The future of practice management is here.

Fiona · Team & Tasks

The right work, with the right person.A clear next step for every client.Reconnect with a reason.Agree the work before it grows.Keep completed work moving toward payment.The right work, with the right person.

Fiona turns engagements into tasks with owners, deadlines, and handoffs. She coordinates routine work within your rules, flags overloaded teammates, and brings reassignment options to you before deadlines slip.Fiona keeps the client’s engagement, conversations, and open requests connected to the work plan. She spots missing information, prepares reminders, and flags when a deadline or handoff needs your attention.Fiona helps you stay in touch beyond the last engagement. She surfaces past clients due for a check-in, uses your relationship notes to draft relevant outreach, and tracks the follow-through. You choose who to contact and which services to discuss.Fiona prepares engagement letters and checks new requests against the agreed scope. When a client asks for more, she drafts a scope and fee adjustment for your review, follows up for signatures, and prepares the team’s next tasks.Fiona brings time entries, completed work, and agreed fees together, flags gaps, and prepares invoices for approval. She coordinates payment reminders within your policies and routes disputes or payment-plan requests to the right person.Fiona turns engagements into tasks with owners, deadlines, and handoffs. She coordinates routine work within your rules, flags overloaded teammates, and brings reassignment options to you before deadlines slip.