Entering a deadline
Ready on site.
Booking journey
From deadline to reminder: for law and fiduciary offices
A deadline is entered, assigned, warns as it approaches and is logged when complete. An overdue deadline is also reported to the partner.
- English and the community languages your customers speak
- USD, sales tax and local levies
- Data protection under CCPA
A chain against missed deadlines
The deadline is entered in the file and an owner and deputy assigned; reminders arrive on the set days. When complete, the work is logged; if postponed, a reason is written so the practice can show what was done and why.
Your benefits
How we work
- 1
Clarify requirements
By e-mail we discuss your property, your workflows and your goals and agree on the scope.
- 2
Build and connect
We build the solution to fit your hotel and connect it to your existing systems.
- 3
Test and launch
We test with real workflows, train your team and only go live when everything is right.
US specifics
Calculation of deadlines and their legal consequences is the practice’s; the system only tracks the date entered.
Frequently asked questions
Do reminders work during holidays?
Yes; if the owner is away, the reminder goes to the deputy.
Related topics
From work to time record
A meeting, letter or research is done, time is recorded and written to the file.
Learn moreDeadlines and reminders
Every deadline is assigned to a person and a deputy; warnings go out as it nears and when it is overdue.
Learn moreAppointments and calendar
Client meetings, hearings and internal meetings show in a calendar tied to the file.
Learn more