Replaced their traditional processes with one system for every client, engagement, filing and deadline.
Summary
JARS serves over 100 international clients every month, Their workflow relied heavily on spreadsheets and whatsapp and gmail, leaving critical information trapped in the minds of individual team members.
We built an AI-powered practice management platform that brings every client, engagement, document, deadline and communication into one place. It gives the team a shared view of the entire practice while automating repetitive work.
About the client
JARS operates across Bengaluru, Delhi and Wilmington, with a team of over 50 people.
Unlike firms that specialise in only accounting or legal services, JARS manages work across both practices, along with company secretarial and compliance services. This makes its internal workflows far more connected and complex than those of a typical professional services firm.
The challenge
JARS looked into various advanced tools for professional services, but most were designed for either accounting or legal firms, only meeting 30-40% of their needs due to overlapping functions.
As the company grew, managing spreadsheets became a hassle. Documents got lost, filing statuses needed manual checks, and project next steps were often just in team members' heads.
When employees left or joined, sharing knowledge took too long, complicating client onboarding and slowing down expansion into new services.
The solution
Before
Client details, documents and history were spread across spreadsheets, chats and folders. Onboarding and transferring clients required several manual checks.
After - with Creatr
Every client now has a structured profile containing their KYC details, documents, active engagements, communication history and filing information. The same process can be followed consistently across the firm.
Before
Project status, pending work and the next steps often lived inside individual team member's heads. Managers had no single view of everything happening across the practice.
After - with Creatr
Every engagement has a visible status, owner, deadline, task list and next action. Managers can see which work is moving, what is delayed and where somebody needs support.
Before
Documents and filing statuses were tracked manually across spreadsheets, email threads and shared folders. Missing a document or deadline could slow down the entire engagement.
After - with Creatr
Documents are stored against the correct client and engagement. MCA, Income Tax and GST systems are integrated so filing information and statuses can move into the platform automatically.
Before
The firm was not using AI anywhere in its operations. Everything was done manually.
After - with Creatr
Return files and incorporation forms can be generated using the client's existing financial information. AI helps the team retrieve information, prepare routine outputs and answer common questions while keeping people in control of the final work.
Before
Client follow-ups happened across email and WhatsApp.
After - with Creatr
Clients can log into their own portal, access their documents and ask AI questions about their filings without waiting for someone from the firm to respond.
The build process
Instead of using separate tools, JARS now uses one platform built around how they operate. Everything now lives in one shared system, making the business easier to manage and scale.
Founders quote
We had spent four months trying to build this system via vibe coding tools and agencies. Creatr showed us a working prototype that finally reflected how our firm actually operates on day 1.
The takeaway
Generic software could support individual parts of the firm, but it could not connect the complete workflow. The team was left using spreadsheets to bridge the gaps, making critical processes dependent on manual checks and individual knowledge.
Building around the firm's combined accounting, legal and company secretarial workflows created a shared source of truth and a reliable base for automation and AI.
