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LEDGEIN

PLATFORM OVERVIEW

One workspace.
Every part of the practice connected.

LEDGEIN connects clients, services, tasks, workflows, compliance, documents, communications, automation, regulatory intelligence, reporting and AI assistance — so the work of running a practice sits in one platform instead of six systems.

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Illustrative product view. Sample data.

Practice workspace

Everything connected to the client record

On track

Clients

128 active records

Work

47 open tasks

Compliance

12 obligations this month

Documents

9 requests outstanding

Communication

5 threads awaiting reply

Regulatory

1 update to review

Insights

Cycle time 6.2 days

Client portal

3 uploads today

One record per client — services, work, obligations, documents and communications all reference the same context.

Overview of connected LEDGEIN capabilities

THE PROBLEM

Practice work is rarely in one system

Client details live in one place, deadlines in a spreadsheet, documents in email, and the reasoning behind decisions in someone's head. LEDGEIN puts that operating layer into a single workspace.

  • Context follows the client

    Services, obligations, tasks, documents and conversations all reference the same client record, so nobody has to reassemble the picture.

  • Standard work runs to a standard

    Workflow templates turn recurring engagements into repeatable steps with owners, due dates and approvals.

  • Deadlines are visible before they bite

    Obligations, ownership and overdue work are visible across the practice, not buried in individual inboxes.

  • Change is surfaced, not searched for

    Verified regulatory updates are matched against your clients so your team reviews a short list, not the whole base.

CAPABILITIES

What LEDGEIN covers

Grouped by how a practice actually works, not by menu item.

  • Client 360

    One canonical client workspace: profile, services, work, compliance, documents, approvals, messages, invoices and health.

  • Work management

    Tasks, workflow templates, assignments and approvals, so recurring jobs run the same way every time.

  • Compliance

    Obligations and important dates by client and period, with clear ownership and status.

  • Automation Engine

    Deterministic WHEN / IF / THEN rules with branching, waits, retries, templates and execution history.

  • Regulatory Intelligence

    Official-source monitoring, materiality review, client impact and a Regulatory Action Centre for practice action.

  • Practice Intelligence

    Morning Brief, Practice Health and explainable Client Health built from real operational state.

  • Documents

    Document requests, an inbox for what arrives, and filing into your practice storage.

  • Communications

    Messages, reminders and templates that stay attached to the client and the work.

  • Client Portal

    A portal where clients see actions, requests, deadlines, approvals, messages and invoices.

  • CRM & proposals

    Prospect pipeline, ownership, notes, proposals and conversion into a live client record.

  • Reporting & analytics

    Operational reports with filters, drill-down, saved views, CSV/XLSX export and scheduling.

  • Ask LEDGEIN

    Permission-aware AI that explains, summarises and drafts inside your existing controls.

  • Practice Server

    Bring approved folders from an existing Windows file server into LEDGEIN workflows.

EXPLORE

Go deeper on any capability

Each capability page shows the product surface, the workflow it supports and how it connects to the rest of the practice.

Built for practice data

  • Role-based access to client records and documents
  • Encryption in transit and at rest
  • Access that can be revoked when people or devices change
  • Activity history on client work
How LEDGEIN protects practice data

One workspace for the whole practice.

See how clients, compliance, documents and workflows come together in LEDGEIN.

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14-day free trial · No card required · Change or cancel your plan in the application