Firm management
Run the firm, not just the returns.
Included in: Professional plans
Members, roles, engagements and a view of who is carrying what across the practice.
Members and roles
Who is in the firm, what they can reach, and what happens when they leave.
Clients and engagements
Every client relationship, its status, and who is responsible for it.
Capacity you can see
Where the work is sitting across the team, before it becomes a bottleneck.
How it works
- 1
Add your team
Invite members and give them firm roles.
- 2
Bring in clients
Invite them, or accept them from the marketplace.
- 3
Run the practice
Projects, tasks and engagements in one place instead of four tools.
Firm management questions
Deactivate the member and transfer their work — clients are not stranded on a departed colleague.
Yes. Client visibility is controlled per member.
Try firm management free for 14 days
No credit card required. Bring your existing books with you — imports never count against your plan.