Practice Management Software Features One platform, from first enquiry to closed period.
Praxio covers the whole practice — clients and prospects, engagements, documents, time, billing, the client portal, automation and access control — as one system of record rather than six tools that need reconciling.
Jobs & Workflows
Build engagements from reusable workflow templates. Stages advance only when every mandatory task is complete, so nothing ships half-finished and no review step gets skipped under deadline.
Time & Billing
Capture time against jobs, route it through approval, and watch approved billable work become WIP you can invoice. Then invoices, quotes, credit notes, write-offs and a running client ledger — one chain, fully reversible.
Client Portal
Give every client a secure portal where they see their own engagements, upload the documents you asked for, review what they owe and message you — instead of a thread with twelve attachments.
Document Management
A central document store with folders, versioning and locking; document requests that chase clients for you; malware scanning on every upload; and text extraction so search reaches inside files.
Automation & SLA
A no-code rules engine that reacts to what happens in the practice, and service targets per job type that warn you before a deadline slips rather than after.
Capacity Planning
Staff availability, workload forecasting and utilization measured as assigned hours over available hours — with load-balancing suggestions across your team that stay advisory until someone accepts them.
Reporting & Analytics
WIP by job and client, aged receivables, realization, profitability and utilization — read straight off the same ledgers the work is recorded in, plus a custom report builder and scheduled delivery.
Security & Access Control
Role permissions decide what a person can do; data scopes and fine-grained visibility rules decide which records they ever see. Every significant action is written to an audit log that cannot be edited or deleted.
And everything around them
The modules that do not get their own page still ship with the platform.
Contacts & leads
One master record for prospects and clients, a configurable lead pipeline with sources and loss reasons, tags, duplicate detection and KYC verification.
Jobs & workflows
Engagements built from reusable workflow templates. Stages advance only when every mandatory task is done, and each job carries a unique code.
Time & WIP
Timer and weekly timesheet, manager approval with no self-approval, and an append-only work-in-progress ledger behind realization and profitability reporting.
Billing
Invoices with automatic tax resolution and rounding, quotes, credit and debit notes, write-offs, discounts, advances, a running client ledger and financial periods.
Documents
Central store with folders, versioning, locking, time-limited share links, document requests to clients, malware scanning on every upload and text extraction.
Client portal
Secure client login with email verification. Clients see their own jobs, fulfil document requests, review invoices, accept quotes and message the firm.
Automation
A no-code rules engine: when a trigger fires and conditions match, reassign work, change a status, notify someone or create a task. Every firing is logged.
SLA
Per-job-type service targets with warnings, breach detection and escalation up a configured chain of recipients.
Capacity
Staff availability, workload forecasting, utilization against configurable thresholds, and load-balancing suggestions across employees that require a person to approve them.
Reports
Prebuilt practice reports, a custom report builder, dashboards, saved and shared views, and scheduled delivery to inboxes.
Security & audit
Tenant isolation, role permissions, data scopes, fine-grained visibility rules and an audit log that cannot be edited or deleted.
Migration & email sync
A guided CSV wizard for legacy data, including CCH iFirm exports, and staff mailbox sync that auto-links correspondence to the right client and job.
See the whole thing working together.
Book a walkthrough configured around your engagement types, review steps and billing model.