Multi-Office Practice Management Software Several offices, several brands, one platform.
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.
What each entity carries as its own
An entity is not a label on a record. It is the thing that determines how work is coded, branded, taxed and billed.
Unique code
Every entity has its own code, which becomes the leading segment of every job code raised under it.
Branding
Its own identity on generated documents, so an invoice from one office does not arrive wearing another’s brand.
Invoice numbering
Its own prefix and next number, so sequences stay clean and separately auditable per entity.
Tax defaults
Its own tax configuration, resolved automatically against the client’s jurisdiction at invoice time.
Payment terms
Its own default terms, so entities operating under different commercial arrangements do not have to be corrected by hand.
Document templates
One default template per category per entity, so the right branded PDF is produced without anyone choosing.
Keeping entities apart without splitting the firm
The value of one platform is the firm-wide view. The requirement is that not everyone gets it.
Entity-scoped visibility
Data rules restrict which practice entities a user or team can see, alongside contact type, tag and team.
Combining rules
Where several rules touch the same field they widen the permitted set, so layered assignments behave predictably.
Shared client base
Entities sit inside one firm, so a client served by two offices is still one contact record with one ledger.
Firm-wide periods
Financial periods are firm-level: one open at a time, non-overlapping, aligned to the configured fiscal-year start.
Cross-entity reporting
Prebuilt and custom reports run across the firm, so group-level performance does not need reassembling.
Deactivation, not deletion
An entity that closes is deactivated. Its invoices, jobs and history remain intact and attributable.
Constraints worth planning around
Two of these regularly surprise multi-entity firms during implementation, so they are stated plainly rather than discovered later.
Financial periods are firm-wide, not per entity: only one period may be open at a time and periods cannot overlap.
A period’s start date must align exactly with the configured fiscal-year start — only the year may vary.
A locked period is sealed permanently and cannot be reopened by anyone.
A firm may have only one default document template per category per practice entity.
Practice entities are deactivated rather than deleted.
Separate legal firms with separate users and data are separate tenants, provisioned through the admin panel — not practice entities.
Frequently asked questions
What is a practice entity?
Can two entities invoice with different numbering and tax settings?
Can staff be restricted to one entity?
Do financial periods run per entity or per firm?
What if we need to remove an entity?
What about running genuinely separate firms?
Explore the platform
- Jobs & WorkflowsTemplated engagements with stage gates, task assignment, recurrence and dependencies
- Time & BillingTime capture, approval, WIP ledger, invoicing, quotes and financial periods
- Client PortalSecure per-client access to jobs, documents, invoices, quotes and messaging
- Document ManagementCentral store, versioning, document requests, malware scanning and text extraction
- Automation & SLANo-code automation rules, per-job-type SLA targets, warnings and escalation
- Capacity PlanningAvailability, workload forecasting, utilization thresholds and load balancing across staff
- Reporting & AnalyticsWIP, aged receivables, realization, profitability and utilization reporting
- Security & Access ControlRole permissions, per-user data scopes, visibility rules and an immutable audit log
- Solo & Small FirmsReplace the folder-and-spreadsheet stack without a six-month implementation
- Growing FirmsStandardised workflows, approval gates, SLA targets and per-team data scopes
- Switching PlatformsStaged CSV import with review at each step, including CCH iFirm exports
See Praxio on your own engagements.
Book a walkthrough and we'll configure it around the way your firm actually works — your engagement types, your review steps, your billing model.