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Running the firm

Run the Firm on the Same Calendar as the Work

Jobs that come from each client’s obligations, a board by stage, reviews before anything is filed, timesheets, capacity and firm billing. The partner sees the whole firm at nine in the morning.

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Work · October

48 clients

Preparing2

  • Tejas Pharma

    TDS · Q2

    Sneha Kulkarni

  • Periyar Spices

    GSTR-1 · Sep

    Sneha Kulkarni

In review1

  • Kaveri Looms

    GSTR-3B · Sep

    Rohan Mehta

With client2

  • Sabarmati Ceramics

    AOC-4

    Director

  • Nakshatra Foods

    Statements

    Client

Filed1

  • Vridhi Exports

    GSTR-1 · Sep

    Ananya Patil

Reviews move a job forward only when a second person signs off.
01

01 · What it does

Practice management, Line by Line

What each part does, and which plans include it. Plan lines come from the same entitlement registry the product enforces.

  • 01

    Jobs from obligations

    Each client’s returns become recurring jobs with due dates from the rule tables.

    All plans

  • 02

    Boards, tasks and checklists

    Kanban by stage, subtasks and dependencies, and a checklist for each job type.

    All plans

  • 03

    Reviews before filing

    A maker-checker step so a second person signs off before a return is filed.

    Professional and up

  • 04

    Pipelines and automations

    Jobs move to the next stage on their own when the work is done.

    Professional and up

  • 05

    Timesheets and budgets

    Timers and manual entries, billable flags and budgets per job.

    Professional and up

  • 06

    Capacity and workload

    Who has room this week, and who is carrying too much.

    Professional and up

  • 07

    Request catalogue

    Services clients can request, with price, required documents and steps.

    Professional and up

  • 08

    Proposals and firm billing

    Engagement letters with e-sign, recurring retainers, WIP and profitability.

    Professional and up

02

02 · How it runs

The Firm’s Week, Without the Spreadsheet

From the obligation to the invoice, in one place.

  1. 1

    Obligations become jobs

    The calendar creates the month’s jobs for every client.

    Automatic

  2. 2

    Work is assigned

    Managers assign by capacity and drag work when someone is on leave.

    Manager

  3. 3

    Reviews close the loop

    Nothing is filed until the reviewer signs off.

    Partner

  4. 4

    Time becomes an invoice

    Billable time and fixed fees roll into the client’s invoice.

    Partner

03

03 · Where Veda helps

Veda Briefs You Before the Client Call

Before a meeting, Veda summarises a client’s open work, filings and messages, with links to each record.

  • A one-page brief per client, from the records themselves
  • Open items and overdue work listed first
  • Shared with the client only if you choose to
  • Veda proposes. A person with the right role approves.

Patil & Associates · Today

9 Oct, 09:00 IST

  • Kaveri Looms

    Draft ready

    GSTR-3B · Sep · Rohan Mehta

  • Sabarmati Ceramics

    Board approval

    AOC-4 · FY 2025-26 · Ananya Patil

  • Tejas Pharma

    Preparing

    TDS return · Q2 · Sneha Kulkarni

  • Nakshatra Foods

    Reminded twice

    Bank statements · Sep · Client

  • Vridhi Exports

    Filed

    GSTR-1 · Sep · Ananya Patil

Veda has 3 proposals waiting for review
04

04 · Forms and neighbours

Covered Forms, and What It Works With

The forms and records this module prepares, and the modules it shares data with.

  • Jobs
  • Reviews
  • Timesheets
  • Capacity
  • Invoices
  • Proposals

Questions

Practice management Questions

Ask anything else in the demo, with the product open.

  • Can we bill clients from OneTrails?

    Yes. Firm invoices, recurring retainers and payment links are built in, with proposals and profitability on Professional and above.

  • Does it replace our task tracker?

    For client work, yes. Jobs come from each client’s obligations, so the board and the compliance calendar are the same thing.

  • Can we set who reviews what?

    Yes. Roles decide who can prepare and who can approve, and custom roles come with Professional and above.

Practice management in a demo

See Practice management With Your Own Clients.

We set up a demo workspace with work like yours and walk through a real month, approvals included.

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