For Firm Managers
See exactly how
your team is performing.
Track output, monitor capacity, and spot problems before they reach clients, without relying on weekly check-ins or status updates.
A firm that performs the way you built it
Team performance
See completion rates, overdue tasks, and output per team member, across every client and service, without asking anyone for a report.
Team capacity
Know who is stretched and who has room to take on more, before workload becomes a service quality problem.
Process accountability
Every service follows the same workflow. When standards slip, you will see it in the system before clients see it in their filings.
Know how every team member is actually performing.
Completion rates, overdue tasks, and output tracked per person across all clients
Compare performance across the team without building a manual report
Identify who is delivering consistently and where support is needed
Balance workload before it becomes a client problem.
Task distribution visible across the whole team in one view
Spot who is overloaded and reassign work without losing context or history
Capacity data that is live, not from a spreadsheet updated once a week
Stay updated across every client without being in every meeting.
Portfolio health across all entities in one dashboard: overdue, at-risk, on track
At-risk items surfaced automatically before they escalate to client complaints
Full context on any client without asking the responsible team member
Make sure your team is actually following your standards.
Standardised service workflows applied to every client engagement
Step-by-step task flows so no team member improvises the process
New starters follow the right workflow from their very first day
98%
On-time filing rate when the whole team works in one system
500+
Entities managed without adding headcount
10 min
For a new team member to get their first client live
The firms that grow are the ones that get organised first.
Book a personalised demo or start your free trial today.
