Ready-made service templates for how firms like yours actually work. Each one already knows its steps, its hours, its review points and where it waits on someone else. Add one in the app and edit it to fit.
Accounting & audit
Month-ends, filings and audits that repeat like clockwork.
Monthly close & management accounts
Bank recs to a reviewed management pack.
5 steps13h 15m of work
1Bank and ledger reconciliations
2Adjusting journals and accruals
3Draft management pack
4Manager reviewManager review
5Finalize and send to client
Corporate tax filing
Computation, client sign-off, submission.
5 steps9h of work8d waiting
⏳Gather schedules from clientWaits on others: 5d
2Tax computation
3Partner reviewManager review
⏳Client sign-offWaits on others: 3d
5Submit and archive
Audit engagement
Planning, fieldwork, completion.
5 steps29h of work7d waiting
1Planning and risk assessment
⏳Client PBC list returnedWaits on others: 7d
3Fieldwork and testing
4Completion and file assembly
5Partner review and sign-offManager review
Creative agency
Campaigns, builds and retainers that live or die on client feedback.
Campaign launch
Brief to a live campaign, with a client approval gate.
5 steps20h 30m of work4d waiting
1Brief and creative concepts
2Design and copy production
3Creative director reviewManager review
⏳Client approval on creativeWaits on others: 4d
5Build assets and launch
Website build
Wireframes through launch, waiting on client content.
6 steps31h of work6d waiting
1Wireframes and site map
2Visual design
⏳Client supplies copy and imagesWaits on others: 6d
4Build and integrate
5QA and cross-browser reviewManager review
6Deploy and hand over
Monthly retainer
A repeatable cycle of planning, production and reporting.
4 steps14h of work
1Plan the month's content
2Produce and schedule posts
3Account manager reviewManager review
4Report on last month's results
Law practice
Reviews, diligence and filings where every deadline is real.
Contract review
Read, mark up and issue a reviewed advice note.
4 steps9h 15m of work
1Read and mark up the contract
2Draft advice note
3Partner reviewManager review
4Issue advice to client
Due diligence
Data room review to a reviewed diligence report.
5 steps24h 30m of work5d waiting
⏳Data room access openedWaits on others: 5d
2Review documents and flag issues
3Draft diligence report
4Partner reviewManager review
5Deliver report to client
Dispute filing
Draft pleadings, get sign-off, file with the court.
5 steps16h 30m of work3d waiting
1Gather facts and evidence
2Draft pleadings
3Partner reviewManager review
⏳Client sign-offWaits on others: 3d
5File with the court
Engineering consultancy
Assessments, designs and tenders paced by site access and approvals.
Site assessment
Visit, assess and issue a reviewed findings report.
5 steps14h of work4d waiting
⏳Site access arrangedWaits on others: 4d
2Site survey and measurements
3Assess and draft findings
4Lead engineer reviewManager review
5Issue findings report
Detailed design
Concept through a checked, issued drawing set.
5 steps28h 30m of work
1Concept design
2Detailed calculations
3Produce drawing set
4Design check and reviewManager review
5Issue for construction
Tender package
Assemble, review and issue documents, then wait on bids.
6 steps19h of work7d waiting
1Draft specifications and BoQ
2Assemble tender documents
3Partner reviewManager review
4Issue tender to bidders
⏳Bidders return submissionsWaits on others: 7d
6Evaluate and recommend
IT services
Onboarding, migrations and maintenance that keep clients running.
Client onboarding
Discovery to a documented, handed-over setup.
6 steps16h 30m of work3d waiting
1Discovery and inventory
⏳Client provides access and credentialsWaits on others: 3d
3Configure tools and monitoring
4Document the environment
5Lead engineer reviewManager review
6Handover call with client
Infrastructure migration
Plan, migrate and validate, then wait on the cutover window.
5 steps22h of work5d waiting
1Migration plan and runbook
2Change review and approvalManager review
⏳Approved cutover windowWaits on others: 5d
4Execute the migration
5Validate and monitor
Monthly maintenance
A repeatable cycle of patching, checks and a client report.