PracticeOne
S.J. Corporate Services
local

⚡ Needs your attention

👥 Team load (open tasks)

📡 Compliance radar — next 30 days

⚡ Human moments — batch & clear

OTPs, DSC signing, approvals, payment authorisations, partner reviews. Do these in one sitting instead of being interrupted all day.

🤖 Delegate to agents

Steps an AI agent can run. 📋 Brief copies a ready-to-paste prompt (client, step, substeps, portal) for Claude — paste the result back, tick the step.

📋 Step queue — running now

Every playbook step whose start date (due date + lead time) has arrived, across open tasks.
Everything we sell — each service carries its compliance deadlines and delivery playbook.

🏛️ Portal integrations — what agents can do where

💰 Bill follow-up — one client, one conversation

Outstanding is consolidated across every firm and read from the ledger, so each firm's split always agrees with its own books. 💬 Remind opens a prefilled WhatsApp message grouping the bills by firm under one total. 📄 Statement issues one firm's own document — what a client disputing a bill will ask for.

📨 Doc Chaser — who owes us what

Built automatically from each open task's playbook document list (next 30 days). 📲 opens a prefilled WhatsApp message to the client; click a document chip when it arrives — it's logged into the Register with a suggested Drive folder. ◻️ not requested · ⏳ requested · ✅ received.

🏢 Firm profile

🧰 Service categories

Broad groupings used on tasks & filters. The full catalog of what we sell lives in 🗂️ Masters → Services. Team is in Masters → Team.

🏛️ Branches / firms

💾 Data

Until a Supabase project is connected below, all data lives in this browser (localStorage) and nowhere else. Export a backup regularly either way — same discipline as NCS One.

☁️ Cloud & multi-user

⚠ Use PracticeOne's own Supabase project — never NCS One's. Run supabase/01…sql, 02…sql and 03…sql in the SQL editor first, then add each person in Auth plus a memberships row. Upload this browser's data is the one moment local data crosses into the firm's shared tenant — do it once, from the machine holding the real books, after exporting a backup.