Client Management
One client record instead of five spreadsheets.
Client details, applicable services, documents, and communication history end up scattered across spreadsheets, email, and someone's memory. PracticeFlow gives every client a single record your whole team can see and work from.
The daily reality
Client information scattered across tools slows everyone down.
No single source of truth per client
One team member has the client's GST number in a sheet, another has their contact details in their phone, and nobody has all of it in one place.
Onboarding a new client means re-asking for everything
Without a structured record, a new client's PAN, GST registration, and applicable services get collected piecemeal, sometimes more than once.
Staff turnover risks losing client context entirely
When a team member leaves, their informal knowledge of a client's history often leaves with them.
How PracticeFlow helps
A structured client record your whole firm can rely on.
Scattered client data
Centralised client profiles
Every client's details, registrations, applicable services, and documents live in one record, visible to your whole team.
Repetitive onboarding
Structured client onboarding
A consistent onboarding flow captures everything needed once, and ties it directly to the client's compliance calendar.
Lost context on staff turnover
Shared communication & task history
Notes, tasks and communication history stay attached to the client record permanently, independent of which staff member handled them.
No visibility across clients
Firm-wide client dashboard
See every client's status, upcoming deadlines and open tasks from one screen instead of switching between files.
Get started in a day
From spreadsheets to system in three steps.
Add your clients
Bring in your existing client list, or add clients as you onboard them, with their applicable services.
Build each client's profile
PracticeFlow keeps registrations, documents, tasks and history together against each client automatically.
Your whole team works from one record
Staff, and the client themselves via the portal, see one consistent, up-to-date client profile.
Launch pricing
Pricing that fits a growing practice.
Launch pricing, shown for planning. Waitlist firms will be offered these rates at launch.
Starter
₹999/month
- 1 user, up to 25 clients
- Recurring task engine
- Basic notifications (email)
- GST invoicing
Professional
₹2,499/month
- 5 users, up to 100 clients
- All Starter features
- Client portal
- WhatsApp notifications
- Document management
- Workflow checklists
Firm
₹4,999/month
- 15 users, unlimited clients
- All Professional features
- Priority support
- Dedicated onboarding call
- Custom branding on client portal
Launching soon · No payment now · Founding firms get launch pricing
Questions
Frequently asked questions
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Ready to run your firm without losing track of a single deadline?
Launching soon — founding firms get early access and launch pricing.