Most software gives you a login. We give you a UK specialist.
Six steps. One UK specialist. The 90-day playbook is the churn-killer — always shown with a named specialist attached.
From sign-off to go-live in 90 days.
Practice audit · core setup · client comms · AML & phone · team training · go-live review. Always in this order. Always with the same UK specialist.
How does PracticeBase onboarding work?
PracticeBase onboarding is a 90-day operating change, not a login handover. The first phase maps the current stack and signs off the migration plan. The middle phases configure practice management, ledgers, client communications, AML or CDD evidence and phone workflows. The final phase trains the team, checks go-live readiness and reviews the first live operating cycle.
Book a 20-minute practice review.
One call with a UK specialist. We map your current stack, score your vendor sprawl, and show you what an avoided hire looks like in your numbers. No sales theatre.