What is Practiq?
Practiq is an AI-native workspace for boutique professional services firms managing 30-200 client relationships.
An AI workspace built for multi-client work
Practiq is a workspace for boutique professional services firms — accounting practices, small law firms, boutique consultancies, HR advisors, and marketing agencies — managing 30 to 200 active client relationships across a small team.
Instead of switching between QuickBooks, TaxDome, Google Drive, Slack, and a dozen open tabs to rebuild context every time a client name comes up, Practiq keeps the full picture of each client in one place and lets the AI do the reconstruction for you.
What makes it different
Most tools treat AI as a button you press after doing the work. Practiq treats AI as a teammate that has already done the preparation before you sit down. The distinction matters most during tax season, month-end close, or anywhere a small team is asked to hold context for hundreds of clients at once.
- Per-client memory that persists across sessions and team members
- Proactive briefings so the first thing you see each morning is what changed overnight
- Draft-first outputs — emails, memos, statements — ready for your review, not a blank page
- Approval workflows that preserve professional judgment at every high-stakes step
Who should read this
If you run or work at a firm where one person holds context for 30+ clients and the context switching tax is a real business problem, these docs are for you. Start with Quick Start, then skim Key Concepts.
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