Next-Task.ai is the operations layer for the practice. It takes the way your office actually works and turns it into tasks that land with the right person at the right moment.
The problem
What it does
Workflow templates
Map a process once, whether onboarding, an SoA or an annual review, into reusable, ordered steps.
Role routing
Each step becomes a task assigned by role and by the client relationship it belongs to.
Fed by the suite
Triggers from your website and CRM start the right workflow automatically, no chasing required.
Recently shipped
- Twelve practice workflow templates, from onboarding to complaints, ready to adapt.
- Meeting requests from the practice website start onboarding automatically.
- Reviews falling due in Client-Base.ai raise their own tasks.