Work command
All matters,one view.Compliance · Tax · Litigation
Professional practice operations · vertical ERP
One operating system for high-stakes professional work.
ProAxis is an AI-assisted practice operations platform and vertical ERP for Indian professional firms. It connects compliance, tax, litigation, client operations, billing, document workflows and team delivery in one governed workspace.
AI-guided work Compliance · Tax · LitigationRules, not guesswork Expertise · Capacity · LeaveMeasured delivery Complexity · Timeliness · Quality
Built for professional review. ProAxis helps teams prepare and coordinate work; every filing, draft and professional conclusion remains subject to firm review and approval.
Firm command centre Live practice view
one view.Compliance · Tax · Litigation
Control
Due datesin context.Firm-wide reminders
Delivery flow
AssignedReviewedFiled
Protected firm workspaceRole-aware access
Designed forCompany SecretariesChartered AccountantsLegal practicesProfessional services teams
AI document support
Generate supporting drafts and document checklists for compliance, tax and litigation work—then review and refine them professionally.
Rule-based Smart Router
Queued work is assigned using configured practice area, active capacity, workload, approved leave and availability rules.
Performance intelligence
Transparent delivery measures combine completion, complexity, timeliness, cycle time and rework for manager-led review.
The platform
Every matter moves forward with clarity.
Replace disconnected trackers with a single operational layer your whole firm can understand.
01 · COMPLIANCE & SECRETARIAL
Make statutory work visible before it becomes urgent.
Bring company profiles, MCA form workflows, recurring compliance, supporting documents, review steps and due dates into one structured workspace. Teams work from the same client context instead of disconnected files and follow-ups.
MCA form guidanceCompany workspaceDocument packs & checklists
Open actions12
Due this week04
Awaiting client03
DIR-12 appointment packSupporting docs
Annual filing reviewDue-date watch
Board resolution workflowReady for review
02 · TAX & AUDIT
A tax desk that sees the filing before it becomes urgent.
Centralise GST, income-tax, audit, TDS and review work. Each item carries its client context, owner, risk, due date, and latest progress—without leaving the firm workspace.
Return & filing registerReviewer controlsTax exposure visibility
Open filings18
Due this week06
Awaiting review04
GSTR-3B · Orion Pvt LtdDue 20 Jul
TDS return · Q1Reviewer queue
Tax audit working papersIn progress
03 · LITIGATION
A connected docket for matters that cannot afford context loss.
Keep cases, parties, hearings, notices, supporting work, and drafting instructions together. ProAxis supports NCLT, NCLAT and wider legal-firm workflows with a practical case view.
Case & hearing timelineAssigned legal workDrafting context
CP/142/2026Oppression & mismanagementBefore NCLT · Chennai Bench
24JUL
Next hearing
Reply affidavit and indexed compilation
04 · FIRM DELIVERY
From assignment to completion—without blind spots.
Combine principal oversight with team-level ownership. Smart routing, capacity awareness, progress updates, reminders, billing and collections context create a clear operating rhythm for every professional matter.
Task routingGST-aware billingProgress audit trail
QUEUED08
New client instruction
INC-22 documentation
IN PROGRESS24
GST monthly return
Board meeting pack
REVIEW05
DIR-3 KYC validation
Legal reply draft
Team capacity
62% planned
Built for real practices
From incoming instruction to completed professional work.
ProAxis is designed around the way professional firms actually deliver: assigning responsibility, following statutory dates, coordinating client information, reviewing documents, recording progress, and closing work with visibility.
01
Client and matter contextKeep companies, cases, tax work, and billing relationships connected.
02
Controlled task allocationUse manual allocation when judgement matters and rule-based routing when work is ready to be routed.
03
Practical remindersBring filing, hearing, and delivery dates into a clear action queue.
04
Professional oversightGive principals a concise view of delivery, workload, and outstanding work.
AI+
Matter contextFirm reviewDraft outputAI-assisted professional work
Accelerate the first draft. Keep the professional judgement.
ProAxis uses AI to help teams turn approved matter context and user instructions into structured working drafts, supporting documents, and document checklists across MCA compliance, tax, and litigation workflows.
Human review before usePurpose-limited promptsFirm-controlled workflow
Smart work allocation is rule-based: practice area, current workload, capacity, approved leave, availability and configurable delivery rules are considered before queued work is routed.
Explore AI-enabled workflows →Operations intelligence
One workflow engine. Clear accountability at every step.
ProAxis does not treat professional work as a generic to-do list. It connects work allocation, capacity, progress, billing and performance measures to the context of each client matter.
Rule-based work allocation
Route queued work using configured practice area, staff capability, complexity points, active workload, approved leave, availability and delivery rules. Principals can still assign manually when professional judgement is required.
Capacity with context
See planned effort, open work and delivery pressure before assigning more. Critical assignments can be managed with visible overrides rather than hidden overload.
Fair performance signals
Review delivery through completed complexity points, timeliness, cycle time and rework—not task count alone. This makes demanding work visible in manager-led reviews.
Billing connected to delivery
Track GST-aware invoices, retainers, collections, receivables and non-taxable debit-note adjustments alongside the client work that created them.
MCA workflow readiness
Less portal chasing. Better prepared filings.
ProAxis organises company data, checklists, supporting documents, reminders and filing-ready work. Where officially authorised MCA integrations are available, ProAxis can support API-enabled filing workflows and reduce manual portal handling. Statutory approval and professional verification always remain essential.
Transparent AI usage
Plans that scale with your firm.
AI document-assistance allowances are applied monthly. Commercial pricing and additional usage can be tailored after a workflow review.
Focused core-compliance operations.
For growing multi-client practices.
For compliance, tax and litigation teams.
For high-volume delivery operations.
For tailored firm-wide rollouts.
Designed for responsible growth
Firm-aware access. Privacy-led workflows.
ProAxis is being developed as a multi-firm platform with workspace separation, role-aware access, controlled server-side operations, and review-focused AI workflows.
- ✓ Firm-specific workspaces
- ✓ Principal, partner, associate, and read-only roles
- ✓ Review-first AI drafting assistance
- ✓ No source-document storage required for browser-based conversion
Meet ProAxis
Professional operations,
made visible.
Explore the product environment and see how a connected practice workspace can support your firm.
Open ProAxis demo →Talk to ProAxis
See ProAxis in the context of your firm.
Tell us a little about your practice and the workflows you want to improve. We will use these details only to respond to your enquiry and arrange a relevant product walkthrough.
01 No document or sensitive personal-data upload02 Practical walkthrough based on your practice area03 Compliance, tax, litigation and delivery workflows