Insights
Insight from a growing market, told in warm, plain English - practical advice for running your business beautifully.
Health Practices
Treatment plans tracked alongside notes and appointments
What's been agreed for a patient's ongoing care, kept in view alongside the notes and appointments that relate to it.
24 Sep 2026
Health Practices
Clinical notes that stay attached to the patient, not scattered across systems
Notes timestamped and attributed, kept together with appointment history, documents, and correspondence.
22 Sep 2026
Investment Advisory
Scheduling that keeps client reviews tied to their own file
Meetings and reviews linked straight to a client's record, so preparing means opening one file, not several.
20 Sep 2026
Investment Advisory
Why an internal ledger matters even when you're not the accountant
A genuine double-entry ledger for a practice's own record-keeping, connected to Xero, QuickBooks, or Sage.
18 Sep 2026
Mortgage Broking
Identity and credit checks, run straight from the case
IdCheck for identity and address verification, Click2Check for credit - both sent directly from a client's case.
16 Sep 2026
Mortgage Broking
Lender integrations: sourcing and submitting without leaving the case
Twenty7Tec, Mortgage Brain, and Iress Lender Connect, opt-in per organisation, right alongside the rest of a case.
14 Sep 2026
Estate Agency
Client money and landlord statements, handled properly
Rent collected on a landlord's behalf, held in a segregated client money account and ready to statement at any time.
12 Sep 2026
Estate Agency
Running lettings and sales as two pipelines, not one blurred number
A separate Lettings pipeline alongside Sales, so performance in each is never blended into one misleading figure.
10 Sep 2026
Construction
Taking payments on site through your own Stripe account
A payment link generated straight from an invoice, with funds settling to your own Stripe account.
08 Sep 2026