Practice Management glossary
Browse the site's published reference terms and opted-in content.
15 entries in this view.
C
Client Mobile AppGlossary term
A mobile app clients use to review requests, upload documents, and approve items from the portal on the go.
Client PortalGlossary term
A client-facing space for document requests, uploads, and approvals, designed to ask for one thing at a time rather than presenting a long list at once.
CRM and PipelineGlossary term
The system that tracks a prospective client from first inquiry through to a signed engagement, capturing where the lead came from and where it sits in the sales process.
E
E-signature for Engagement DocumentsGlossary term
Electronic signing of engagement letters and related practice documents, live in the US today (distinct from e-file authorization signing, which is on the roadmap).
Engagement LettersGlossary term
The signed agreement that formalizes the scope of work with a client; in FigsFlow, signature on the letter is the trigger that auto-creates the related jobs.
F
Firm DashboardGlossary term
A single screen summarizing the health of the practice — realization, budget usage, aging work-in-progress, and days outstanding — read the way a partner would ask for it.
Forms and Information RequestsGlossary term
Structured document or data requests sent to a client through the portal, dispatched automatically once an engagement is signed.
J
Jobs, Tasks and DeadlinesGlossary term
The unit of work created from a signed engagement, broken into tasks with owners and due dates, so nothing has to be remembered manually.
M
Meetings and SchedulingGlossary term
Booking and calendaring tools for client meetings, tied to the same client record as jobs and billing.
P
Pricing and QuotingGlossary term
The firm's own fee rules applied to a proposal, so quotes for recurring services (e.g. monthly close, payroll, tax prep) are priced consistently rather than worked out from scratch each time.
ProposalsGlossary term
A priced, scoped document sent to a prospective client that, once signed, converts directly into an engagement and a set of jobs — without re-keying the details.
S
StripeGlossary term
Test
T
Team and CapacityGlossary term
A view of who on the team is assigned to what, and how much bandwidth they have left, used to balance workload across staff.
Time and BillingGlossary term
Tracking hours logged against a job's agreed budget, then converting that time into an invoice sent to the firm's accounting software.
W
Workflow TemplatesGlossary term
A reusable checklist of steps for a recurring service type (e.g. monthly close, 1120-S prep) that can be applied to a new job instead of building the process from scratch each time.