Practice management Software that starts before the client says yes.
Your tax and ledger software handles the returns. FigsFlow runs everything else — pipeline, proposals, engagements, jobs, time, documents and billing. One client record. No re-keying.
One practice. One live view. Go ahead, click around.
The average US firm runs on four tools that don't talk to each other. The gaps between them are where margin goes to die.
Nothing here is hypothetical. This is one week, reconstructed from firms that switched. Walk it moment by moment — and flip the phone between the two realities.
Everything a firm runs on, grouped the way you work
Pipeline, scoping and pricing, in the same place as the engagement.
Jobs that create themselves, deadlines nobody has to remember.
A portal clients actually use, because it asks one thing at a time.
FigsFlow sits on top of what you already pay for.
AI drafts and triages. People still approve.
Two minutes, one client, inquiry through to invoice. No form, no sales call.
Take the tour
One record, from first inquiry to final payment
Most firms run the sale in one system and the work in another, then spend the year reconciling the two. FigsFlow keeps both on the same client record, so nothing is retyped and nothing is lost at the handoff.
Your documents stay in your SharePoint
FigsFlow does not become another place your client files live. Documents are written into your own tenant, under your retention policy, with your access controls — and they are still there in Explorer on Monday morning.
FigsFlow holds the workflow. Your tenant holds the files.
Realization, budget and WIP, the way partners read them
Time tracking that answers the question a partner actually asks — which clients are worth what we charge them, and which are quietly funded by everyone else.
Write-up and write-down are recorded at billing, per job, so the realization number is the real one.
Three ways in, depending on how you'd describe your firm
Same platform underneath. These pages just start the conversation where you are.
What's available in the US today
The US release covers the whole practice. It does not yet cover US-specific regulatory work, and we would rather you knew that now than in month two.
See the full availability matrixSee it run on one client, end to end
Thirty minutes with someone who has worked in a practice, not a script. Bring your messiest client.