leSole Academy
Modules
Learn Sole Practice Manager at your own pace — short videos for every module, plus guided paths to get your whole team up to speed.
Deals
Your sales pipeline — the board you work every day, and the forecast that tells you whether you can staff what you are about to win.
Proposals
The sell-and-sign surface — your service catalogue, packages, and the proposal builder from blank page to signature.
Clients
The client register, the profile behind each client, and the map of how they all relate.
Deliver
The delivery engine — scheduling people, tracking projects and tasks, capturing time, and storing the documents.
Client onboarding
Author the intake question set your clients complete in the portal — including the KYC/AML you are obliged to collect.
Communications
One inbox for every channel your clients use.