A dedicated back-office suite for teams that sell recurring services to clients (compliance, filings, retainers), covering the full client → agreement → delivery → reporting lifecycle.
Clients — company directory with GST/PAN, industry, contacts, headcount, onboarding date & per-client visibility restrictions
Services — master catalogue of sellable services, each with activity/deliverable checklists and standard SLA days
Agreements — auto-numbered contracts with billing cycle, contract value, relationship manager, service owner & bundled pricing
Compliance Board — monthly dashboard of every agreement's delivery status, with checklist gating & full audit history
Compliance Tasks — flat, filterable task list across all agreements with due dates and completion KPIs
Maker-Checker Approval — a second reviewer must approve or reject completed work before it counts as done
Contract Reports — Overdue Tasks, SLA Compliance, User Workload, Agreement Expiry (30/60/90-day) & Revenue by Client