New: AI Service Radar — surface revenue opportunities across your client book automatically.PRAXIS 2.0
⚡ 15 profession portals · white-label · AI-powered

The command centre
your practice
was built for.

One platform. 15 specialisations. Praxis configures itself entirely around your profession — giving every type of licensed professional a command centre that speaks their language from day one.

2,400+ professionals across 15 practice types·$0 · Card required · Cancel anytime
Real Estate
9 listings active
Palo Alto, CA
2 deals closing
This week
Finance
$1.2M AUM tracked
Portfolio value
12 clients filed
Tax season 2024
Healthcare
47 patients seen
This week
3 referrals sent
Pending review
Architecture
4 projects active
Commercial builds
2 permits filed
City approval
Revenue Radar
+$4,200
↑ 3 upsell opportunities
AI Filing
Drafted
↑ Reviewed & ready
app.caltrixsystems.com/lawyer
Lawyer Portal
James Whitmore · Whitmore Legal
$28.5kAUM
JW
Dashboard
Matters
Clients
Billing
Navigation
Dashboard
Matters
Clients
Tasks
Documents
Billing
⚖️ 3 matters need attention today
$28,500
Revenue
11
Clients
MatterStageValue
Series B ReviewIn Progress$28,500
Employment ClaimDiscovery$12,000
Comm. LeaseNegot.$8,400
app.caltrixsystems.com/accountant
Accountant Portal
Sarah Chen · Chen & Associates CPA
142Clients
SC
Dashboard
Clients
Tax Returns
Invoices
Navigation
Dashboard
Clients
Tax Returns
Invoices
Reports
📊 14 returns awaiting review
142
Clients
14
Pending
ClientStatusDue
Mitchell CorpFiledApr 15
Park & SonsReviewApr 15
Rivera Hold.PendingOct 15
app.caltrixsystems.com/realtor
Real Estate Portal
Marcus Lee · Pinnacle Realty
9Listings
ML
Dashboard
Listings
Clients
Pipeline
Navigation
Dashboard
Listings
Clients
Pipeline
Offers
🏠 2 offers need response today
9
Listings
2
Offers
PropertyStatusPrice
142 Maple StOffer$1.4M
88 Ocean DrActive$2.1M
Sunset 4BPending$680K
LawyersAccountantsReal Estate AgentsFinancial AdvisorsArchitectsConsultantsMortgage BrokersHealthcare PractitionersEngineersInsurance BrokersTax ProfessionalsBusiness CoachesProperty ManagersValuersHR ConsultantsLawyersAccountantsReal Estate AgentsFinancial AdvisorsArchitectsConsultantsMortgage BrokersHealthcare PractitionersEngineersInsurance BrokersTax ProfessionalsBusiness CoachesProperty ManagersValuersHR Consultants
3.2 hrs
saved per week, per professional on average
94%
of users report fewer missed follow-ups within 30 days
15+
profession portals — each configured for your vertical
$0
to start — no card required, full portal access from day one
15 Specializations

One platform.
Every profession.

Praxis configures itself entirely around your profession — giving every type of licensed professional a command centre that speaks their language from day one.

Select your profession →
🏡
Mortgage & Lending
Full loan pipeline, borrower tracking, lender products, document checklists, commission reporting.
Get started →
⚖️
Legal
Matter management, client intake, billing milestones, and document trails.
Get started →
📊
Accounting & CPA
Engagement tracking, deadline calendars, client document requests, and fee scheduling.
Get started →
🏠
Real Estate
Deal pipelines, commission tracking, client portals, and document execution flows.
Get started →
📈
Financial Advisory
Client portfolios, compliance documentation, meeting workflows, and fee scheduling.
Get started →
🏥
Healthcare Practices
Patient intake workflows, appointment pipelines, provider assignment, and compliance notes.
Get started →
💼
Consulting & Advisory
Retainer management, deliverable tracking, client-facing workspaces, and reporting.
Get started →
🏗️
Engineering & Architecture
Project phases, scope management, subconsultant coordination, and milestone billing.
Get started →
🎓
Education & Coaching
Student pipelines, curriculum delivery, session tracking, and outcome reporting.
Get started →
🔒
Insurance Brokerage
Policy pipelines, renewal tracking, carrier management, and claims coordination.
Get started →
🧪
Research & Science
Study pipelines, subject management, protocol tracking, and lab billing.
Get started →
⚙️
IT & MSP
Ticket pipelines, client SLA tracking, asset management, and recurring billing.
Get started →
🎨
Design & Creative
Project briefs, revision workflows, feedback channels, and asset delivery.
Get started →
🏋️
Fitness & Wellness
Client sessions, program delivery, payment tracking, and attendance management.
Get started →
🌿
Environmental & Sustainability
Project pipelines, compliance tracking, audit management, and stakeholder reporting.
Get started →
How It Works

From signup to
full operational control.

No guesswork. No duct-taping tools together. Your profession-specific command centre is ready in under 60 seconds.

Start for free →
  1. 01
    Select your profession
    Choose from 15 pre-configured portals. Praxis immediately maps itself to your vertical — your terminology, your workflows, your metrics.
  2. 02
    Your portal is provisioned
    Within seconds your command centre is live. Every module, label, and workflow is pre-loaded for your specific practice type.
  3. 03
    Import your clients & data
    Bring in existing clients, contacts, and records. CSV, CRM integrations, or start fresh — Praxis meets you where you are.
  4. 04
    Operate with full visibility
    Run your entire practice from one screen. Clients, billing, tasks, documents, and AI insights — all connected from day one.
Platform Features

Built for operators,
not spreadsheet users.

Every feature is architected around real workflow execution — not demos.

AI Service Radar
Surface revenue opportunities automatically
Praxis scans your entire client book and flags upsell moments, expiring engagements, and clients overdue for follow-up — before you miss them.
Profession Portals
15 vertical-specific command centres
Each portal is pre-loaded with the terminology, workflows, and metrics of your exact profession. No configuration. No consultants.
Client Management
Structured client workspaces
Every client gets a dedicated workspace — documents, communications, tasks, and billing history all in one place.
Billing
Stripe-native invoicing & subscriptions
Create invoices, manage retainers, and automate recurring billing. Fully integrated with Stripe — no double-entry.
Team
Role-based access control
Owner, Admin, Member — each role enforces a different permission boundary. Collaborate without exposing sensitive client data.
Analytics
Real-time performance dashboard
Monthly revenue, pipeline conversion, client retention, and task completion — all updated live from your operational data.
What professionals say

Built for your practice.
Loved by your peers.

★★★★★

Praxis cut my weekly admin in half. Having a portal that already knows I'm a lawyer — with matter management, billing milestones, and client intake all pre-built — meant I was operational in an afternoon.

JW
James Whitmore
Partner, Whitmore Legal Group
★★★★★

Tax season used to mean chaos. With Praxis, every client engagement, deadline, and document request is in one place. The Accountant Portal speaks my language from day one — I didn't have to configure anything.

SC
Sarah Chen
Principal, Chen & Associates CPA
★★★★★

I've tried five different CRMs for my real estate practice. None of them understood what a commission pipeline actually looks like. Praxis did — out of the box. It's the first tool that truly fits.

ML
Marcus Lee
Principal Agent, Pinnacle Realty
Pricing

Premium infrastructure.
Predictable investment.

Start with full portal access. No setup fees, no hidden seat taxes, no long contracts. Cancel anytime.

MonthlyAnnual Save 20%
Starter
$149
/month
For solo professionals ready to replace spreadsheets with a premium client command centre.
  • Up to 50 active clients
  • 3 team members
  • Profession-specific portal
  • Task & follow-up automation
  • Branded client workspace
  • Stripe billing integration
  • Email support (< 24h)
Start free →
14-day trial · Cancel anytime
Enterprise
Custom
For multi-location firms and regulated organisations with dedicated onboarding requirements.
  • Unlimited team members
  • Multi-location tenancy
  • Custom profession configuration
  • Dedicated launch specialist
  • SLA-backed support
  • Compliance documentation packs
  • Custom integrations
Book a call →
14-day trial · Cancel anytime

SOC-grade data handling standards.

Dedicated migration support on Practice+.

Annual billing available at 20% discount.

Your next 3 minutes

Launch a premium workspace
before your next client call.

Select your profession, create your account, and your command centre is live in under 60 seconds. No setup fees. No waiting.

$0 to start · No card required · Cancel anytime