← AI in CA practice
Col. F · Case
FirmDesk.
Engagement and task desk
Problem
Engagements lived across email, spreadsheets and chat. Deadlines were tracked in heads, and handovers lost context. No one could see what was stuck without asking.
OutcomeThe status view replaced the Monday status meeting. Handovers carry their context with them.
What it does
- One record per engagement with owner, stage and due date
- Statutory due dates pulled in from the compliance calendar
- Daily digest of what is due, late and blocked
- Review notes attached to the engagement, not to an email
- Handover summary generated when an owner changes
Built with: Python, Postgres, a web front end, self-built
Screenshot to be supplied
Screenshot to be supplied