised, when, and on what basis is spread across email, notes and memory — until the one time you need it in one place.
What it actually does for you
Take on a client without the half-day
Intake, engagement terms, the file and the first invoice prepared from the moment they agree to proceed.
Bill on the cycle without remembering
Monthly, quarterly and annual fees go out on schedule, with adjustments included rather than forgotten.
Keep a defensible record
Every document, message and approval sits against the client with a timestamp, in a form you can produce later.
Give clients a place to send things
A private portal for documents and approvals, so you are not chasing attachments through email.
What it replaces
Typically $150–$300 a month, most of it for features a small practice never opens.
- A practice management subscription
- Separate engagement and e-signature tools
- An invoicing package
- A document request tool
- Email as a filing system
You don't have to drop any of it on day one. Connect what you already run and keep it. Most people let subscriptions lapse gradually, as they notice they have stopped opening them.
Why you can trust it with an invoice
The AI never touches your money.
It works out what you want. Then it hands a fixed set of instructions to separate software that can't improvise, can't guess and can't invent a number. That separation is the whole design.
It asks before anything it can't undo
Sending an invoice, replying to a client, changing a price. You approve, it acts.
Your data never trains public AI models
Client names and figures are stripped out before anything leaves your workspace.
Every action is written down
A permanent record of what was done, when, and exactly what you approved.
Questions people in your trade ask
Is this suitable for regulated advice?
IniDeck handles the operational side — intake, communication, billing and records. It does not provide advice, make regulated determinations, or replace the compliance obligations specific to your profession.
Can clients upload documents securely?
Yes, through their private portal without creating an account.
How long are records kept?
For as long as you keep the workspace, and you can export them at any time.
Stop doing the admin.
About ten minutes to set up. It starts working the same day.