FEATURES

Everything your practice needs, nothing it doesn't

From the first client to the final filing — PracticeFlow360 covers the whole journey.

Only in PracticeFlow360

Work Risk Radar

Know what's actually at risk before it's late.

  • Every client × due date scored red/amber/green
  • Factors in progress, workload, and history
  • Daily digest for red-flagged filings
Only in PracticeFlow360

WhatsApp document collection

Clients upload from WhatsApp — no login required.

  • One-tap send from any client record
  • Client uploads from their phone, no app
  • Files land straight in your Documents

Clients & CRM

Every client and contact in one organised place.

  • One profile per client
  • Contacts, notes & history
  • Quick search and filters
  • Bulk import from a spreadsheet

Compliance calendar

Statutory due dates, handled automatically.

  • Due dates appear automatically
  • Reminders go out on time
  • See the whole month at a glance

Tasks & workflows

Turn recurring work into repeatable steps.

  • Assign work to your team
  • Ready-made checklists
  • Track status in real time

Documents & DSC

A secure home for every file.

  • Encrypted document vault
  • Organised by client
  • Version history

Time tracking

See exactly where the hours go.

  • Log hours in seconds
  • Team workload at a glance
  • Engagement-level time reports

Reports & insights

See your whole practice clearly.

  • Workload & productivity reports
  • Client activity at a glance
  • Export anytime

Team & roles

The right access for everyone.

  • Role-based access
  • Audit log of changes
  • Branch support

Client portal

A simple window for your clients.

  • Clients upload documents
  • Secure messaging
  • No training needed

See it on your own practice

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