Pratica's sidebar is organized into six sections — Work, Clients, 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.
Your weekly home base. Drag work items, to-dos, and prospects across This Week / Next Week / Later and reschedule anything without opening it.
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.
Catch issues before clients see them.
Review the data from Xero and QuickBooks for quality control. Flags, sign-off, and a permanent audit trail on every engagement.
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.
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.
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.