FEDIX Practice management
Client groups & org charts
Handle families and business groups as one unit: group health, fees, status reports, shared folders and org charts that explain who owns what.
Who it is for
Partners and managers looking after families, business owners and multi-entity groups.
Features in Client groups & org charts
Client groups
Group related clients such as a family or a business group, and create, merge, split or dissolve groups as structures change.
VideoGroup health and ATO summary
Score the health of a client group, flag anomalies and summarise the ATO position across every member.
Group fee summary
See fees and billing for a whole client group in one aggregated summary.
Group cloud folder
Link one shared cloud folder to a client group so group documents sit together.
Group status reports
A live status report for each group, with a PDF version and scheduled emails so partners see where every group stands.
Group org charts
Draw a visual org chart of a group, with positions, notes and supporting nodes, or generate one from recorded relationships.
More from FEDIX
See it working in your practice.
Start with one workflow and adopt more of the connected practice system over time. Your team reviews and approves the work.
14-day free trial. A payment method is required to start. Your paid subscription starts automatically when the 14 days end; cancel during the trial and you pay nothing. After the trial, a 6-month minimum term applies, then month-to-month. Commit to 12 months up front and the monthly price is 20% lower. See pricing.