Workflow map
Practice workflow
Calendar work turns client and document signals into dated obligations, agenda items, and review timing.
1SetupPractice profile, capacity, service focus2LeadQualified prospect and offer fit3ClientOnboarding, tasks, contacts, follow-up4DocumentsVault evidence and review-ready files5CalendarDue dates, agenda, and reminders6BooksInternal ledger support and close pack7ReviewReviewed action, export, or client handoff
Urgent
3
Needs immediate attention
Overdue
1
Past due reminders
Waiting
1
Client support missing
Client work
3
Client-linked deadlines
Month View
June 2026
Deadline placement by due date, with urgent work separated into the agenda rail.
Overdue
Due This Week
Waiting on Client
Scheduled
Sun
Mon
Tue
Wed
Thu
Fri
Sat
31
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
29
30
1
2
3
4
5
6
7
8
9
10
11
Coverage
Linked work
Client deadlines3
Accreditation deadlines3
Compliance calendar boundary
Treat these reminders as workflow support. Final filing validity still depends on the actual authority requirements, complete support, and human review.