PRACTICE MANAGEMENT
A client record should tell you more than a name and an address. alloc is being built to connect the people, services, deadlines, work and fees behind every relationship.
Join early accessProduct in development. Explore the direction, help shape what comes next.
THE CLIENT AT THE CENTRE
A person can be a director, an individual client and the contact for several companies. Different teams can work on different services for the same relationship. The client record needs to keep those connections clear.
Bring people, businesses and engagements together so the team can understand who it is working for and what it has agreed to do.
The wider platform direction connects proposals, engagement terms, information requests and onboarding checks to the work that follows.
The planned email and client-experience connections bring relevant requests and records closer to the client’s work.
FROM DEADLINE TO DONE
A due date is only the start. The practice also needs to know who owns the work, which records are missing and what needs review. alloc’s workflow design connects that detail.
Bring obligations and the work needed to meet them into the same client picture.
Use stages and tasks to make responsibilities and handovers clear across recurring services.
The AI direction adds assistance for finding blockers, preparing requests and explaining outstanding work, with your team controlling the next step.
THE PRACTICE’S OWN NUMBERS
Time, work in progress and fees belong alongside the client and engagement. alloc is designed to bring those records together so the practice can understand the work behind its billing.
The wider reporting direction connects operational progress with the numbers that help a practice plan capacity and understand its services.
Practice-management capabilities are arriving in stages. The feature overview shows the current distinction between preview, upcoming rollout and planned development.
YOUR QUESTIONS
It covers how the firm organises client relationships, engagements, deadlines, jobs, communications and its own time and fees. In alloc’s wider design, that operational view also connects to the books and compliance work.
The shared client record links practice work to source documents, bookkeeping, compliance and client collaboration. That connection is the organising principle of the platform.
alloc’s current focus is UK accounting practices managing work across multiple clients and services.
THE WHOLE PRACTICE. ONE PLATFORM.
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