PlaatoOS for Professional

The OS Built for Professional Services.

Client bookings, consultation scheduling, invoicing, and a professional website โ€” unified under one roof. Whether you're a solo consultant or a growing agency, PlaatoOS replaces your scattered toolkit.

Used by lawyers, consultants & agencies ยท HIPAA-ready data handling ยท No credit card required

200+
Practices & agencies live
0
Per-seat fees
10 min
Setup time

Built for these businesses

Whether you run one venue or a chain โ€” PlaatoOS adapts to your model.

Consulting

Discovery call booking, professional site, proposal & invoice flow, and client portal.

Coworking Space

Meeting room booking, membership management, recurring billing, and event hosting.

Law Firm

Consultation booking, secure client portal, document workflows, and matter intake.

Accounting Firm

Client onboarding, deadline tracking, recurring invoicing, and secure document exchange.

Creative Agency

Portfolio site, project intake forms, retainer billing, and client review workflows.

The Problem

Sound familiar?

The juggling act every operator knows. Five tools, five logins, zero integration.

The Consultant or Lawyer

Needs bookings, a professional website, and client management. Can't find one tool that does all three without an enterprise price tag.

The Coworking Space

Books meeting rooms by email, tracks memberships in a spreadsheet, and sends billing reminders manually. Scaling means drowning in admin.

The Creative Agency

Handles client briefs by email, showcases their portfolio on a generic site, and invoices through a separate tool. The brand of the agency doesn't match its stack.

The Accounting Firm

Manages client onboarding by email, tracks deadlines in a spreadsheet, and invoices through a separate tool. Tax season means triple the admin.

A typical night with PlaatoOS

Doors open. Peak hours. Last call. See how every piece fits together.

  1. Mon AM

    Pipeline Review

    Calendar shows this week's consultations with intake forms pre-read. New client requests in the inbox. Retainer renewals auto-invoiced.

  2. Tue

    Discovery Calls

    Client books a 30-min slot, fills intake form, prepays if required. Meeting auto-creates a Zoom/Meet link. Notes saved to the client record.

  3. Thu

    Project Work

    Document portal lets clients exchange files securely. Time tracking ties to retainer hours. Status updates pushed via the client portal.

  4. Fri PM

    Billing Run

    Recurring invoices generated for active retainers. Payment links sent via email. Stripe handles the rest. Reports show utilization, billable %, and pipeline value.

Questions from owners like you

Is this just a booking tool, or full CRM?
Both. You get consultation booking + a client portal with document exchange, retainer billing, and recurring invoicing. Replaces Calendly + a basic CRM + a generic website.
Can I customize the booking flow per service?
Yes. Each service has its own duration, price, intake form, buffer time, and availability window. A 30-min discovery call and a 2-hour deep-dive can run side by side.
How does pricing work for professional plans?
Free forever tier covers core booking + website. Pro tier unlocks the AI Admin Assistant, advanced analytics, and white-label client portal. No per-seat fees.
What about secure document handling for legal/accounting work?
Documents are stored encrypted at rest. Per-matter and per-client permissions. Audit log of every view and download. GDPR Art. 17/20 self-service for clients.

Ready to consolidate your stack?

Free forever. No credit card. Set up in 10 minutes.

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