Professional services
Deadlines that can't slip, work in progress nobody can see, and knowledge that walks out the door when someone leaves.
Three things we hear most.
How far it can go.
Start at whichever level solves the problem. Each one builds on the last.
The Register
A deadlines register across all clients, or a client onboarding checklist with document requests. In your own Google Drive or OneDrive, with a form on your phone.
The Board
Everything in the Register, plus: board of work in progress, deadlines, unbilled time and debtors, with a morning brief. Installed in your own Claude account. Xero money and the register are live today; the other panels are on the roadmap and confirmed in writing before you sign.
The Operator
Everything in the Board, plus two more connected areas and up to three draft flows: document chasers drafted and scheduled, weekly WIP report, client status updates drafted. A named person reads and sends every draft.
The business on one screen.
Up to four areas, pulled live from the tools you already use.
See a demo board for your industry →
Reads from: Xero Practice Manager, Karbon, PropertyMe, HubSpot, Xero, Google or Microsoft 365. Read-only unless you ask otherwise, in writing.
Illustration. Names and figures are made up.
What needs you today.
One short email at 6am, each line linked to the thing itself.
Drafted for you to check
- Document request to a client
- Client status update
- Proposal from your standard template
Questions owners ask
Work in progress that never gets billed: the leak in every small firm · A client deadline calendar for a small accounting or bookkeeping practice that doesn't depend on memory · Rent roll dates, trust account audit and licence CPD: the real estate office register · Getting the engagement letter signed before work starts, every time
See what this would look like for you.
The Snapshot maps how your business actually runs, then shows which level is worth doing. Free, thirty minutes, yours to keep.