Getting Started
Quick Start
A 10-minute tour of the Practiq workspace and the first workflow to set up.
Before you start
Practiq is in early access. These instructions describe the end state of the onboarding flow — the production signup is handled today via the waitlist.
Your first 10 minutes
Once you're in the workspace, here's the path most firms take on day one:
- Connect your primary system of record (QuickBooks, Clio, HubSpot, or upload a client list CSV)
- Let Practiq ingest the last 90 days of client activity — this runs in the background
- Open any client to see the auto-generated brief and chat with the AI in that client's context
- Review the proactive inbox — items Practiq flagged overnight that may need your attention
- Invite a teammate; their view inherits all the client context you've built
What to try first
Pick one client you're about to meet with. Open their workspace, ask for a pre-meeting brief, and note how long it takes compared to your current prep workflow. Most firms report 80-90% time savings on this single task.
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.