Microsoft Ecosystem
PracticePro 365 is built on Microsoft Azure – which means your firm’s most essential tools are already connected. Say goodbye to patchwork systems and hello to seamless collaboration, security, and automation.
CoPilot AI Enabled
Boost productivity with embedded intelligence.
- Access Microsoft Copilot directly inside your workflows to surface insights, draft communications, and predict operational bottlenecks.
- Summarize engagement status, identify billing gaps, and automate repetitive tasks with natural language prompts.
- Enable partners and staff to work faster without leaving the PracticePro 365 environment.
- Gain proactive recommendations that help your firm stay ahead of deadlines and client expectations.
SharePoint Integration
Centralize your firm’s documents with secure storage.
- Connect seamlessly to Microsoft SharePoint for real-time file storage, sharing, and version control.
- Eliminate scattered folders by associating engagement files directly with client records.
- Maintain compliance with role-based permissions and audit trails baked into your workflows.
- Access critical files from anywhere – securely and efficiently.
Outlook Integration
Keep your calendar, emails, and tasks in sync
- Sync tasks, meetings, and engagement milestones directly with Microsoft Outlook.
- Associate emails with client records or projects for clear communication trails.
- Automate reminders and notifications tied to project timelines, deadlines, or billing dates.
- Reduce context switching and boost daily productivity.
Power Automate
Automate workflows without writing a single line of code.
- Use Microsoft Power Automate to build conditional “if this, then that” logic across your firm.
- Automate task handoffs, invoice reminders, and approval flows for recurring engagement types.
- Connect to hundreds of other tools without custom development.
- Eliminate manual follow-ups and administrative friction.
Power BI Dashboards
Visualize your firm’s future with clarity.
- Leverage interactive Microsoft Power BI dashboards built directly into PracticePro 365 – no third-party connectors required.
- Personalize dashboards by role, so each user sees the metrics that matter most to their responsibilities.
- Monitor key performance indicators across teams, clients, and service lines with real-time visualizations.
- Quickly export or present dashboards to partners and clients, streamlining reporting cycles.
- Forecast future performance with predictive analytics powered by your firm’s live data.
Enterprise Security
Protect your data at every level with enterprise-level security.
- Hosted on the secure Microsoft Azure infrastructure with SOC 2 compliance, encryption, and disaster recovery protocols.
- Manage access with fine-grained, role-based permissions.
- Maintain audit-ready logs for every interaction across the platform.
- Stay compliant with data privacy regulations without additional IT overhead.
API Integration
Extend your tech stack without sacrificing security
- Access open APIs and webhooks to integrate your CRM, ERP, marketing tools, and more.
- Enable bi-directional data flow for a single source of truth.
- Keep your Microsoft foundation intact while supporting unique firm workflows.
Unify, automate, and scale your firm inside the Microsoft ecosystem.