PracticeGrid is the umbrella brand for the products we build for accountancy and
bookkeeping firms. That means CinchFlow for workflow and client
management, and DraftBox for AI-generated email drafts. Additional
modules will be added as the platform grows.
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Most firms will begin with CinchFlow to replace spreadsheets and ad-hoc
task lists with a more structured way of tracking work. DraftBox can be
added for individuals or teams who handle a high volume of email and want AI-written drafts
to speed up responses.
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CinchFlow – workflow & client management
A practice-management workspace for organising clients, services and recurring jobs,
so your team always knows what’s due, who owns it and what happens next.
Bring client records, services and key details together.
Turn recurring work into jobs with owners and due dates.
See upcoming deadlines, bottlenecks and workload at a glance.
Help everyone follow the same steps so work is completed reliably.
An email assistant that connects to your mailbox via OAuth and prepares AI-assisted reply
drafts for incoming messages, so your team replies faster while staying in control.
Connect individual or organisation mailboxes securely via OAuth.
New emails appear in DraftBox ready for reply generation.
AI-written replies are saved into each user’s drafts folder.
Users review and edit drafts before anything is sent.
UK accountancy · Bookkeeping firms · High-volume email teams
PracticeGrid is built for accountancy and bookkeeping teams who want predictable delivery and less manual chasing.
Below are the most common roles we help and how our products solve their problems.
Partners & owners — Gain clear oversight of deadlines, client commitments and firm capacity so you can manage risk and plan growth. (CinchFlow: dashboards & reports).
Managers — Coordinate people and tasks with visibility into what’s due, what’s blocked and who owns each job, reducing follow-ups and firefighting. (CinchFlow: job ownership, recurring jobs).
Support & administrative teams — Move from ad-hoc lists to repeatable processes and structured job queues so work gets done consistently. Combine with DraftBox to handle repetitive email faster. (CinchFlow + DraftBox).
Client-facing staff & senior advisors — Speed up email responses with AI-drafted replies that you can review and personalise, saving time while keeping control. (DraftBox: draft replies in your mailbox).
If you're unsure where to start, contact our team and we’ll recommend the best product or combination for your firm.
