Twelve curated templates calibrated to professional services. Pick the one closest to your idea, then customise it to your firm. If none fit, the open template is available at the end.
Accountancy · Audit · Advisory
Track client engagements and compliance obligations across your portfolio. Risk flags, deadline calendars, partner dashboards.
Regulated PS Firms
From first contact to fully compliant client. KYC and AML screening, engagement letters, conflict checks, partner approvals.
Consulting · Advisory
Capture, organise and search your firm's methodologies, frameworks, case studies, and templates. Build the IP moat.
Consulting · Advisory
Match consultants to engagements over time. Heatmap utilisation, skills-based matching, leave tracking, forecast revenue.
Risk Advisory · Internal Audit
Capture, score and visualise risks across an engagement portfolio or a client's enterprise. Mitigation plans, review cycles, escalation pathway.
Governance · Company Secretary · NEDs
Complete operating record for a board and its sub-committees. Meeting cycles, papers, decisions, actions, conflicts register.
M&A · Governance · Public Sector
Map and track relationships across complex stakeholder networks. Sentiment tracking, briefing pack generator, engagement plans.
Accountancy · Legal · Advisory
Visibility on time captured, time billed, and write-offs across engagements. Profitability per engagement, realisation tracking, fee forecasting.
Corporate Finance · Consulting · Advisory
Produce client-facing pitches and proposals fast. Reusable section blocks, credentials library, fee calculator, win/loss tracking.
Legal · M&A · Due Diligence
Take a folder of contracts and produce structured, searchable analysis. Clause comparison, issue spotting, cross-document search.
Any PS Firm with CPD
Track CPD, qualifications, certifications, and professional body memberships across your team. Compliance dashboard, expiry alerts.
Audit Firms — All Types
Structured audit workflow from planning to sign-off. Working papers, evidence management, review trail, issues log, final report.
For Ideas Outside The Twelve
If your idea doesn't fit any of the curated templates, start from a blank structural skeleton and describe what you need. Open to any idea, professional services or otherwise.