Every client project on track, on time, owned

Automate client project tracking, contract processing, and cross-team handoffs in one system. Built around your service delivery workflow. Go live in days.

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Trusted by operations teams

Phuoc Tran

"Every morning I had to scroll through dozens of Zalo groups then cross-check spreadsheets to figure out where things stood. Now I open Lotics and see everything: who's doing what, what's stuck. A lot less back and forth."

Phuoc Tran
Director, Conta Vietnam

Client projects visible across every stage

See all client projects in one table. Know which are pending review, which are due soon, and who owns each.

Cross-check contracts and fill milestone invoices

AI reads service contracts, handover minutes, and timesheets, cross-checks milestones, then fills phase-based invoices.

Ask AI which projects miss milestones

Managers ask AI about project status and client receivables. Teams get answers instantly from live data.

Teams handle exceptions not chase status

New project intake

Client sends a request via email. The system creates a project, attaches the contract, and assigns the team.

Phase progress tracking

Status updates by phase. Deadline reminders sent 2 days before due date.

Auto-routed internal approvals

When a phase completes, the review request routes to the appropriate manager automatically.

Milestone-based invoicing

Invoices generated at contract milestones. Receivables tracked until payment is collected.

Cross-team handoffs

Handoff checklist, document recording, and receiving team notification. Nothing falls through.

Acceptance and project close

Client signs acceptance. The system triggers final billing and archives the project file.

Keep projects approvals handoffs and billing aligned

Digitize contracts and project documents

AI reads contracts, addenda, and acceptance certificates to extract terms, values, and payment milestones.

Connect email, calendar, and accounting

Receive client requests from email, auto-create projects. Sync deadlines to calendar and invoices to accounting software.

Always up to date

Changes are visible to everyone instantly. No version confusion.

Mobile access

Approve, review, and update progress from your phone.

Control who sees what

Set view and edit permissions by team or customer.

Full change history

Track every change and see who made it and when.

Pricing based on results

A fixed monthly fee based on the value we deliver. We assess your operations, estimate the time saved and costs reduced, and set your fee as a percentage of that. You always keep more than you pay.

First month free. Run your operations on Lotics for a full month before you pay anything. No risk to get started.

All features included. No tiers, no add-ons, no per-seat pricing.

Full onboarding included. We set up your workflows, import your data, and train your team. No setup fees.

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Free consultation. No commitment.

FAQ about professional services operations software

Lotics shows all projects in one table. Filter by status, team, or deadline to see what needs attention immediately.

The system creates handoff checklists automatically, records documents, and notifies the receiving team. Every step is logged.

Usually because requests sit in email or chat and get buried. Lotics sends automatic reminders and shows who is holding each approval.

Invoices are linked to projects and contract milestones. You see which client owes what, from which project, at a glance.

When your team exceeds 5 people or 10 active projects, or when you start losing work because information is scattered. Spreadsheets lack approvals, reminders, and audit trails.

Yes. Configure how many levels, who approves, and auto-approval conditions. Change the flow as your process evolves.

Consulting, accounting, legal, marketing, IT. Any service with client projects, phases, approvals, and handoffs.

Yes. Clients view progress, download documents, and submit feedback through a dedicated portal. No email back and forth.

Yes. Invoices from Lotics push to your accounting system automatically. Data stays in sync without re-entry.

You pay a fixed monthly fee based on the value we deliver. We assess your operations and set the fee as a percentage of the estimated savings. First month free, all features included, full onboarding included.

Typically 1-2 weeks. The Lotics team helps configure workflows, import existing data, and train your staff.

Yes. Import existing data, map it into structured fields, and attach it to running workflows.

Data is encrypted with permissions by team and project. Clients only see their own projects.

Yes. Store contracts, addenda, and acceptance certificates. AI extracts terms and payment milestones automatically.

Yes. The web interface is responsive. Approve, update statuses, and check progress from any device.

Yes. Lotics receives client emails, auto-creates projects or updates statuses, and sends notifications via email.

Support via chat, email, and phone during business hours. Full documentation and video tutorials included.

See Lotics on your project workflow

Live demo on your real data. Setup and training included.

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Công Ty TNHH Công Nghệ Lotics
Tầng 5, Tòa nhà Songdo, 62A Phạm Ngọc Thạch, Phường Xuân Hòa Thành, HCM
Business Registration: 0319003171
Email: minh@lotics.ai
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