Practice workflows

We map your ops, then build what you need

These pages show example flows from real practice systems and demos: the morning brief staff open first, chase and approve loops, client still-needed lists, and Xero handoff. They are not a fixed product menu. You decide the packs, channels, approvals, and modules that belong in your build.

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How we work

Custom each time, not packaged modules

We sit with how your firm already files, chase, and review. Then we build a system around that day-to-day rhythm. The examples below come from work like the live portal demo: Today navigation, batch chase, approve clean, and client checklists. Use them to recognise a problem, not to pick a SKU.

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Important

Examples of flows, not a feature menu

If a page below matches a pain you recognise, that is a starting point for discovery. We still map your ops and build what your firm needs. Nothing here is an off-the-shelf catalogue you pick from a cart.

Example flows

Workflows that sit inside the working day

Start with the brief, chase, or handoff that hurts most. Your project may include one of these, several, or something we have not listed here.

01Morning brief with daily practice suggestionsOpen Today and get suggested chases, clean approvals, and exceptions before the inbox takes over.View example

02Document chase with multi-channel remindersOne outstanding list, reminders on the channels clients actually answer.View example

03Today's packs workbench for filing jobsToday's packs workbench for VAT, SA, and year-end: queues, batch actions, and checklists in one place.View example

04Approve clean, hold the exceptionsApprove clean uploads in a batch. Hold exceptions for a proper look before Xero.View example

05Invoice processing to Xero handoffClassify and extract invoices for review, then hand clean data toward Xero.View example

06What we still need from the clientClients see exactly what the firm still needs, with deadlines and re-upload notes.View example

07Client uploads and messaging in one placeClient portal uploads and messages tied to the same pack, not a side chat.View example

08Custom modules, scoped to your firmPayroll, onboarding, reporting, or whatever you choose. You decide the scope.View example

Explore

Related on the site

Practice value assistantAnswer a few questions for an illustrative summary of what could change.

Software for accountantsHow we approach practice systems for UK accounting firms.

Business automationReminders, chases, and handoffs without inbox babysitting.

Our processDiscovery first, then a clear project price in writing.

Workflow systems guideLonger guide on custom stages and reminders for accounting firms.

Recognise a chase that hurts?

Book a free discovery call. We will map the flow that costs you most and tell you if a custom build is the right next step.

Request a discovery call See how we work