From the first prospect call to the last book review, Pratica runs the practice in one workspace. Recurring work spawns itself, billing connects to time, managers track team workload and budgets, and every number traces back to real work.
Lead → qualified → proposal → won. Track tasks, notes, contacts, and emails on every prospect. One click converts a won prospect into a client — with the Google Drive folder and Slack channel automatically spun up.
Every work needed to complete the service in one list. Status flows from Ready to Start through Completed. Recurring work spawns the next cycle automatically. Template edits carry forward — never back.
Review the data from Xero and QuickBooks for quality control. Flags, sign-off, and a permanent audit trail on every engagement.
Work signed off, billed, and locked. The cycle closes — and the next instance is already queued for next month.
Your team's home base. Drag work items, to-dos, and prospects across This Week, Next Week, and Later. Reschedule anything without opening it.
Week and month views of every engagement, prospect, and to-do in flight. Filter by teammate, client, or work type. Optional Google Calendar overlay shows your meetings alongside the work.
Standalone tasks that aren't tied to a client. Quick-add with due dates, drag to reorder, check them off. Personal and team to-dos in one list.
A weekly timesheet that mirrors your real work. Daily breakdown, entries grouped by client, totals you can submit and lock at week's end.
A full Gmail client inside Pratica. Connect your Google account and read, reply, forward, compose, and archive client email without leaving the workspace.
Your firm's knowledge base. Write or AI-draft standard operating procedures, organize them by category and tags, and let the team flag any SOP that needs updating.
Accountant utilities that clean up your data right in the browser. Bank reconciliation, QBO rule generation, PayPal and Stripe reconciliation. Upload a file, get a tidy workbook back.
Clients upload documents and respond to requests in their own secure portal. Everything they submit lands in the right Google Drive folder automatically — no email attachments, no chase-ups.
Pulse of the firm — revenue at risk, billable hours, overdue work, and what needs your attention this week. The first screen partners open every morning.
Email activity surfaced as signal. SLA on response times, cold clients, open threads, and team-level patterns — derived from each member's connected Gmail.
Partner-level revenue analytics. What was billed in any window, who delivered it, top clients, and your largest revenue lines.
Team time tracking with budget vs. actual on every engagement. See who's over, who's under, and where the firm is leaking hours.
Firm-wide capacity and performance. 13+ per-person metrics, side-by-side associate comparisons, and weekly history.
Composed from the data your team is already in. Per-assignee status, revenue, utilization, and management reports — no spreadsheet exports, no manual joins.
Pratica's automation is built in, not bolted on. Gmail, Drive, Calendar, Slack, Xero, QBO, and AI are part of the workspace — no third-party workflow tools stitched together, no fragile webhooks, no glue code.
Don't see your tool? Tell us — hello@pratica.ca
Pratica adapts to your firm's shape — not the other way around.
White-label parent firm with isolated child workspaces underneath. Partners see rollups across every child; each child workspace's data stays sealed off. Built for firms with sub-brands, sub-firms, or multiple sectors.
CAD, USD, EUR — every client billed in their own currency, on the same workspace. Time entries, fees, and reports all respect the client's currency.
Multiple legal entities in one workspace. Run a holding co + operating co side by side, or organize a multi-corp client without fighting your software.
Clients upload documents and respond to requests in their own secure portal. Everything they submit lands in the right Google Drive folder automatically — no email attachments, no chase-ups.
Book a 30-minute demo and we'll walk your firm through Pratica end to end — and answer anything specific to how you work.
Share what your firm looks like today. If we're a match, we'll spin up a workspace, invite your team, and walk you through your first week.