Features
Multi-Format Output
Draft emails, spreadsheets, memos, and reports directly from the workspace.
What you can ask for
Practiq produces finished artifacts in the formats your clients expect rather than paragraphs of text you have to reformat:
- Client-ready email drafts with the tone and salutation conventions you've used before
- Spreadsheets with formulas, formatting, and cell references — not flattened markdown tables
- Memos and briefs in your firm's template with headers, footers, and branding intact
- Reconciliation worksheets pre-populated with the data Practiq already holds
Where the files live
Every generated artifact is versioned inside the client workspace. You can open, edit, and share from there, or export to your existing file system. Nothing disappears into a chat scroll.
What it does not do
Practiq drafts; Practiq does not file. Tax returns, legal documents, and anything with a signature block flow through the approval queue and out to the system of record under the professional's authority, not the AI's.
More details coming soon. Request early access to get notified when this page is expanded.
Ready to try Practiq?
Early access is open for boutique professional services firms.