1
Add your clients
Import your client list from a spreadsheet, or add them one by one.
HOW IT WORKS
From sign-up to sorted in four steps
PracticeFlow360 is built to get you running fast — no long setup, no training.
2
Auto-build the compliance calendar
Due dates appear automatically, with reminders set up for you.
3
Assign & track the work
Hand work to your team with ready-made checklists and clear deadlines.
4
Radar catches what's at risk
Every client x due date scored red/amber/green, so you see trouble before the deadline hits.
5
Close the loop over WhatsApp
Send a document request link straight to WhatsApp — clients upload from their phone, no login needed.