Coordinate client work from one operating view.

ProGrid brings client records, assignments, deadlines, time, billing and receipts into one workspace, so the team works from the same operational context.

In ProGridClient, work and billing records stay linked across supported modules.

DashboardWork allocationTo-dosAttendance

02 · CLIENT CONTEXT

Keep client information consistent across every supported workflow.

Maintain core client details, groups, registrations, contacts and status once, then reuse that context in work, compliance, billing and reporting.

In ProGridClient context follows the work instead of being recreated in each module.

Client masterGroupsRegistrationsClient files

03 · WORK OWNERSHIP

Give every assignment an owner, status and next action.

Work allocations and to-dos make responsibility visible at the point where client work is managed.

In ProGridOwnership and status remain attached to the work record.

Work allocationTo Do ThingsOwnershipStatus

04 · DEADLINE CONTROL

Manage recurring obligations with defined rules and recorded completion dates.

Set up compliance forms, assign them to clients, maintain period rules and update actual completion dates as work closes.

In ProGridRecurring obligations are tracked as records with defined status and dates.

Compliance formsClient assignmentsYear rulesActual dates

05 · BILLING

Move completed work into billing with client context intact.

Time and completed work can remain connected to the client while invoice lines, adjustments and credit notes are prepared.

In ProGridBilling can be prepared from recorded client work and its existing context.

TimesheetsLoad workInvoice linesCredit notes

06 · RECEIPTS & OUTSTANDING

Keep invoices, receipts and outstanding balances in the same trail.

Record payments against invoice history and review pending balances from the same client and billing context.

In ProGridThe invoice lifecycle remains connected from billing through collection.

PaymentsPending billsOutstandingInvoice status

07 · REPORTING

Use operational records directly in reports, print views and exports.

Billing, client, ledger, timesheet, work-allocation and compliance reports are generated from records the team is already maintaining.

In ProGridOperational records remain available for review, print and export from the same system.

Billing reportsLedgerWork reportsPrint / Excel

08 · CONNECTED OPERATIONS

One operational system for professional firms.

ProGrid connects client records, work, deadlines, team time, billing, receipts and reporting in one workspace for professional service firms.

In ProGridUse the modules your firm needs while keeping shared client and work context connected.

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