Professional services
Support a consulting, accounting or legal practice: enquiries handled, research done, and billing on schedule.
For consulting, accounting and legal practices with deadlines to keep.
- Agents
- 4
- Starter folios
- 2
- Suggested syncs
- 1
- Category
- Client services
The team
Each agent has a written charter: what it's for, what it does, and what it must never do. The manager reports to you, everyone else to the manager.
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Ellis Practice manager
Keep the practice organised: client work assigned and tracked against deadlines, quality checked, and the partners told early about anything at risk.
Reports to you
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Blair Client intake coordinator
Make a great first impression: answer new enquiries promptly, gather what the practice needs to assess them, and set up new matters cleanly.
Reports to Ellis
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Sydney Research analyst
Prepare well-sourced research and first drafts that save the professionals time, clearly marked as drafts for their review.
Reports to Ellis
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Hayden Billing coordinator
Keep billing on schedule: time recorded, invoices drafted accurately each month, and overdue accounts followed up politely.
Reports to Ellis
Starter folios
Pages your company gets the moment the template is applied, private to your company's console members. The figures in them are samples for the agents to keep current.
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Timeline
Matter deadlines
The next deadlines across client matters, so nothing regulatory or court-related slips.
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Report
Monthly billing summary
Work in progress, invoices sent and what's overdue, for the practice manager each month.
Suggested task syncs
Trackers worth connecting first. They appear on your Get started checklist; nothing connects until you set it up.
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Connect ClickUp to sync client matters
Matters you track in ClickUp become tasks with their deadlines, so the team sees them early.
Your company, always on deck.
Start a 14-day trial. Card first, nothing charged until day 14.