Industry pack
Advisor & Analyst OS
Clients, matters, deadlines, document requests and billable time connected - filings due, missing documents and unbilled hours are tracked for you.
- Linked databases
- 5
- Automatic calculations
- 9
- Ready-made views
- 10
How you get it
- 1. Buy once, or use one of your membership downloads.
- 2. Open the link we email you and click Duplicate.
- 3. It lands in your Notion workspace with every database, link, formula, view and example row ready - works on Notion's free plan.
Statutory and client deadlines count down with overdue flags
Clients, matters, deadlines, document requests and billable time connected - filings due, missing documents and unbilled hours are tracked for you.
Saves time
Statutory and client deadlines count down with overdue flags
Connected data
Documents still missing from each client are listed per matter
Calculated for you
Billable time rolls up into unbilled value per matter
Nothing missed
Every matter shows hours used against the fee estimate
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