Key Concepts
The vocabulary Practiq uses — clients, context, briefings, approvals, and outputs.
Clients
A client is the atomic unit in Practiq. Every piece of context, every draft, every conversation is scoped to a single client and isolated from the others. Switching between clients is a one-click operation that swaps the entire working context.
Context
Context is the persistent memory Practiq maintains per client — financial position, recent correspondence, preferences, deadlines, past decisions, and anything else the AI needs to act as if it has been on the engagement the whole time.
Briefings
A briefing is a short, generated summary of what has changed and what needs attention for a given client or across your portfolio. Daily triage briefings run overnight; on-demand briefings are available any time you open a client.
Approvals
High-stakes actions — sending a client email, filing a return, signing off on a financial statement — flow through an approval queue rather than being automated end-to-end. The AI prepares; the professional signs.
Outputs
Outputs are the artifacts Practiq produces on your behalf — drafted emails, spreadsheets, memos, reconciliations. Every output is versioned and traceable back to the context and prompt that produced it.
More details coming soon. Request early access to get notified when this page is expanded.