Software

Custom software in Sabadell: the case file out of the inbox

The client's folder is spread across an inbox, a deadlines spreadsheet and three network folders. Everyone can find it, except on the day it is needed fast.

Custom software in Sabadell has a typical client that is not a factory: it is a professional firm. Accountancy and tax offices, property managers, insurance brokers, clinics. Businesses whose product is a well-kept case file, and where that case file has, over the years, moved into the inbox.

Firm advisor going through a case file with a client, papers spread on the table

Sabadell lives on services, and the offices show it

Of the town's general-scheme social security registrations, 56,160 are in services, spread over 5,342 contribution accounts, which is the dull name for workplaces with people on the payroll. Services add 4,795.9 million euros of value a year, and financial and insurance activities alone —this town's old trade— contribute 228.8 million. The figures come from the Idescat municipal statistics portal.

Translated to street level: office floors full of firms managing other people's paperwork. We already covered how those firms win clients in digital marketing in Sabadell; this is about how they work on the inside.

The case file that lives in the inbox

The typical picture we find: the deed arrived by email and sits in somebody's inbox. The deadlines live in a spreadsheet maintained by one specific person, and understood only by that person. The final documents sit in a network folder with four versions and a file called "good-FINAL-2". What was agreed with the client is half on the phone, half on WhatsApp. The case file exists, but it is nowhere: it is everywhere.

Day to day it works, because people know their way around. It breaks when someone goes on holiday, when a client asks for something from two years ago, or when you need to prove what was sent and when. Then half a morning goes on archaeology.

A recent case, numbers rounded: a brokerage with around fourteen hundred policies ran renewals on a spreadsheet and claims through the inbox. Together we added up what went every week on hunting documents, answering "how is mine going?" and checking expiry dates by hand: over fifteen hours. They were not short of work, they had a surplus of searching. Today the renewal warns by itself with a traffic light and the policy opens from the client record in two clicks; the fifteen hours have not all gone, but most of them are back to selling.

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The four pieces of a case file that holds up

When we build custom software for a firm, it is almost always these four, in this order.

One client record

Everything about a client on one screen: details, open cases, documents, what was discussed and what is missing. It is not magic, it is no longer searching in four places. The proof it works: the new hire finds a case file without asking anyone.

Deadlines that warn you by themselves

Expiries, renewals and official requests with a traffic light and an alert, instead of living in the memory of whoever keeps the spreadsheet. For a firm dealing with the public administration, Spain's administrative procedure law sets correction periods counted in days, and there is no room there for "it slipped my mind".

Stacks of worn paper case files, before going digital

Documents with a home

Each document hangs from its case, with the good version marked and a record of what was sent, to whom and when. The inbox goes back to being a mailbox, not an archive.

Hours per case

Logging time where the work happens, not on a separate template at the end of the month. It is the piece that changes invoicing most: firms discover how much work they were doing for free without knowing it.

Why the off-the-shelf practice software did not stick

Almost every firm that calls us already bought one. The pattern repeats: the program forced its own way of working, half the team half-adopted it, and a year later the program, the old spreadsheet and the inbox all lived together. Custom software flips the direction: it is built on how you work, with your names for things and your steps, and that is why it gets used. If your backbone is a spreadsheet, we told that whole story in the spreadsheet that holds up the company.

And one thing we do not do: throw away what works. The accounting or payroll software that already serves you stays; the custom case file connects to it instead of replacing it.

What not to build custom in a professional firm

Accounting, payroll and electronic signatures: catalogue software already does those well, mature and current with regulation, and rebuilding them custom is paying to reinvent the wheel. When the rules change, the catalogue vendor updates them for all its clients at once, and custom-built you would not have that. You build custom what makes you different: the journey of the case file, the alerts, the client relationship. The rest you buy and connect.

What is needed from your side

One person from the firm with two hours a week during the start-up: the one who knows the case files best, even if she is the most sceptical. Better if she is, in fact, because the software that convinces the person most burnt by the old method convinces everyone. Her job is not to program anything: it is to say "in real life this does not work like that" before we sign it off. And on the data side, exporting whatever exists —the deadlines spreadsheet, the client list— so we load it and on day one the system is already full and nobody starts from zero.

What custom software costs in Sabadell

It is priced per project, with a closed written quote before starting, after seeing how you work. You start with one piece —usually the client record or the deadlines— and grow it once the first one is genuinely in use. The custom software page explains how we work; the published monthly plans (100 to 1,500 euros plus VAT) cover web and online presence, and are separate.

A note on grants: process management and electronic invoicing are categories in the Kit Digital catalogue. If the call opens again, part of this work can be paid with the voucher; on the waiting list we check what would fit your case.

What to check after three months

Three homemade, honest measures. How long it takes to find a year-old document: from half a morning to half a minute. How many deadlines were caught by an automatic alert rather than by somebody's memory. And how many billable hours appeared once time was logged where the work happens. If the custom software is built right, all three show in the first month; if they do not, the fault is in the build, and the build is what gets fixed. No dashboards needed for any of the three: you check them by counting.

We work from Palamós, for the Vallès too

We are based in Palamós and work with firms and service companies across the Vallès and the Barcelona area. The first meeting can be at your office or a video call; the system is built and maintained remotely and support answers the same day. If your case files also live in the inbox, tell us how you work and we will tell you which piece would win back the most hours of your week, no strings attached.

Tell us what you need and we'll give you a price

We reply the same day. No commitment, no sales pitch.

FAQ

Frequently asked questions about custom software in Sabadell

How much does custom software cost in Sabadell?+

It is priced per project, with a closed written quote before starting: it depends on the pieces (client record, deadlines, documents, hours) and on what it must connect to. You start with one piece and expand only if the first one works. The monthly plans published on our site (100 to 1,500 euros plus VAT) cover web and online presence, not custom software.

How long until it is up and running?+

The first piece takes weeks, not months: a client record or a deadlines board is usually in use within a few weeks, training included. The full system grows in phases, each one in use before the next begins. Building everything at once is the classic recipe for nothing getting used.

Does it replace my accounting or payroll software?+

No, and it should not. Accounting, payroll and electronic signatures are already done well by catalogue software kept current with regulation. The custom system runs the case file —clients, deadlines, documents, hours— and connects to what you already use so nothing is typed twice.

Whose data is it and where does it live?+

Yours, always. Where it lives is agreed in writing —your server or hosting in your name— and the system ships with full export: if you ever want to leave, you take clients, cases and documents in standard formats. With client data from a professional firm, that point is non-negotiable.

Does it make sense for a three-person firm?+

Yes, if the case files are already getting away from you: a growing client list, deadlines in one person's head and hours going unlogged. The first project can be very small —just the record and the deadlines— and still remove the inbox archaeology. Growing it, if worthwhile, comes later.

Can the Kit Digital pay for it?+

Part of the work fits categories in the Kit Digital catalogue, such as process management or electronic invoicing. The terms and dates of each call are published by the Spanish government; at magnesfactory.com/en/kitdigital we keep a waiting list and, with your details, we tell you what part the voucher could cover in your case.

Can I start with just the deadlines and stop there?+

Yes. The deadlines board with alerts is a frequent first piece because it removes the firm's most expensive fear, the expiry that slips by. If later you want the record, documents or hours, they are added on top of the same system; if not, the deadlines board works on its own.

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Tell us what's holding you back and we'll tell you how we fix it.

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