This area is your starting point for getting set up on PracticeGrid, migrating data, connecting integrations and answering day-to-day questions. It is written for partners, practice managers and staff using PracticeGrid and CinchFlow in their daily work.
Last updated: 27 November 2025
Use the sections below to jump into Getting started, Import guides, Integrations or Release notes. If you cannot find what you need, our support team is happy to help.
Step-by-step guides for setting up your organisation, inviting your team and adding your first clients and jobs so you can start using PracticeGrid and CinchFlow in production.
Help for bringing data in from spreadsheets or legacy tools and resolving common import issues, so you can move onto PracticeGrid with minimal disruption.
Documentation for connecting PracticeGrid to your accounting, email and storage platforms, plus basic API information for advanced teams.
A chronological changelog of new features, improvements and fixes in PracticeGrid and CinchFlow, so you can stay on top of what’s changed.
Onboarding · Firm setup · First clients and jobs
The Getting started guides walk through the core steps to get your firm live on PracticeGrid and CinchFlow with minimal friction. Use them when onboarding your team or rolling the platform out across multiple offices.
These articles are ideal to share internally when training staff or standardising how your firm uses PracticeGrid.
CSV imports · Migrations · Error handling
Import guides help you move data from spreadsheets or legacy systems into PracticeGrid. They focus on practical steps and the most common issues firms run into when migrating.
For larger migrations, you can combine these docs with your own internal playbooks for data cleansing and sign-off.
Accounting · Email & calendar · Storage · API
The Integrations section explains which platforms PracticeGrid connects to and how to configure those connections safely, including permissions and recommended settings.
Use these guides when first enabling integrations, or when reviewing access during periodic security and compliance checks.
New features · Improvements · Fixes
The Release notes section summarises changes to PracticeGrid and CinchFlow in plain language. It is designed so that partners, practice managers and admins can quickly see what has changed and decide whether to update internal processes or training.
Over time, this becomes the main changelog for the platform and a reference when answering “when did this feature ship?” questions.
First, confirm that you are using the correct login URL and email address for your PracticeGrid account. If your firm uses single sign-on (for example via Microsoft 365), make sure you are logged into the correct identity.
If you still cannot log in, use the “Forgot password” link on the login page or email support@practicegrid.co.uk with your firm name and the email address you are trying to use.
PracticeGrid uses role-based access control so that each team member only sees what they need to do their job. Firm admins can manage roles and permissions from the settings area, including who can:
Use these controls to align PracticeGrid with your firm’s internal policies and segregation-of-duties requirements.
If automated emails or reminders appear to be missing, check that the workflow step is configured to send an email and that the client’s email address is correct in their profile.
For deliverability, your firm’s IT contact should make sure your sending domain has correct SPF and DKIM records, and that any third-party email providers you use are included in your DNS configuration.
If problems persist, contact support@practicegrid.co.uk with example recipient addresses and timestamps so we can help investigate.
If you suspect there is a wider issue affecting multiple users or firms, please contact our support team with as much detail as possible, including timestamps and any error messages you have seen.
You can email support@practicegrid.co.uk and we will confirm whether there is a known incident and keep you updated as we work on a fix.
If you cannot resolve an issue via these docs, you can reach the team at:
Support is typically available during UK business hours. If something feels urgent, please include “URGENT” in the subject line and a brief description of the impact on your firm.
We regularly update these docs as PracticeGrid and CinchFlow evolve. Screenshots and wording may differ slightly from your live environment if you are on an older version.
Articles are written to match the live UI as closely as possible and are intended to support internal training, onboarding and process documentation in your firm.