Scope Cloud

Scope Business

Available now

Practice Management

Connect the business around the work to the work itself.

Run clients, finances, opportunities and performance in one place.

View plans
Client pipelineConnected context
Financial planningConnected context

Business

Shared memory active

Business intelligenceFlows across Scope Cloud
Practice operationsFlows across Scope Cloud

What it is

Practice Management

Who it is for

Practice owners, directors and operational teams managing clients, pipeline, people, workload and financial performance.

The problem

Practice performance is hard to understand when sales, resourcing, project forecasts, timesheets and financial indicators live in separate systems.

Business connects the performance of the practice to the projects producing it, creating a live view of pipeline, capacity, profitability and team health.

Key outcomes

01

See the whole practice

Bring client, pipeline, project and financial signals together.

02

Plan capacity earlier

Understand utilisation, workload and future resource pressure.

03

Improve profitability

Connect commercial performance to the teams and projects behind it.

Capabilities

01

Clients and growth

Manage relationships and future work.

  • CRM
  • Lead management
  • Sales pipeline
  • Marketing analytics
  • Client management
Capability system01
CRM
Lead management
Sales pipeline
Marketing analytics

02

Finance and intelligence

Understand performance and forecast what comes next.

  • Financial analytics
  • KPI dashboards
  • Forecasting
  • Business reporting
  • Practice profitability
Capability system02
Financial analytics
KPI dashboards
Forecasting
Business reporting

03

People and capacity

Plan work around real team availability and performance.

  • Staff utilisation
  • Timesheets
  • Resource planning
  • Workload planning
  • Team performance
Capability system03
Staff utilisation
Timesheets
Resource planning
Workload planning

Example workflow

From first input to connected outcome.

1

Capture

Bring leads, clients and opportunities into one pipeline.

2

Plan

Connect forecast work to team capacity and project demand.

3

Track

Read live time, utilisation, project and financial signals.

4

Improve

Use the evidence to protect profitability and team performance.

Connected by Scope Cloud

Useful in its workflow. Stronger in the system.

Business reads Studio’s live project and commercial context, connects Careers and Learn to team capability, and returns practice-wide insight to the Scope Cloud dashboard.

Client pipelineProject forecastTeam capacityPractice performance
Project context
Shared memory

Plan availability

Clear access. Verified by your plan.

Included plans
Designer; Signature
Essential eligibility
Not eligible for Essential
Scope AI credits
Designer: 500 shared AI credits per month. Signature: 2,500 shared AI credits per month
Compare plans

Available now

Scope Business

The product is available. Opening it routes through Scope Cloud’s verified account and entitlement checks.

Available now

Bring Scope Business into the connected practice.

View plans