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Client ↕Primary contact ↕Email ↕✉Phone ↕WYear End ↕CS Date ↕Last Review ↕AlertsAMLLOE
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Name ↕Email ↕Phone ↕Date of birthAML ↕Linked clients
ServiceClientFee (£)FrequencyStatus
Jobs are created automatically when you add a service to a client. To add a job, go to Services & fees and add a service.
Group by:
Status
Service
Client
Email templates
Other templates
Company documents
AML documents
Upload your practice documents — Terms of Business, AML Procedure, Privacy Policy etc. Files are stored in Supabase and available on any device.
Drafts are auto-created each morning for email stages due that day. Run the check manually if needed.
ReminderClientScheduledStatus
Practice Details
Information about your practice account.
Practice Branding
Upload a logo for your practice. Shown in the sidebar and on documents. Max 500KB. PNG or JPG.
No logo uploaded
SMTP Configuration
Enter the SMTP details from your email provider (e.g. Microsoft 365, Google Workspace, or your domain host). No SMTP available? Sign up free at brevo.com → SMTP & API → SMTP tab and use those credentials here.
Database connection
Connected to Supabase — all data saves permanently.
Data health check
Recalculates every open job and deadline from scratch and reports anything that disagrees — wrong dates, mismatched deadlines, duplicate jobs. Read-only: it never changes anything. Run it after any bulk change.
Automatic sending
The morning check normally creates drafts for you to review. Tick a type below to have it sent automatically instead, with no review. Everything is off by default.
Think carefully before automating anything tied to a statutory deadline — an auto-sent reminder goes out with no chance to correct a wrong date or an inappropriate message. Birthday greetings carry no such risk.
Email templates
The automatic morning reminders use your saved templates. Any template you have never edited falls back to generic built-in wording instead of what the Templates tab shows. This publishes the current wording so the two always match. Templates you have edited are left alone.
Email signature
Used when emails are sent as formatted HTML. Nothing changes yet — emails still go out as plain text until the sending is switched over. Fill this in and use Preview to check how it will look. Images need a public web address; anything in the
/email/ folder of this site works.Backup & Restore
Download a full backup of all data (clients, contacts, proposals, services, jobs, deadlines, AML documents, LOE files). Covers both Practice Manager and Proposals.
Data Completeness
Download a CSV listing all blank fields across clients and contacts, so you can see what still needs filling in.
⚠ Danger zone
Permanently delete all clients, contacts, services, deadlines, jobs, emails and documents from the database. This cannot be undone.