eFirm Practice Management Overview
An overview of HAQQ eFirm - the practice management layer that handles matters, clients, tasks, billing, documents, and firm operations.
This is the eFirm practice management side of HAQQ. Everything your firm needs — from intake to invoicing — in one connected workspace.
The walkthrough below covers the full interface: workspace switching, global navigation, operational tools, and the complete module system that powers your firm.
- Every module the firm runs on lives in this rail. Administrators reorder it or hide what the firm does not use, so a litigation practice and a transactional one navigate differently.
- The workspace you are working in. Firms with several offices or entities switch here, and the whole dataset changes with it.
- Search spans matters, contacts, and tasks at once, from any page in eFirm.
- Three ways to record time: a live clock, hours entered directly, or a start and end time. The point is that logging it takes seconds, so it actually gets logged.
- Create a record without leaving the page you are on.
Workspace Switcher
At the top left, you're inside your workspace. You can switch between workspaces from "Change Workspace" — useful if you manage multiple offices or entities.
Top Bar: Global Tools
Global Search
Instantly find matters, contacts, and tasks from anywhere in the platform.
Quick Add (+)
Create items — matters, tasks, contacts, events — without digging through menus.
Check In & Start Timer
The operational layer for tracking work and time as it happens. Three modes: Timer (live clock), Manual (enter hours directly), or Range (set start and end time). Billing stays accurate and effortless.
Messaging & Notifications
Your team doesn't miss deadlines, updates, or handoffs.
Left Sidebar: Your Full Practice
The left sidebar is your firm's full navigation — every module lives here.
1
Dashboard
Your daily command center. An at-a-glance view of what matters today.
2
The Firm
Firm-level structure and administration.
3
HR Module
Internal team management — roles, assignments, and capacity.
4
Leads
Intake and pipeline. Who's interested and what they need.
5
KYC
Onboarding and verification workflows for new clients.
6
Emails
Email activity tied back to the firm's work — no switching between tools.
7
Documents
Document management in the context of matters and clients. Everything in one place.
8
Financial
Time, billing, invoices, and financial visibility across the firm.
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View More
Additional modules (Leads, HR Module, Know Your Customer, Financial, Emails) are accessible under View More. You can drag and drop sections between Visible, View More, and Hidden from Interface Preferences in Settings.
One Connected System
That's the eFirm practice management inside HAQQ — a single system that connects intake, contacts, matters, deadlines, documents, communications, and financials.
So the firm operates with clarity, accountability, and speed.