Solutions / Practising CS firms
Firms with a client list to keep on track
Every client's calendar in one place, sorted by what is late.
Add clients one at a time or paste a list. Each gets its own calendar built from its profile, and the home screen merges them so the most overdue item across the whole practice comes first.
A working day
What it looks like in use.
The practice view lists every open filing across every client, oldest first, with the estimated late fee.
Send a client a private link with a checklist. It goes by WhatsApp or email, and the reminder repeats only what is still missing.
Build the meeting pack from the agenda library and see which items need MGT-14 for that company type.
Filter by regime or by client and export the calendar to CSV for your own tracker.
What you get
The parts you will use.
Practice view
All clients merged, with exposure and on-time rate per client.
Bulk import
Paste name, type and CIN. State is read from the CIN.
Document requests
Checklist templates for annual filing, director appointment, allotment, charge creation and more.
Meetings and registers
Per client, with .docx export.
Draft
Covering letters and resolutions for the common ROC forms.
First 15 minutes
Setting up.
- Create workspacePick Practising CS or firm.
- Import your clientsOne line each: name, type, CIN. Duplicates and bad CINs are flagged before anything is created.
- Set each profileA handful of yes or no answers per client.
- Send the first document requestChoose a checklist and share the link.
Be aware
What it does not do.
- It is not yet a team product. One login covers one practice; seats and roles for staff are not built.
- It does not file on the MCA portal. It does not yet export the MCA offline utility for AOC-4 or MGT-7.
More in the FAQ and on the security page.