Get started
Get started with pragmeo in a few easy steps
Create an account
If you have not already created a free account, then head over to the sign up page and create one.
Define your Practice
Define Services
Define the services your practice provide to clients. There is a library of templates to choose from.
Help: Create a serviceFine Tune
Services can be tailored to fit exactly your practice. Everything is configurable.
Publish
That is it! You have a service catalog ready to be used for business
Pick services from our catalog
Tailor any part of a service
Add Clients
Import Clients
Create your clients from CVR by importing data from VIRK.
Help: Create a clientAdd Contacts
When adding clients from VIRK, contacts are created at the same time. Go through contacts and supply information or enable self-service login. And add any extra contacts that are needed.
Help: Create a contactTailor Client List
The client list can be tailored to fit exactly your needs. Add new forms or tailor exising ones.
Create clients from VIRK
Schedule and Run
Connect Clients with Services
Go through clients and set up the services provided to them.
Help: Create a taskSchedule
Configure the yearly schedule and define participants
Run!
That is it! Whenever a new engagement is started, a collaboration room is created for you..
Schedule a service
Cases created from schedules
Ready to transform your practice?