Project Management
PracticePro 365 turns engagement planning and execution into a structured, transparent process. Give your team the clarity, accountability, and tools they need to stay on schedule and on budget.
Task Management
Keep your team aligned from kickoff to delivery.
- Assign, track, and prioritize tasks across multiple engagements in real time.
- Automate reminders and escalation workflows to ensure nothing slips through the cracks.
- Visualize workloads and deadlines for better capacity planning.
- Empower staff to focus on high-value work – not administrative chaos.
Task Workflows
Standardize how work gets done.
- Build structured workflows that mirror your firm’s engagement lifecycle.
- Automate repetitive steps like onboarding, document collection, and review cycles.
- Ensure consistency across departments, offices, and service lines.
- Minimize errors and delays with approval gates built into every stage.
Budgeting & Forecasting
Plan confidently and protect profitability.
- Build forecasts that align with real capacity, timelines, and billing cycles.
- Monitor budget vs. actual in real time, ensuring early visibility into risks.
- Support partner decision-making with predictive modeling and scenario planning.
- Align financial strategy with operational performance.
Stop managing projects reactively. Start leading with clarity, accountability, and control.