Quick access
Overdue deadlines
Loading…
Due in next 30 days
Loading…
Emails awaiting send
Loading…
No LOE signed / attached
Loading…
AML not passed
Loading…
Risk assessment reviews due
Loading…
Client ↕Primary contact ↕Email ↕✉Phone ↕WYear End ↕CS Date ↕Last Review ↕AlertsAMLLOE
Loading clients...
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 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 your Brevo SMTP credentials. Sign up free at brevo.com → account menu → SMTP & API → SMTP tab.
Database connection
Connected to Supabase — all data saves permanently.
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.