Path forward

Here is how this would work in practice. No pressure points, no firm-wide mandate, off-ramps at every stage.

How we roll it out

Build

Full system built before any firm-wide announcement
Weeks 1–2

One team member starts using the system alongside the current workflow
Weeks 3–4

Feedback collected. Adjustments made. Off-ramp: if it isn't working, the project quietly stops with no obligation
Weeks 5–8

Other interested team members opt in. Parallel running continues for those who join
Weeks 9–12

Anyone who wants the system has it. Anyone who doesn't stays on the current workflow. No firm-wide mandate
Beyond

Organic adoption. The owner can pull reports at any point

Commercial terms

Months 1–3

Free

Full trial period. Cancel any time, no penalty. Switch back to your current workflow if it isn't right.

Months 4–12

£750 / month

Flat fee. Whole firm. Regardless of headcount. Maintenance, hosting, and updates included.

Total over 12 months

£6,750

After the 3-month free trial. Less than one mid-tier legal software user-seat for a year.

Context on this pricing

Established practice management software in the UK (Clio, LEAP, Actionstep) charges between £200 and £600 per user per month. For a firm of seven, that's £1,400 to £4,200 per month — £16,800 to £50,400 per year. This proposal is a fraction of that, with a system tailored exactly to how your firm works.

Why I'm proposing this

I'm proposing this for two honest reasons. First, Freshta works here and I want this firm to thrive. Second, I have already delivered systems within the logistics industry, and the legal sector is the next industry I'm expanding into. Should there be opportunities to discuss further work in future, I'd welcome that conversation.

What I need from you

• Read-only access to your contact@ and administration@ inboxes (for the email triage feature).
• Your existing templates — cover letters, legal representations, retainer agreements — as the starter library.
• Your current fee agreement standards by application type, for the payment tracker defaults.
• One team member willing to be the first user during the trial period.

If you'd like to discuss this proposal, anything in it, or any concerns:

Let's talk