All work
Professional services · Regional accounting firm
Deadline tracking that survives busy season
Client workflow system that tracks every engagement, document request, and filing deadline across the whole firm.
100%
Deadlines tracked in one place
3x
Faster document turnaround
Zero
Status meetings to build reports
Where they started
- Engagement status lived in partners' heads and a shared folder structure.
- Missing client documents were chased over email with no record of who asked what.
- Nobody could see firm-wide workload until it was already a problem.
What we built
- Engagement pipeline with per-service workflow steps and owner assignment.
- Document request tracking with automatic reminders until items are received.
- Deadline dashboard by client, preparer, and reviewer, with escalation on slippage.
- Capacity view showing open work per staff member week by week.
Engagements · Q1
Docs requested2
Hilltop Dairy
Ansel & Co.
In preparation3
Braddock LLC
Keene Trust
Maple Ridge
In review1
Northline Inc.
Filed2
Verity Group
Oakbend
Custom web appAutomated remindersRole-based accessReporting
Let's map what your company runs on.
Tell us how the work moves today. We'll come back with what a custom internal system would look like — scope, sequence, and what it replaces.