Less admin.
More time for your clients.

For Independent freelancers managing cross-domain client work

Includes General freelance practice · Cross-domain client work

What it will organise

• Accept a client enquiry and define scope
• Agree proposal, terms and milestones
• Deliver and review project work
• Record accepted deliverables and invoice handoff
• Reconcile payment follow-up and close or renew the engagement

Planned outcome An accepted client deliverable and reconciled freelance engagement

For Independent consultants and advisory practices

Includes Business advisory · Management consulting · Specialist consulting

What it will organise

• Accept advisory brief and engagement boundary
• Agree statement of work and evidence needs
• Record consulting work, time and deliverables
• Review recommendations and client acceptance
• Close obligations or renew the advisory retainer

Planned outcome An accepted advisory engagement with reviewed deliverables and obligations

For Independent content creators, photographers and commissioned-media practitioners

Includes Photography · Content creation · Brand collaborations · Videography

What it will organise

• Accept creator or photography brief and usage terms
• Plan shoot, content calendar and delivery milestones
• Capture or produce controlled media versions
• Obtain client approvals and document usage rights
• Deliver accepted assets and reconcile the commission

Planned outcome Accepted creator or photography assets with usage-rights and delivery evidence

The practice workspace is planned. Join early access to discuss your workflow.

For Independent property brokers and real estate agents

Includes Residential brokerage · Commercial brokerage · Rental brokerage

What it will organise

• Accept listing or buyer mandate
• Register authorized property and client requirements
• Qualify leads and coordinate visits
• Track offers, documents and client decisions
• Close the brokerage transaction and commission evidence

Planned outcome A closed brokerage engagement with authorized listing, deal and commission records

For Independent technicians and field-service practice owners

Includes Electrical service · Plumbing · HVAC service · Appliance service · Device repair

What it will organise

• Accept service request and customer scope
• Schedule visit and confirm required resources
• Record diagnosis, approved work and parts
• Verify completed service and customer acceptance
• Reconcile charges and ongoing maintenance obligations

Planned outcome An accepted field-service job with parts, payment and maintenance trace

The practice workspace is planned. Join early access to discuss your workflow.

For Independent accountants, chartered accountants and client-accounting practices

Includes Bookkeeping · Client accounting · Financial statement preparation · Practice administration

What it will organise

• Accept client accounting engagement and period
• Collect authorized accounting records
• Prepare and review client-period workpacks
• Record client acceptance and obligation handoffs
• Reconcile fees and schedule recurring work

Planned outcome A reviewed client-period accounting pack with controlled obligation and fee records

For Independent lawyers, advocates and legal practices

Includes Litigation · Transactional practice · Legal advisory · Conveyancing

What it will organise

• Accept client matter and authority
• Define matter scope, confidentiality and key dates
• Prepare and review authorized legal work
• Track hearings, transactions and client decisions
• Close or continue the matter with controlled records and fees

Planned outcome A controlled legal matter with authorized work, outcome and obligation records

For Independent tutors, academic coaches and learner-practice owners

Includes Academic tutoring · Exam coaching · Language teaching · Individual skills coaching

What it will organise

• Enroll learner and agree academic or skill goals
• Plan sessions, materials and fee entitlement
• Deliver sessions and record attendance or work
• Review learner progress and feedback
• Record completion or renew the learning programme

Planned outcome A delivered tutoring programme with learner progression and fee evidence

The practice workspace is planned. Join early access to discuss your workflow.

For Independent doctors and general clinical or therapy consultation practices

Includes General medical practice · Medical specialties · General therapy consultation

What it will organise

• Register patient engagement and consent
• Record authorized encounter information and care references
• Schedule and document consultations
• Coordinate approved follow-up and document access
• Close or continue the episode with payment and referral references

Planned outcome A clinician-authorized consultation record with scoped follow-up and service evidence

For Independent dentists and dental practice owners

Includes General dentistry · Orthodontics · Implant practice · Paediatric dentistry

What it will organise

• Register case and consent
• Chart findings and proposed treatment
• Schedule and record accepted treatment stages
• Coordinate laboratory and payment handoffs
• Record follow-up and close the case

Planned outcome An authorized dental case, accepted treatment/prosthetic handoff and follow-up record

For Physiotherapists, occupational therapists and speech therapists

Includes Physiotherapy · Occupational therapy · Speech and language therapy · Sports rehabilitation

What it will organise

• Capture referral and assessment
• Agree programme goals and session entitlement
• Schedule and document sessions
• Review outcome measures and programme changes
• Issue progress handover and close or renew the programme

Planned outcome A reviewed rehabilitation programme with accountable sessions, goals and outcome history

For Independent psychologists, counsellors and psychotherapy practitioners

Includes Counselling · Psychotherapy · Family counselling · Workplace counselling

What it will organise

• Open confidential intake and consent
• Agree engagement goals and access boundaries
• Schedule and record sessions
• Review progress and referrals
• Close or renew the engagement with controlled record access

Planned outcome A confidential client engagement with scoped consent, session records and reviewed follow-up