weeplifyby Wee Partners · Group intelligence
weeplify · Two systems. One group.
Run the practice. Never miss the referral.
weeplify is two systems working side by side: the Wee Partners practice CRM, and a referral engine that moves opportunities between all five businesses. Pick your door below.
System one · The practice
The Wee Partners accounting CRM
For the partners, the accountant and admin: the day-to-day running of the practice, built around one client record.
Jobs and deadlines
Every job moves through clear stages, from partner brief to lodged, with handoffs between partners, the accountant and admin.
Clients and documents
Clients and billing history come straight from Xero, with working notes, engagement letters and identity checks in the same record.
Compliance that stays visible
A shared calendar of obligations, AML checks on the clients who need them, and nothing living only in someone's head.
Referral signals from the ledger
Xero flags SMSFs, growing businesses, unadvised funds and dormant clients, so the partners see the opportunity before it passes.
System two · The referral engine
Five channels, one flow
For Coastal Advice, Coastal Insurance Advice, Aussie West End and Kingsgoodman Legal: send, receive and track referrals without ever touching the practice's client records.
Referrals in one click
Quick referrals for word-of-mouth enquiries, and pre-loaded filters for every trigger across the five channels. A lead lands on the right board in seconds.
Drop in a document, get suggestions
Loan applications, SOAs and fact finds: upload the PDF and the system reads it, flags the gaps and suggests where to refer.
Tracked to an outcome
New, accepted, in progress, won or lost. Every referral shows its status, value and who is holding it, on both sides.
Your data stays yours
Each business sees only its own referrals, uploads and dashboard. Nothing from the accounting practice crosses over.
The group
