Run Your Professional Firm from One Platform
Office Gate helps accounting firms, consulting firms, law firms, engineering firms, audit firms, and other professional service organizations manage clients, projects, teams, time, billing, SOPs, and business performance—all in one intelligent platform.
No credit card required · 14-day free trial
Trusted by Professional Firms
Everything Your Firm Needs
A complete operating system for professional services.
CRM & Client Management
Unified client records, contacts, and pipeline.
Proposal & Engagement Letters
Draft, send, and track engagements.
Project Management
Plan, assign, and deliver every engagement.
Task Management
Prioritize work with clarity.
Time Tracking
Capture billable and non-billable time.
Team Management
Roles, capacity, and utilization.
Billing & Invoicing
From WIP to cash, faster.
Expense Management
Track and reimburse with ease.
Document Management
Centralized, secure document vault.
SOP & Quality Management
Standardize how great work gets done.
Knowledge Base
Institutional knowledge, searchable.
AI Assistant
Your always-on firm co-pilot.
Financial Dashboard
Real-time view of firm finances.
KPI Dashboard
Track what matters, live.
Approval Workflow
Multi-level, audit-ready approvals.
Reports & Analytics
Insight for every partner and manager.
Built for Every Professional Firm
Purpose-built workflows for your industry.
Why Office Gate
One Workflow, End to End
From first touch to renewal—orchestrated in one platform.
Every Metric That Matters, in Real Time
A partner-grade dashboard your whole firm can trust.
Your AI-Powered Business Assistant
Office Gate AI works alongside your team.
Loved by Partners and Practitioners
"Office Gate gave our firm a single system for delivery, billing, and reporting. Our utilization jumped 14% in the first quarter."
"Audit engagements that used to sprawl across five tools now run end-to-end in Office Gate. The SOP module alone is worth it."
"The AI assistant drafts proposals and summarizes meetings in seconds. It's like having a senior analyst on every project."
Simple, Transparent Pricing
Choose the plan that fits your firm.
Starter
For small teams getting started.
- Up to 10 users
- CRM & Projects
- Time & Billing
- Email support
Professional
For growing professional firms.
- Unlimited users
- All Starter features
- AI Assistant
- SOP & Knowledge Base
- Advanced analytics
- Priority support
Enterprise
For multi-office firms with custom needs.
- Everything in Professional
- SSO & advanced security
- Custom workflows
- Dedicated success manager
- API & integrations
Frequently Asked Questions
See Office Gate in Action
Tell us a bit about you and we'll tailor a 30-minute walkthrough for your firm.
- No credit card required · 14-day free trial
- Join professional firms using Office Gate to simplify operations, improve profitability, and deliver exceptional client service.
Ready to Transform Your Firm?
Join professional firms using Office Gate to simplify operations, improve profitability, and deliver exceptional client service.