Practice
Day-to-day client and task management for your entire firm — from onboarding to delivery.
Work Board & Task Management
A Kanban-first work board that adapts to how your team thinks. Five views let you slice work by status, priority, type, due date, or any custom grouping. Drag tasks across columns, set recurring rules, and let automations handle the rest.
- Kanban board with drag-and-drop across status columns
- Five switchable views — status, priority, type, due date, custom
- Task detail panel with checklists, attachments, and activity log
- Recurring task rules with auto-creation on schedule
- Bulk task operations — reassign, reschedule, archive
- Task dependencies and blocking relationships
- Custom fields and tags for firm-specific workflows
- Deadline alerts with configurable escalation
Client Management
Every client gets a 360-degree profile — contact details, communication history, engagement status, compliance health, and outstanding billing. One click to see everything.
- Client 360 profiles with communication log
- Client onboarding workflow with document collection
- Group and family client relationships
- Client health scoring based on compliance and billing
- Client portal for document exchange and status updates
- Contact management with multiple stakeholders per client
Engagement & Templates
Generate engagement letters with AI, manage a library of reusable templates with variable substitution, and track engagement status from proposal to completion.
- AI-assisted engagement letter generation
- Template library with variable substitution (client name, dates, amounts)
- Engagement tracking — draft, sent, signed, active, completed
- E-signature workflow for client acceptance
- SOP library for standardised procedures
- Version history on all templates
Communication & Collaboration
Built-in team chat with channels, direct messages, threads, and mentions — so conversations happen where the work is, not in a separate app.
- Team chat with channels organised by team, client, or topic
- Direct messages and group conversations
- Threaded replies for focused discussions
- @mentions with push notifications
- Timesheets and time tracking per task or client
- Compliance calendar with firm-wide deadline view
- Activity feed across all client work
- File sharing within conversations
What changes when you switch
Client details scattered across Excel, Tally, and WhatsApp groups
Single Client 360 profile with every interaction, task, and invoice
Task assignments via verbal instructions — things slip through the cracks
Kanban work board with automated recurring tasks and deadline escalation
Engagement letters created manually in Word for each client
AI-generated engagement letters from templates in under 30 seconds
Team communication split between WhatsApp, email, and phone calls
Built-in chat with channels, threads, and mentions tied to client work
Works with
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