Connect the promise made to a client, the work performed by the team, the money billed and collected, the true cost of delivery, and the evidence needed to govern it.
Founding story / Toronto
How Motheo was built inside a working practice, and why its clients asked for it before it was ever a product.
Most firms have software for each department. Few have a system that can tell the whole story.
A client portal shows status. A spreadsheet shows capacity. An accounting export shows a number. Motheo connects the route — so the record a partner reviews and the record an auditor requests are the same record.
Continuity
Motheo keeps the prospect, client, service, owner, obligation and delivery history on one governed route.
Control
Baselines, milestones, change orders, forecasts and approvals stay tied to the authority they describe.
Evidence
Revenue, cost, margin, access, approvals and corrective actions carry the evidence leadership needs to act.
Modules are the feature. Governance is the point. Every movement is visible to the people responsible for it.
Move from prospect to client, handoff, onboarding, recurring obligations and offboarding without losing the record.
Assign, accept, schedule and approve work while accounting for leave, coverage, cost and real capacity.
Hold the PO, baseline, milestones, forecast, risks and change orders to the same authority.
Separate authorized value, earned revenue, invoiced revenue, collected cash and canonical delivery cost.
Track billing, expenses, approvals, recurring invoices, overdue work and read-only accounting signals.
Give leadership the portfolio health, margin, realization, capacity and corrective-action context behind every signal.
Keep roles, privileges, compensation history, delegation and client visibility explicit and governed.
Connect firm conversations, client-linked threads, documents and portal access without leaking internal notes.
Bind sequential approvals and append-only evidence to the exact record and version that changed.
Choose only what your practice needs. Each module inherits the same controls.
Five practical changes a firm can feel when the operation stops being scattered across tools.
Carry the relationship from first conversation through handoff, onboarding, recurring service and offboarding without losing context.
Make assignments, acceptance, leave, coverage and approvals visible before delivery pressure becomes a staffing problem.
Keep purchase orders, baselines, milestones, forecasts and change orders tied to the decision that governs them.
See the distance between authorized value, work earned, invoices sent, cash collected and the cost of delivery.
Give partners a defensible trail of access, approvals, changes, versions and corrective action when the question matters.
The core governance layer stays consistent. The routes, records and module configurations reflect how your firm actually operates.
File management · CRA deadlines · approval queues
Matter tracking · conflict checks · document review
Project delivery · retainers · utilization reporting
Milestones · drawing review · compliance records
Permits · client approvals · phase reporting
Campaign delivery · portals · creative approvals
Tickets · change management · client reporting
Security is not a page in the brochure. It is how the platform moves.
Every firm has a structural fence.
Tenant-aware policies, client-level visibility and fail-closed access protect the boundary at the database layer.
The browser is not the source of truth.
Project, approval, ownership and verified-revenue transitions are controlled through trusted server routes.
Every decision carries its context.
Audit records preserve actor, timestamp, reason, changed fields, version and system attribution.
Data centres and processing in Canada.
Motheo is aligned to Canadian data requirements, with SOC 2 Type II controls in progress.
Pricing by conversation
Core is for internal use. Every plan includes the base modules, and the system is built to grow modularly around your firm’s operating model.
We scope implementation around your people, workflows and governance requirements.
Contact us for pricing“Designed with firms,
not for them.”
Motheo’s module structure and governance logic were developed in direct collaboration with accounting, legal and consulting practices across Ontario.
Accounting · Legal · Consulting · Engineering · Architecture
We will walk through Motheo using a scenario that matches your firm’s discipline and scale. No prepared deck. A working session.
Other professional firms are welcome to contact us. We will shape the conversation around how your practice operates.
Response within two business days
45-minute working demonstration
Tailored to your discipline and scale
