The same platform, shaped to the firm you are now.
A three-person practice and a forty-person multi-office group need different things switched on, not different software. Praxio is configured to where your firm is, and reconfigured as it moves.
Solo & Small Firms
When the practice is one to five people, the overhead is not the work — it is remembering where everything lives. One system for clients, engagements, documents, time and billing, with a client portal that does the chasing.
Growing Firms
Past a certain headcount the practice needs its process written down and enforced: workflow templates every engagement follows, time approval, review gates, SLA targets and visibility rules that keep staff to their own clients.
Multi-Entity Firms
Practice entities let one firm run multiple offices, legal entities or brands — each with its own branding, invoice numbering, tax defaults, payment terms and job codes — without splitting the practice across separate systems.
Switching Platforms
A guided, staged CSV wizard imports legacy practice data, including CCH iFirm exports. You review each stage before it commits, so the migration is something you approve rather than something that happens to you.
Not sure which one you are?
Tell us how many people are in the practice and how many entities you bill from. That answers it in about a minute.