Built for any business that serves clients.
A law office, a funeral home and an auto shop all chase the same things: what’s late, what the client still owes you, who’s asking for an update, and whether you got paid. Bractel handles all of it in one place, and each trade adds what’s particular to its own work.
- 1Engagement signedJan 14
- 2Documents receivedFeb 20
- 3Preparationnow
- 4Partner reviewMar 6
- 5E-file signatureMar 10
Example client with made-up details. Painting: Thomas Cole, The Oxbow, 1836.
What changes on a Monday morning.
- Intake interviewApr 2
- Drafting decisionsApr 9
- 3Drafts out for reviewwith client
- 4Signing appointmentMay 1
- 5Trust fundingMay
Hi Maria, a quick note: we’re preparing your 2025 return and need two things to finish it, the final 1099-NEC from your payroll provider and the year-end loan statement. You can upload both from your portal. Thank you.
What every business keeps track of.
Five questions come up in every business that serves clients. Bractel answers each one the same way, whatever you do for a living.
Who is this client, and what do we do for them?
One folder per client, with every service you provide as its own tab: contacts, work, documents, messages and invoices together.
What’s late?
Every piece of work runs down dated stages, and the one that’s stuck is the one you see first.
What are we waiting on?
A stage can’t close while something it needs is missing, and the client is reminded on a schedule until it arrives.
“Any update?”
Clients see their own status in a portal in your name, so they stop having to ask.
Did we get paid?
Invoices, payments and what’s still owed, on the same client, next to the work it paid for.
Your trade, built in.
A module adds what’s particular to your work: its stages, its checklists, its portal pages and its reports. Turn on what you do. A client you serve three ways is still one client.
- Estate planning
- Probate
- Criminal and traffic
- Trust accounting
- Tax preparation
- Bookkeeping
- Payroll
- Tax resolution
- Websites
- Local search
- Dental
- Auto repair
- Childcare
- Catering
- Property management
- Funeral homes
- Assisted living
- and more every month
We move you in, and we check our work.
Switching systems is the part everyone dreads, so we do it for you. Before the old system is switched off, we compare the import with you, record by record.
Your records stay yours.
Each business’s data sits in its own store, apart from everyone else’s. Your clients see only their own portal, and only what you release. You can export everything, whenever you want.
From $50 a person a month.
Three plans, priced by how many services you run. See pricing