all the tools

you'll need to take control of your workflow

Custom Workflows

Setup powerful workflows for any business processes

Record Anything

Configure data fields to record any type of relevant data.

Make Documents

Generate documents on-the-fly in PDF and Word format.

Effortless Emails

Generate and send emails on-the-fly using custom email templates

Billing's a breeze

Generate invoices integrated with your accounting platform

Smart Automation

Use smart automation to save time and reduce error

Data as you like it

Use simple and intuitive data interfaces to setup custom data views to gain an overview of what's going on in your business

Blisteringly Fast. Display, filter, rearrange and sort through 10,000s of records in real time.

Custom data views. Create and save shortcuts to quickly switch between the custom data view you need to see it.

Automation

Set up powerful time and cost saving workflow automations

Automate anything. Setup triggers that fire actions when conditions are met.

Maintain Oversight. Fire actions automatically or queue for approval.

By the numbers

Stay focused on your business

Practmatic's intelligent workflow automations can help you drive down admin time to save costs and reduce errors

min

saved by automating just one task

min

saved for 24 tasks in a day

+ hrs

hours saved per month

Screenshots

Configure custom data views to gain oversight

Filter and display tasks in real time

Display data columns for any custom data type

Get custom oversight of each of your matters in progress

Generate and send emails on-the-fly from templates

Generate Word or PDF documents from custom templates

Generate invoices on-the-fly from templates that integrate with your accounting software

Create time entries for fix amounts or time based rates

Filter and mass invoice time entries

Customise the steps that define your custom workflows

Configure custom data fields to record any type of data

Upload document templates for compiling Word and PDF format documents on-the-fly

Generate invoices synced with your accounting platform

Generate emails from templates with custom data field placeholders

Monitor emails and send from your own email account

Receive client input directly from web forms on your website

Mass drop documents for intelligent rules based processing

Auto process admin tasks to save time

Queue automation actions for approval

Start today

Manage your workflow the easy way

Save time and cost to focus more on what's important in running your business

Try before you buy

Free Account

Fully functional account

Manage up to 50 jobs

Daily data backups

Upgrade when ready

No credit card required

Create Free Account

Pay-as-you-Grow

$ 39 user/mo

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Flexible, simple billing

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Hello workflow

Time and cost saving workflow automation helpware to help you manage your

Workflow

Tasks

Contacts

Communication

Documents

Invoicing