Feature

Automation

Use some simple automation in Pixie to save time and put your practice management on autopilot.

Start 30-day free trial
Feature

Automation

Use some simple automation in Pixie to save time and put your practice management on autopilot.

Start 30-day free trial

Simple automations that save time

Pixie is packed full of simple, time-saving automations from sending out reminders to clients, to filing emails, to creating tasks for you.

Automatic client reminders

Add auto-email templates into your workflows to save time. Use them to remind clients to upload information, or to ask for feedback once a job has finished,

Automatic task creation

All of your recurring to-do's will be created automatically. Define when you want the workflows to recur and let Pixie do the rest.

Auto-updated client records

All of your emails and files will be automatically saved to your client records, right where you need them. Easily add notes and other important information for others to see.

Simple automations that save time

Pixie is packed full of simple, time-saving automations from sending out reminders to clients, to filing emails, to creating tasks for you.

Automatic client reminders

Add auto-email templates into your workflows to save time. Use them to remind clients to upload information, or to ask for feedback once a job has finished,

Automatic task creation

All of your recurring to-do's will be created automatically. Define when you want the workflows to recur and let Pixie do the rest.

Auto-updated client records

All of your emails and files will be automatically saved to your client records, right where you need them. Easily add notes and other important information for others to see.

Ready to get started?

Start 30-Day Free Trial