ERP for law firms and service businesses: quotes, contracts, deadlines, time tracking, e-invoicing and DATEV export in one system.
Details
The ERP for law firms and service businesses
DeskGenie is ERP and office software made in Germany for businesses that sell services, not goods – from quote to DATEV export in one system. Every step passes its data on to the next: the quote becomes the order, the contract becomes the billing run, and the incoming payment becomes the posting batch for your tax advisor.
Who it is for
Service businesses with 5 to 200 employees in the DACH region – especially law firms, engineering and planning offices, IT service providers, agencies and consultancies that currently work with Excel, Outlook, an invoicing tool and folders.
Features
- CRM & contacts – organizations, contacts and full history, Microsoft 365 emails linked to the case
- Deals & pipelines – custom stages and mandatory fields, customer forms as micropages
- Quotes & orders – one flow through to partial and final invoices
- Contract management – terms, notice periods, recurring billing by flat fee, hour quota, time or usage
- Deadline management – owners, reminders and escalation
- Time tracking & projects – time per matter, project or ticket, boards with status templates
- E-invoicing – send ZUGFeRD (EN 16931) and XRechnung 3.0, receive ZUGFeRD and XRechnung
- AI-assisted supplier invoices – documents captured and assigned automatically
- Bank reconciliation & dunning – import statements, match payments, send reminders
- DATEV export – posting batches with receivables and payables, SKR03 and SKR04
- HR & documents – edit with Collabora Online, sign with DocuSign
Operations & security
- Dedicated database per customer, hosted in the EU
- Two-factor authentication, roles and permissions
- Customer portal: your clients log in and actively work on their matters
- Integrations: Microsoft 365, DocuSign, Collabora Online, REST API and webhooks
- On request as an isolated instance in your own data center
- Developed by BitKollegen GmbH in Hanover, Germany, certified to ISO 27001 and ISO 9001
Pricing
All modules included in every plan: Solo €99 per month (1 user), Business €59 per user per month (2+ users), Enterprise €89 per user per month (5+ users, with white label and custom domain). All prices net, plus VAT.
Start a demo and learn more: deskgenie.app
Highlights
- From offer to DATEV export: Every process passes on its data - no double entry between Excel, Outlook and invoice tool.
- E-invoicing and DATEV included: send and receive ZUGFeRD and XRechnung, posting batches for SKR03 and SKR04 in one click.
- Own database per customer, hosting in the EU, all modules in every tariff – developed by BitKollegen GmbH in Hannover.
Categories
Customer relationship management
Enterprise Resource Planning
Support
From contract to DATEV export in six steps
How to bill recurring services with DeskGenie – from logging work to the posting batch for your tax advisor.
FAQ
Pricing models
Tariff
Solo
Description
For single practices, freelancers and individual businesses. Flat rate for one user, all modules without restriction, own database and file storage, operated in the EU. Response time support: next working day.
Payment options
99,00 € / Month
Net, plus VAT, invoiced monthly or annually. Test access after demo.
Tariff
Business
Description
For law firms and service providers with two or more users. All modules without restriction, any number of users, roles with rights per module, shared files, deadlines and documents. Response time support: under 8 hours (Mon-Fri).
Payment options
59,00 € / Month
Per user and month, net plus VAT, invoiced monthly or annually. Test access after demo.
Tariff
Enterprise
Description
For law firms and service providers with five or more users, with their own presence. Everything from Business, plus White-Label with its own logo and Favicon, its own domain, and prioritized support. Response time: under 4 hours (Mon-Fri).
Payment options
89,00 € / Month
Per user and month, net plus VAT, billed monthly or annually. Test access after demo.
Information by IONOS CLOUD on the usage of SaaS products
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