Every screen, step by step
What to click, in the order you click it — and what the system does on its own once you do. Written for the person doing the work, not for a developer.
Your dashboard
The first screen you see each morning: what needs your attention today, across every part of your firm.
Leads
Track every enquiry from first contact to signed client — and let the daily follow-up digest do the chasing.
Businesses
Your client list: company details, the people you deal with, and the switches that control what each client is sent.
Services and packages
Price your work once, then reuse it on every proposal and invoice — including bundles sold at a package price.
Proposals
Build a proposal from your service list, send it for the client to approve online, and price extra work afterwards without reopening the signed document.
Onboarding a new client
Turn a signed proposal into a live engagement: collect documents and portal logins, set up billing, and hand the client a link that needs no password.
Compliance
Set up the filings your firm handles, attach them to clients, and let the calendar emails and reminders run themselves.
Tasks
The firm's work in one place — what is due, who has it, what is stuck waiting on a client, and what is ready to bill.
Invoices and billing
Turn agreed work into invoices, run them through approval, send them, and record payment — with the queue showing what is ready to bill.
Emails
Client mail, filings and follow-ups in one inbox — sorted by client, with drafts written for you and bulk sends to a whole category.
Automation
The bot checks the government portals each day, closes filings that are already done, and collects documents from clients before a filing falls due.
Notices
Government notices for every client, fetched from the portals automatically and tracked through to resolved.
Reimbursements
Staff expenses from claim to payment — with a two-step approval, and billable costs pushed through to the client's invoice.
Client feedback
Feedback asked automatically when work finishes — concerns raised early, testimonials collected, referrals captured.
DPDP compliance
The register of why you hold each client's personal data, the consents you were given, and the audit trail behind both.
Team and departments
Add your people, decide what each of them can open, group them into departments, and understand which of them costs a seat.
Account and firm profile
Your own details, your firm's profile and branding, departments, connected apps, and the activity log.
Billing and subscription
Your own plan with PracticeStacks: what it includes, how seats are counted, which add-ons exist, and how to change any of it.