Get started with pragmeo in a few easy steps
Define your Practice
Define the services your practice provide to clients. There is a library of templates to choose from.
Help: Create a service
Services can be tailored to fit exactly your practice. Everything is configurable.
That is it! You have a service catalog ready to be used for business
Create your clients from CVR by importing data from VIRK.
Help: Create a client
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 contact
Tailor Client List
The client list can be tailored to fit exactly your needs. Add new forms or tailor exising ones.
Schedule and Run
Connect Clients with Services
Go through clients and set up the services provided to them.
Help: Create a task
Configure the yearly schedule and define participants
That is it! Whenever a new engagement is started, a collaboration room is created for you..