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.
Free for up to 5 users. 28 days with your whole team, no credit card.
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.
Pull a client's books from Xero or QuickBooks and run 30 deterministic checks against a frozen snapshot. Work the flags, sign off, and keep a permanent record of what the review ran on.
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.
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.
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.
The pulse of your firm at a glance: revenue at risk, billable hours, overdue work, and what needs you this week. Fully customizable now, so you can add, remove, and rearrange widgets and save the views your team needs.
Revenue analytics for partners. What was billed in any window, who delivered it, your top clients, and your biggest 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. Set an alert threshold and the engagement's owner hears about it before the budget is gone.
Capacity and performance across the firm. More than a dozen metrics per person, associate comparisons side by side, 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. Google 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.
The first five users are free, for as long as you want them. The 28 day trial opens it to your whole team with no credit card. When you would rather we set it up with you, book a call.