ALUD Desk
Management platform for firms and professional practices
Run your practice with clarity.
ALUD Desk connects clients, projects, matters, files, documents, tasks, time and billing in one experience built for firms and professional service providers.
It is configured around your kind of practice: your services, your types of work, your statuses and your team’s roles.
For practices in Puerto Rico and the United States · Spanish and English
A platform built and operated by ALUD Consulting LLC.
Who it is for
One platform. The structure every practice needs.
01
Accounting firms
Each client’s returns, documents, deadlines, hours and payments in one file. Tax season is coordinated without rebuilding context across systems.
02
Law firms
Each matter with its stage, its owners, its documents and the time invested. The team knows what comes next, and the client checks the case without calling the office.
03
Consulting and advisory
Scope, deliverables, tasks and hours in one shared view for the team and the client, tied to the invoice and to what is still outstanding.
04
Independent professionals
The structure of a firm without the administrative load: clients, work, documents and payments in order, and a portal that presents your practice with care.
A connected operation
From first contact to the next engagement, without starting over.
Every stage keeps the client’s context. What arrives as a request ends as work delivered, invoiced, collected and ready for next time.
01
Client
Profile, contacts and history in one place.
02
Request
The client asks for a service from the portal, or the team logs it.
03
Matter, project or file
The work opens with its type, its owner and its status.
04
Tasks and documents
Owners, dates and files inside the same piece of work.
05
Time
Billable hours are logged against the work.
06
Invoice
Issued from the work, with its history.
07
Payment
Balances and payments are tracked in the collections center.
08
Follow-up
Notifications, reminders and the history ready for the next engagement.
Core capabilities
Everything a practice uses every week.
Clients and work
- Client and contact management
- Matters, projects, files and engagements
- Tasks, key dates and calendar
- Service requests
Time and billing
- Billable time tracking
- Invoicing and collections center
- Financial and operational reports
Access and team
- Documents and access permissions
- Private client portal
- Team, positions and roles
- Notifications and reminders
Control and configuration
- Activity history and audit trail
- Configuration for Puerto Rico and the United States
- Spanish and English interface
The client experience
A professional experience for every client.
The portal makes the service visible: the client understands what is happening, what is missing and what comes next, without relying on a stray message.
- Check the progress of their work
- Upload and review documents
- See their invoices and payments
- Check key dates
- Request new services
- Receive notifications
- Communicate with the firm
Security and data separation
Every organization works in its own space.
ALUD Desk is built so that one practice’s information does not mix with another’s, and so that inside each practice every person sees what belongs to them.
Its own space per organization
A firm’s clients, work, documents and invoices belong to its organization.
Role-based permissions
Administrators, professional staff and clients sign in with different access.
Controlled, traceable access
Clients see only their own information in the portal, and activity is recorded in the history.
No system removes every risk. In the demo we walk you through how your organization’s access is configured.
Pricing
One offer. The complete operation.
ALUD Desk
$129per month per organization
Includes the initial setup, the first month and up to 3 internal users. Your clients’ portal access does not count as a user.
First payment$258
- $129 — first month of ALUD Desk
- $129 — initial setup of your organization
- Then $129 per month
- A demo before you start.
- Additional users available by quote.
- Payment methods are presented during activation.
Founding Firm Launch
The first firms and practices to adopt ALUD Desk will receive direct support during the initial setup and can contribute feedback to the platform’s development.
ALUD Consulting and ALUD Desk
Two distinct offers, one institution.
ALUD Consulting
The company behind the platform. It provides professional business transformation services, with their own scope and their own proposals.
ALUD Desk
The SaaS platform, with its own subscription and its official site at aluddesk.com. Subscribing to ALUD Desk does not include consulting services, and engaging ALUD Consulting does not require using ALUD Desk.
Frequently asked questions
What firms usually ask before they start.
Is ALUD Desk only for accountants?
No. Accounting is one of its main industries, but ALUD Desk is built for professional firms and practices in general: law firms, consultants, advisors, independent professionals and service businesses that manage clients, projects, matters or recurring engagements.
Does it work for law firms and consultants?
Yes. You can work with matters, cases, projects or files depending on your practice, each with its owners, documents, tasks, hours and billing.
Can I use it as an independent professional?
Yes. The offer includes up to 3 internal users, so it works for a one-person practice as well as for a small team that is growing.
Does it include a portal for my clients?
Yes. Your clients sign in to a private portal where they see the progress of their work, upload documents, check invoices and payments, see key dates, request services and communicate with your firm.
Can I configure my own services?
Yes. You can define the services you offer, your types of work, their statuses and your team’s roles so the system follows the way you already work.
Does it work in Puerto Rico and the United States?
Yes. You configure your practice for Puerto Rico or for the United States, and the language, dates, service types and billing adapt to that market.
Can I use it in Spanish and English?
Yes. The interface is available in Spanish and in English.
How many users are included?
Up to 3 internal users from your organization. Your clients’ portal access does not count as a user. If you need more users, we prepare a quote.
Can I see a demo before paying?
Yes. We run a short demo focused on how your practice operates before you decide to start.
How is each organization’s data protected?
Each organization operates in its own space, with role-based permissions and controlled access for administrators, staff and clients. In the demo we explain how access is configured for your practice.
ALUD Desk
Your practice now has a clearer way to grow.
Explore the platform at aluddesk.com, or request a demo focused on how your team works.