Product Features
Practice Management
PracticeFlo is a practice management, workflow and time and billing system which allows firms to streamline and accelerate the pace of work while automatically tracking time. The combination of features increases the productivity of every member of the firm while eliminating missed billing opportunities.
PracticeFlo ensures work is delegated, tracked, and completed on time while streamlining workflow on every engagement. Time is tracked accurately and automatically to each engagement, eliminating missed tracked time entries and billing opportunities.
PracticeFlo allows you understand and prioritize your work at a glance while logging when work is completed. With over 80 reports to manage your clients and staff you’ll have the information you need to increase your firm’s productivity and scale revenue.
Dynamic Workflow and Document Management
PracticeFlo ensures work moves smoothly from start to finish and is always completed on time. Members of the firm will understand what works needs to be done and when it needs to be complete while accelerating collaboration on every engagement.
The engagement-based structure allows firms to log and access all information, communications and files an intuitive workspace that automatically tracks their time.
PracticeFlo includes a document management system embedded into every engagement which allows members of the firm to save 10-20 seconds every time they open, send or save a file. These time savings add up every day and can be converted into additional billable work.
Automatic Time Tracking
PracticeFlo automatically captures time spent on each engagement, making missed time entries and under-billing a thing of the past. In addition to eliminating lost billing you’ll gain time not spending the time manually tracking time on every engagement you work on every day.
Non-billable time is captured as well, providing you complete and accurate information for internal accounting and bandwidth planning.
Client Information and CRM
Everything you need to know about the work you’re doing for a client, or the work you’ve done in the past Is just a few clicks away. Whether logging communications for a client, resending and invoice, you’ll improve the pace of service to your clients.
Secure File Sharing
PracticeFlo includes an integrated secure file sharing portal which saves you time any time you send, receive or save files that require enhanced security. You will protect the privacy of your clients at a faster pace than sending an unsecured email out of outlook.
Go Serverless
Work from anywhere with an internet connection. Eliminate downtime and reduce the cost of IT management and data services.
PracticeFlo is a practice management, workflow and time system which allows firms to streamline and accelerate the pace of work while automatically tracking time. The combination of features increases the productivity of every member of the firm while eliminating missed billing opportunities.
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