Active Clients
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Open Service Jobs
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Pipeline Value
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Revenue — this month
—
from issued invoices
My work
My jobs
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My due tasks
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Compliance deadlines — next 14 days
| Client | Obligation | Due | Status |
|---|---|---|---|
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Sales pipeline overview
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Staff utilisation — open jobs
| Staff | Open jobs |
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Pipeline
All leads
Total leads
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Pipeline value
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Won this month
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Conversion — this month
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Opportunity pipeline
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| Company | Contact | Est. value | Stage | Owner | |
|---|---|---|---|---|---|
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All leads
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| Lead | Source | Owner | Est. value | Target close | Created | Stage |
|---|---|---|---|---|---|---|
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Select a lead from the pipeline to view its detail.
Client register
Clients
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Legal entities
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Compliance
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Avg services / client
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Client register
| Client | Entity type | Industry | Services | Manager | Status | Branch | |
|---|---|---|---|---|---|---|---|
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Select a client from the register to view their profile.
Work in progress
Reviews
Job detail
Compliance calendar
Active jobs
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Overdue
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Awaiting client info
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Under review
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Work in progress
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Jobs waiting for review
Sign off the review step on the job, then approve it onward. Managers see every job under review; staff see the ones designated to them.
| Client | Service | Period | Done by | Reviewer | Due | |
|---|---|---|---|---|---|---|
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Open a job from the work-in-progress board to see its tasks.
Compliance calendar
| Due date | Client | Obligation | Authority | Period | Status |
|---|---|---|---|---|---|
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Total staff
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Assigned jobs
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Unassigned jobs
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CPD hours tracked
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My CPD
Log your continuing professional development hours against each membership’s annual target.
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Staff
Staff appear here automatically when added under Administration → Users.
Workload — open jobs
| Name | Platform role | Job title | Open jobs |
|---|---|---|---|
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Qualifications & CPD
| Name | Qualification | Membership |
|---|---|---|
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✉️
Select a message to read it here.
Document repository
| Document | Client | Category | Date | Ver. | Branch |
|---|---|---|---|---|---|
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Templates & knowledge base
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Revenue — this month
—
issued invoices
Outstanding debtors
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Active retainers
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Invoices issued
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this month
Recent invoices
| Invoice | Client | Amount | Due | Status |
|---|---|---|---|---|
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Debtor ageing
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Document templates
Reusable documents that fill themselves with client data — generate, request missing info, and send for signing.
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Overview
Practice health
Work & compliance
Clients
Custom reports
Client retention
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On-time completion
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Overdue obligations
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across all clients
New clients
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Avg services / client
—
Open jobs
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in progress now
Work completion trend
Jobs completed on time vs total closed, per month
Compliance health
Obligations due this period
Open jobs by service
Open workload by staff
Jobs currently assigned
Pipeline
Users & roles
Branches
Services
Required documents
Roles
System
Clear data
Email
Users & roles
Create and manage staff logins, roles, branch access.
| Name | Access level | Branch access | Status | ||
|---|---|---|---|---|---|
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Branches
Each branch sees only its own data. Overview users see all branches.
| Branch | City | Province | Users | |
|---|---|---|---|---|
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Tip: until you create at least one branch, branch isolation stays off and everyone sees all data.
Required documents
What every new client must upload (via the client portal) before work can be scheduled for them. Applies to clients in Onboarding status.
| Document | Description | Status | |
|---|---|---|---|
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Job roles
Roles like Accountant, Senior Accountant, Partner. Workflow steps reference these — work can only be assigned to people who hold the step’s role.
| Role | People with this role | |
|---|---|---|
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Active users
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Automation runs (cron)
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System activity
Every change in the system — who did what, when.
| When | User | Action | What |
|---|---|---|---|
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Clear data — danger zone
Permanently deletes records for this organisation. There is no undo. Users, branches and settings are never touched.
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Services
Each service is a workflow: its checklist of steps, schedule, and sign-offs. New jobs are created with the tasks already populated.
| Service | Category | Type | Steps | |
|---|---|---|---|---|
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Email (SMTP)
Send client emails from the platform. Enter your mail host's SMTP details — for Gmail or Microsoft 365, use an app password.
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