"Client deadlines live in the partner's head. When I'm in meetings all day, things wait."

For accounting and law firms, consultancies and agencies where client work runs on deadlines.

What slips in a professional services business

1. Client deadlines depend on one person remembering.
Each client deadline has an owner, a lead time and a nudge.
Pieter, the Naidoo annual financials are due to the client on Thursday.09:00
2. Proposals go out and are never followed up.
Proposal follow-ups are tracked from the email you forward.
Thabo, the Mokoena proposal went out 7 days ago. Follow up today?09:00
3. Billing slips and debtors age quietly.
Overdue invoices are flagged at 7, 30 and 60 days, and Forenota can draft a polite reminder for you to send.
Invoice 1042 to Botha is 30 days overdue, R18,400. Want a draft reminder to send?09:00
4. Staff leave clashes with client deadlines.
Leave requests show who else is away and what's due.
Anika asks for 3–5 Dec. Naidoo financials are due 4 Dec. Approve anyway?09:00
5. CPD hours are counted in a panic at year-end.
CPD deadlines and certificates are tracked per person.
Lerato, your CPD year closes in 60 days. Upload certificates as you go.09:00
6. Meeting actions disappear after the meeting.
Send a recording or notes; Forenota returns decisions and actions with owners.
From today's meeting: 3 actions, 1 decision. Send these out?09:00

Illustrative examples. Names are made up.

Per-person dates and certificates.

Custom reminders per client, in bulk if needed.

Your firm's own dates, moved for weekends and public holidays.

Renewal date with reminders.

You choose which apply and enter your own dates. General guidance only; confirm dates with your accountant or the issuing body.

Recommended plan

Most small practices have a few professionals and admin staff. Team covers up to 20.

Excl VAT. 14-day free trial, no card needed.