Deliverable
Practice Management
Clients, deals, engagement letters, and requests — the firm-side tooling that keeps the work moving.
How HaiFi does this
The workflow, step by step.
Every step captured in the audit log. The AI's reasoning chain is stored with the entry — your team can audit what was decided, why, and where the AI was unsure.
- 1
Manage the client roster
Every active client, their entity types, their ledger system, their close cadence, their assigned RDA. The single source of truth your team works against.
- 2
Track deals through the pipeline
Prospect → qualified → proposal → engagement letter → onboarding → live. Stage moves logged with timestamps and owner; deal velocity surfaces where the pipeline is stuck.
- 3
Generate engagement letters
Pull the firm's letter template, prefill with the deal's services, scope, and pricing, and send for e-signature. Signed letters tied to the client record automatically.
- 4
Send and track client requests
Request documents, approvals, or information from clients with a public link — no client login required. Responses logged against the engagement.
- 5
Audit log on the firm side
Every deal stage change, every letter sent, every request — captured in the audit log with who, when, and why. Mirrors the GL-side audit discipline.
- 6
Hand off to delivery
Once a deal closes, the client roster, engagement scope, and delivery cadence flow into the bookkeeping workflows. Your RDA sees the full picture from sales to close.
What you get
The deliverable, productized.
A firm operating system: live client roster, deal pipeline, signed engagement letters, outstanding client requests, and a complete activity log across the firm side.
Without HaiFi vs. with
The time you get back.
Spreadsheet for clients. Different spreadsheet for deals. DocuSign or PandaDoc for letters. Email threads for requests. Nothing tied together — when a deal closes, the bookkeeping team finds out by reading an email and copying the client into the system.
Single firm-side workflow tied to the delivery workflow. Letter sent, deal closed, client lands in the roster, and your RDA picks up the engagement with full context — no handoff drift.
Related deliverables
Expense Classification
Every transaction categorized with the right GL account, contact, and class — bank feed in, audit-ready entries out.
Balance Sheet Reconciliation
Tie out every balance sheet account each period with supporting workpapers and variance commentary.
Financial Statements
Polished P&L, balance sheet, and cash flow on demand — branded for your firm or client.
Deploy Practice Management in your firm.
Talk to an RDA. Assess. Pilot. Scale. Ready to scale firm-wide in 90 days.