A three-sided marketplace connecting clients, CA firms and articleship students, with an AI layer designed in
Client: A professional-services platform for India's chartered accountancy ecosystem.
- Industry
- CA & accounting services
- Region
- India
- Model
- Three-sided marketplace
- Platforms
- Public site + web portal
The challenge
Clients struggle to find the right verified CA firm for a specific financial or compliance problem.
CA firms need a steady flow of both client work and articleship talent, but the two live in separate places.
Existing options are mostly static directories, with no matching, workflow or outcome tracking.
What Robral built
Built the portal: role-based workspaces for clients, CA firms, students and admins, with JWT authentication.
Career flow: firms post articleships for admin approval, and students apply, get shortlisted or rejected, and track status.
Services flow: clients raise service requests, firms respond with priced, time-bound quotes, and duplicate quoting is blocked.
Designed the AI layer: natural-language intake, service classification, best-fit firm matching and a professional copilot, with humans always in the loop.
- 3-sidedclients, CA firms and articleship students
- 4 rolesclient, firm, student and admin, each with its own workspace
- 4-stageroadmap from marketplace to AI-run workflow
What it enables
- One verified network where clients find firms, and firms find both clients and talent.
- Structured requests and quotes replace scattered calls and messages.
- A clear path to an AI-assisted finance-services network, with qualified CAs reviewing every recommendation.
Technology & capabilities
Platform stack
- Next.js (App Router)
- React
- TypeScript
- Tailwind CSS
- Prisma
- PostgreSQL (Neon)
- JWT Auth
- Vercel
AI layer · designed
- Natural-language Intake
- Service Classification
- Smart Firm Matching
- Professional Copilot
- Document Intelligence
Relevant forMarketplaces and professional-services networks, such as legal, accounting, healthcare or consulting, that want to match clients to verified experts and add AI on top.
Delivered by Robral Technologies. Client identity is withheld; details are shared at a level that protects the client's confidentiality.
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