FAQ

General

General questions about Practiq — what it is, who it's for, and how it compares.

How is this different from using ChatGPT with my client data?

A general-purpose chat tool has no persistent per-client memory, no system-of-record integrations, no approval workflow, and no multi-user sharing model. Practiq is the workspace layer that turns an LLM into something a firm can actually run on.

Do I need technical expertise to use Practiq?

No. The primary interface is chat and approval queues. The firms using Practiq today are professional services teams, not engineering teams.

What happens to my workflow during onboarding?

Onboarding is designed to run alongside your existing tools for the first 30-60 days. Nothing in your current stack has to change on day one. Firms typically consolidate in their own time as they build trust in what Practiq is doing.

Is there a trial?

Early-access firms get a 30-day evaluation period that includes hands-on onboarding help. Request access here.

More details coming soon. Request early access to get notified when this page is expanded.

Ready to try Practiq?
Early access is open for boutique professional services firms.
Request Early Access