CLIENT MANAGEMENT
Everything about the client,
in one place.
Entity details, the services you provide, important dates, open work, documents, conversations and regulatory impacts — all attached to a single client record.
Harbourline Freight Ltd
Company · GST registered · Freight & logistics
Key details
Important dates
Recent activity
WHY IT MATTERS
Client context should not be assembled by hand
When a client calls, the answer usually lives across a practice management file, an inbox, a spreadsheet and a shared drive. LEDGEIN keeps that context together.
One record, complete history
Every task, obligation, document and message references the client, so the record explains itself.
Services make the relationship explicit
Record which services a client is engaged for, how often they run and who owns them.
Nothing depends on one person's memory
Anyone picking up the client sees the same context, including what happened recently and what's due next.
Client work stays connected to communication
Messages, reminders and drafted communications sit alongside the work they relate to.
CLIENT 360
What sits inside a client record
The tabs above the fold reflect the same structure your team works in day to day.
Client records
Entity type, balance date, registrations, contacts and relationship ownership.
Services
The services a client is engaged for, their cadence, owner and current state.
Important dates
Filing dates, balance dates and practice dates that matter for this client.
Documents
Requested items, client uploads and filed documents against the client.
Communications
Messages and reminders exchanged with the client, kept with the work.
Regulatory impacts
Verified updates that may affect this client, with the reasons for the match.
Activity and context
Recent activity on the client shows what changed, what was received and what the team did — useful before a call, a review or a handover.
Communication in context
Client messages, reminders and communication templates stay attached to the client record rather than living in individual inboxes.
CONNECTED CAPABILITIES
Where client management leads next
Client data handling
- Role-based access to client records
- Encryption in transit and at rest
- Activity history on client work
- Access revocation when staff or devices change
Ready to bring your practice into one workspace?
Start with your own workspace, or walk through LEDGEIN with our team first.
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