Relationship Types (Clients, Prospects & Contacts)

PracticeFlow manages work for two types of records, shown on separate tabs in the main window: Organisations and Individuals. Each organisation or individual also has a relationship type, which describes how that record relates to your practice.

The relationship type affects how work is generated in PracticeFlow. Smart Tasks are only created automatically for records with a Client relationship. Records marked as Prospects or Contacts do not generate Smart Tasks. However, one-off and recurring tasks can be created manually for any relationship type, including Prospects and Contacts.

Organisations

These are business entities such as limited companies, LLPs, sole traders, or partnerships. These are typically the entities for which you deliver services such as VAT, Payroll, Accounts and Corporation Tax.

An organisation can have one of the following relationship types:

-          Client

-          Prospect

Individuals

Individuals represent people rather than organisations and are held separately within PracticeFlow. This includes personal tax clients as well as people linked to organisations, such as directors or PSCs, who may be recorded as contacts rather than clients.  Keeping Individuals separate from Organisations allows people to be linked to one or more organisations, and for organisations to be linked to multiple people, where required. This structure also supports features such as the Client Portal and e-sign.

An individual can have one of the following relationship types:

-          Client

-          Prospect

-          Contact

When adding a new organisation or individual, the relationship type is set to Client by default unless you specify otherwise. The relationship type can also be set when importing data using the organisation and individual import templates.