Client Desk
A practice desk for company secretaries: assign work to staff, manage many clients, bill on time, and keep vendor payments in view.
The Problem
A company secretary’s practice handles many clients at the same time. Each client has different filings, documents, and questions that need to be handled. Work was assigned through chat and email, so there was no single place to see who was responsible for each task. Billing was also difficult. Invoices were sometimes delayed because the completed work was not properly tracked. Payment reminders depended on someone remembering to check a spreadsheet. Vendor management was even more complicated. ROC filings, stamp vendors, couriers, and consultants were tracked in notebooks. At the end of the month, it was difficult to know who had been paid, what payments were still pending, and which client each expense belonged to. They needed one system to manage everything: staff tasks, client information, billing and payment reminders, as well as vendor work and payments.
The Solution
We built Client Desk to help a company secretary’s practice manage everything in one place. Staff can be assigned work for a specific client, such as a filing, board documents, or a follow-up. Tasks no longer get lost in chat messages or emails. All clients are available in one place, along with their companies, documents, and upcoming work. Billing is also connected to the client’s work. You can create invoices, check pending payments, and send payment reminders without using another tool. Vendor work can be managed in the same system. You can record the work, payment amount, payment status, and connect the expense to the relevant client. Client Desk also includes an integrated calendar where you can view and manage meetings with clients and vendors, along with other important schedules and deadlines. An integrated chat system makes communication easier by allowing the team to discuss work and stay connected within the same platform. Client Desk works the way a company secretary's office already works. It does not create a complicated new process. It simply brings tasks, clients, billing, vendors, meetings, and communication together in one place instead of managing them across different tools.
The Results
Partners can easily see who is working on what and for which client, without having to ask around. Invoices are created from the same place where the work is tracked, making billing easier and more organised. Unpaid invoices can also be followed up with payment reminders. Vendor jobs and payments are no longer tracked separately in notebooks or spreadsheets. Everything — clients, staff, tasks, billing, and vendors — can be managed from one place. The practice gets a single system to run its day-to-day work, without needing to depend on us for regular operations.
Technologies Used
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