Pratica's sidebar is organized into seven sections: Work, Clients, Finance, Reviews, General, Sales, and Admin. Here's what each one does today, with everything on the roadmap grouped at the end of each section.
Where the day actually happens.
The pulse of your firm at a glance: revenue at risk, billable hours, overdue work, and what needs your attention this week. Now fully customizable. Add, remove, and rearrange widgets to build the view your team wants, and save as many dashboards as you need.
Everything you know about who you serve.
Your client catalog. Entity type, jurisdiction, fiscal year, billing model, currency, tax codes, contacts, and parent/child groups — all modeled, searchable, and bulk-editable. Open a client to see its work, onboarding, and time in tabs.
Invoice clients and see the revenue that follows.
Invoice your clients straight from Pratica, powered by Stripe. Every work item bills once, from its budgeted hours and fee. Draft, send, and track invoices without leaving the workspace, and parent and child clients consolidate onto one invoice automatically.
Catch issues before clients see them.
Capacity and performance across the whole firm. More than a dozen metrics per person, associate comparisons side by side, and weekly history so you can see who has room and who is stretched.
Tools and knowledge for the whole firm.
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.
From first call to first engagement.
Your sales pipeline. Move leads from qualified to proposal to won, track tasks and notes with threaded comments, and convert a won prospect into a client in one click.
Configuration, reporting, and partner views.
One place to configure the workspace: terminology, picklists, statuses, work and task categories, service types, roles and permissions, tax rates, currencies, email templates, and integrations.
Send us a quick note about your firm. If you're a fit, we'll spin up your workspace and walk you through your first week.