Can colleagues pick up a client conversation?
Client-linked messages sit alongside the work, subject to the team’s access permissions. Colleagues can see the relevant questions and replies without asking the client to start again.
Practice management
Less admin between the work and the client.
Let alloc organise incoming records, prepare follow-ups and bring stalled jobs to your attention. Give your team a clear place to pick up the work, respond to clients and prepare the bill.
Birchwood Studio Ltd
Limited company Active
OverviewWorkDocumentsBooksActivityDetailsMore
Accounts filing 31 Dec 2026Work in progress £1,240.00
Work
3View all
Annual accounts
Due 31 Dec 2026
September bookkeeping
Due 23 Oct 2026
October payroll
Due 30 Oct 2026
Documents
Add documents- Waiting for review
- 2
- Reviewed, not published
- 8
Client details
View details- Contact
- JLJamie Lewis
- jamie@birchwood.example
- Year end
- 31 March 2026
- Services
- Accounts · Bookkeeping · Payroll
Know which jobs need you next.
See who owns each job, what is ready for review and what is waiting on a client. Use templates for recurring work so your team can pick up a consistent process without rebuilding the task list.
Turn incoming email into useful work.
Connect Gmail or Microsoft 365 to bring client conversations and attachments into the workflow. Match messages to the client, put emailed records into document review and let colleagues pick up the conversation with the context they need. Less downloading, filing and forwarding; fewer requests for clients to repeat themselves.
Birchwood Studio Ltd
Limited company · Active
OverviewWorkDocumentsBooksActivityDetailsMore
Client email
1 attachmentSeptember records
15 Oct 2026JL
Jamie LewisTo North & Co.
Hi Emma,
Here are the invoices you requested.
Thanks,
Jamie
Client email and its attachments, with the work they belong to.
Follow up without maintaining another list.
Keep missing records and open questions with the job. alloc prepares focused requests and follows up on the schedule your practice sets. Your team can see what has been requested, what has arrived and where a personal conversation would help.
Give every new client a clear start.
Bring proposals, engagement letters, onboarding requests and AML checks into the client relationship. Keep outstanding information visible so your team knows what needs completing before the work moves on.
Prepare the bill with the work in view.
Record time and disbursements against the client and job. Bring unbilled work together for invoice preparation, then review the scope and fee before sending. Keep the basis for a fee conversation close to the work that prompted it.
Questions
How are reminders controlled?
Your practice sets the follow-up schedule. Open requests stay visible with the job so your team can review them and decide when personal contact is more useful.
Does this also cover bookkeeping and accounts?
Yes. Practice management is one part of alloc. The records and work collected here support Books, accounts production and tax.
Give your team more time for client work.
alloc is in early access. Join the waitlist for product and access updates.