A one-glance view of each client — their details, workload, how quickly they respond to your chases, and your own rating of them. Response times are measured automatically from how long tasks sit in ✉ Awaiting client.
Clawdia · CoSec Crab
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🐣 New company incorporation

The person or entity instructing you — the company itself doesn't exist yet
Leave blank if the name hasn't been decided — you can rename later
One click creates the client record (marked Pre-incorporation) and an Incorporate company task with the full sub-task list: Constitution, IC, Section 14, company profile, registers, digital certificate, first board resolution, beneficial owner & SST reminder.

✉ Client reminder email

Add company

Drives Annual Return anniversary (s.68)
Most recent FYE — drives FS deadlines (s.258/259, s.340)

Your internal file or billing reference
Who owns this client's filings
Tie related entities together (e.g. a holding company and its subsidiaries) under one group.

Add deadline