For Managing Partners
Run the whole practice
from one screen.
See every client, deadline, and team metric in one place, so you can make better decisions about your firm's performance, margins, and growth.
The visibility to lead. The data to decide.
Full portfolio visibility
Every client entity, officer, deadline, and filing status in one place, updated in real time, no manual tracking required.
Data-driven margin decisions
Track workload, service delivery, and team output across the firm so you know which clients and services are actually profitable.
Team performance at a glance
See how your team is performing: output, completion rates, capacity, without relying on weekly check-ins or status emails.
Make data-driven decisions about your team and margins.
Completion rates and output tracked per team member across all clients
See which services and clients drive the most workload relative to margin
Identify capacity gaps and performance patterns without manual reporting
See the whole business, not just client by client.
Every entity, officer, and deadline in one centralised portfolio view
Portfolio health surfaced at a glance: overdue, at-risk, on track
No more pulling reports or asking the team for a status update
Never be surprised by a missed filing.
AR, AGM, and ACRA deadlines auto-tracked for every entity in your portfolio
Alerts before deadlines, not when they are already overdue
Filtered by client, team member, or urgency at any time
Grow the firm without growing the admin.
Import any entity by BizFile or UEN and get the full company profile and deadlines in minutes
New clients operational before the first week is out
Scale the portfolio without a proportional increase in setup time
98%
On-time filing rate across active clients
500+
Entities managed from a single dashboard
30 min
Average time to onboard a new client entity
The firms that grow are the ones that get organised first.
Book a personalised demo or start your free trial today.
