Step 4
Implementation doesn't end at launch. Once TPP is running your engagements, the same data that runs your practice shows you where it's slowing down.
After go-live, TPP's real activity data — task completion, outstanding documents, appointment load, return progress, and message volume — gives a firm's Owner or Admin a working view of where the practice is moving smoothly and where it isn't.
Some of the deeper analytics firms eventually want (trend reporting, staff workload forecasting) are still in development — this page is explicit about what's available today versus what's coming.
Interactive
Outstanding Documents
Interactive
Before TPP
What this covers
The other implementation steps
Step 1
Before anything moves, TPP starts by understanding your practice exactly as it runs right now — not how a generic firm runs.
Learn more →Step 2
TPP's roles, workflow templates, document categories, and branding are configuration — set once, by your firm, to match how you already deliver work.
Learn more →Step 3
Once TPP is configured, enabling it is about people: your staff learning the system, and your clients getting invited into their own portal.
Learn more →30-day free trial. Explore the TPP platform during your trial, subject to the applicable trial terms.