The AI operating system
for your firm

Build and run custom business software with AI. Your apps, data, and automations together, without per-seat fees.

A client portal on your own domain, with intake, document requests and case tracking behind it. Reminders chase what clients owe you.

Jobs, daily logs, punch lists and change orders in one system. Crews update it from the site, and clients sign off on changes online.

Donors, grants, volunteers and programs in one system. Donors manage their gifts online, and volunteers never add per-seat fees.

Bookings, tickets, check-in, shifts and suppliers in one system. Clients confirm headcount online, and reminders go out on schedule.

Orders, inventory, production and deliveries in one system. Suppliers confirm dates online, so the floor plans from current numbers.

Enrollment, absences, field trips and support plans next to your SIS. Families sign forms online, and staff see only what they should.

Tenant portals, maintenance, leasing and owner reports in one system. Tenants book repairs online, and owner reports go out on their own.

Permits, records requests, grants and 311 in one system. Residents apply and track progress online, and every decision stays on record.

Policy sign-offs, training, accreditation and use-of-force reviews in one system. Every acknowledgment is logged for your assessors.

Work orders, time clocks, inspections and inventory in one system. Ask for a new form, field or approval step and it’s ready in minutes.

Pipeline, quotes, renewals and commissions in one system. Partners register deals in a portal, and commissions update as deals close.

Courses, exams and certificates for your staff or paying learners. Expiring certifications send reminders, with no per-learner fees.

Tickets, SLAs, returns and refunds in one system. Customers track their requests online, and overdue tickets escalate automatically.

Hiring, onboarding, time off and reviews in one system. Employees update their own details, and you control who sees each record.

A client portal on your own domain, with intake, document requests and case tracking behind it. Reminders chase what clients owe you.

Overview

Apps

CasesViewed 2 hours ago

Client portalViewed yesterday

Shared by every app

Database9 tablesUpdated

Automations7 running daily

Users & roles28 staff with access

IntegrationsQuickBooks, DocuSign

What does your firm need?

Start building for free

Alternative toClioSuiteDashKarbonCanopy

Professional services

Everything your firm and its clients share, in one system

One database behind the portal and the back office. A client’s uploads show up on their case as soon as they send them.

Client portal

clients.brightwateradvisory.com

BrightwaterMy caseDocumentsMessagesBillingDO

Welcome back, DerekErin needs one more document to start your 2026 return.Your 2026 tax return

Rental property expensesRequested by Erin Walsh on Nov 2 · Schedule EUpload

Tax questionnaire6 of 24 answered · due Jan 31Continue

2025 return, as filedYou uploaded it on Oct 28Received

Engagement letter, 2026Signed Oct 28 · $650 flat feeSigned

MailNov 2Brightwater AdvisoryErin needs 1 document from youHi Derek, please upload your 2026 expenses for the Elm St rental: repairs, insurance and property tax. Photos from your phone are fine.Upload in the portal

Something else? Describe it and Zite builds it

Compare

Zite or a stack of client tools?

Today

ToolsA portal, a CRM and a spreadsheet between them

FitBuilt for one kind of firm

PricingA subscription per tool, often per user

With Zite

ToolsOne system, one record per client

FitBuilt around your services, stages and paperwork

PricingNo per‑seat fees, and clients sign in free

Built to hold your clients’ records

Store tens of millions of records and query with SQL.
Zite Database

Built to hold your clients’ records

A database that scales

Store tens of millions of records and query with SQL.

Zite Database

Sales CRM

NorthwindWonGlobexWon

Client portal

NorthwindOnboardingGlobexOnboarding

Revenue

$1,260,500

Postgres1,248,302 records

+18

Company

Owner

Stage

Amount

Globex

Tom Lee

Won

$32,500

Oct 24

Northwind

Maya Chen

Won

$48,000

Oct 30

Initech

Priya Shah

Discovery

$27,000

Nov 4

Umbrella

Kofi Mensah

Negotiation

$61,200

Nov 8

Hooli

Sarah Lee

Proposal

$19,800

Nov 12

Cedarline

Maya Chen

Discovery

$14,500

Nov 15

Bluebird Co

Tom Lee

Discovery

$8,400

Nov 21

Automate any process

Run processes end to end with 50+ tools.

Zite Automations

Access for staff and clients

Your own domain, with SSO, roles and audit logs.

Zite Apps

The power of code, without coding

Zite builds in TypeScript, with full source code access and GitHub sync.

Read the developer docs

app.zite.com

AAshgrove

OverviewAppsAutomationsDatabaseUsersSecurityCode

Codeashgrove/operations

apps/sales-crm/src/api/TSapprove-deal.ts

import { z } from 'zod';

import { createEndpoint, hasRole } from 'zitejs/backend';

import { zite } from 'zitejs/db';

export default createEndpoint({

description: 'Approve a deal',

inputSchema: z.object({ dealId: z.string() }),

execute: async ({ input, context }) => {

+if (!hasRole(context, 'finance')) {

+throw new Error('Only finance can approve');

return zite.deals.update({

id: input.dealId,

record: { approval: 'Approved' },

});

History

Finance-only approvalsJust nowImport Salesforce deals2d agoStart from CRM1w ago

Our customers

Teams already running on Zite

"We've tried many tools over the years.

Zite is in a league of its own.

It's more robust, more flexible and saves our county time and money."

Ravi K. Udeshi

Election Manager, Fairfax County

"We used to have a massive backlog of app and internal tool requests.

Now anyone on our team can build the software they need, and we know the apps match our brand and IT guidelines."

Michael Villenave

Head of Internal Comms, Domino's France

"As Iceland's largest media company, we've deployed Zite across all our brands.

We love Zite for its ease of use, SSO login, Salesforce integration, and their excellent support team."

Diana Viglundsdottir

Director of Product, Syn.is

Business reviews

5/5

Product Hunt

4.7/5

Customer stories

FAQs

Questions about Zite for professional services

For client intake, document requests, matter tracking and a client portal, yes. Zite builds those around your own practice and stages, and you can import the clients and matters you already have.

Still have questions?

What will your firm build first?

The AI operating system
for your firm

Build entire systems

One source of truth

Control access in one place

What does your firm need?

Everything your firm and its clients share, in one system

Zite or a stack of client tools?

Built to hold your clients’ records