Start with the deadlines. Add the rest when you're ready.

Deadlines live in a sheet someone built years ago — or in one person's head. That person takes a week off and the whole firm holds its breath.

Every job gets an owner, a due date, and a status the whole firm can see — not just the person who built the sheet.

An enquiry comes in, gets logged in a sheet if it gets logged at all, and quietly goes cold because nobody was assigned to chase it.

A pipeline built for how firms actually win work — assigned, followed up, never silently dropped.

Engagement letters live as Word documents in a folder structure only one person really understands. Nobody's fully sure which version is signed.

One governed record of what's live in every engagement — assembled, sent, signed, tracked.

Capacity lives in someone's head, or a sheet updated once a quarter if you're lucky. You find out a team is overloaded when they tell you — not before.

See who's stretched before it becomes a problem, not after someone burns out.

Chasing a client for bank statements means three emails, two reminders, and a message hoping they saw it.

One request, one upload link, automated chase sequences — no more hoping.

Time gets written up at the end of the week, from memory, into a sheet nobody reconciles until billing day — by which point it's a guess.

Time captured in context, budget against actual, realization you can see as the job runs — not after.

Your client list lives in three places — the ledger, an old CRM export, someone's contacts app — and none of them fully agree.

One client record that staff and clients both work from, instead of three that drift apart.

The extension tracker gets rebuilt from scratch every season, and last year's mistakes get quietly copied in with it.

Build the pattern once, reuse it every season — nothing gets rebuilt, or re-broken.