Practice

Practice has everything you need in one place because you don’t have time to tape it together. Features include:

- Track complete client records -
No need to jump between tools. With our client records, you will see every client interaction (appointments, notes, files, forms, links, and invoices) in a neat, unified place.

- Encrypted client portal -
Chat privately in a space dedicated to your relationship with your client. Within our client portal, you can see every interaction with your client (invoice sent, form submitted, etc) as well as communicate through chat or voice memos.

- Scheduling, payments, forms -
Get everything in your office backend organized in one place, talking to each other through our Smart Actions automations.