A dependable way to track contract renewals with advisory clients is to register each contract with start date, term, fees and renewal conditions, review a list of contracts approaching renewal and schedule a review meeting with each client before the date. In Jestor, contracts are linked to clients, hours and
To manage prospect follow-ups after a discovery meeting, record the meeting notes and the prospect's needs immediately, define the next step with a date, prepare and send the proposal and schedule follow-ups until the prospect decides. In Jestor, prospects move through a CRM pipeline, and every
You can measure profitability by client, service, and partner by linking fees billed to each client and service, recording the hours spent by each professional with their cost rate and calculating the margin per client, service and responsible partner. In Jestor, fees, hours and rates are connected, giving an operational
A good way to manage subcontracted experts on consulting projects is to keep a profile for each expert with expertise, rates and availability, define a clear scope and deliverables for each assignment, track hours and deliveries and approve payments based on accepted work. In Jestor, experts, assignments, deliverables and payments
To handle client data requests and access permissions securely, log every request for client information with who asked, what was requested and why, approve it according to the firm's policy, grant access only to the people who need it and keep a history of access changes. In Jestor,
You can keep track of hearings and meeting dates on a shared calendar by registering every hearing and client meeting as an event linked to the case or client, assigning who attends and creating preparation tasks with deadlines before each date. In Jestor, events, cases and tasks are connected, so
A clear way to manage training and certification hours for professionals is to record every course with hours, date and certificate, sum hours per professional and period and compare them with the requirements each professional must meet. In Jestor, training records are linked to professionals, so the firm sees who
To track client satisfaction after each engagement, send a short survey when the work is delivered, link the answers to the client, service and team, review scores regularly and follow up personally on low scores. In Jestor, survey answers feed dashboards by service and partner, and low scores create follow-
You can standardize checklists for month-end closing tasks by defining a checklist template for each type of client, generating it every month with owners and deadlines and tracking completion and blockers on a shared board. In Jestor, the checklist organizes the workflow, while the accounting entries and reconciliations themselves
A good way to manage internal review steps before delivering a report is to define who reviews what — content, numbers, formatting, final approval — give each reviewer a checklist, record findings and corrections and release the report only after all steps are completed. In Jestor, review steps move through a Kanban,
To track time spent on non-billable tasks, ask professionals to log all their time — not only billable hours — using a short list of non-billable categories such as internal meetings, admin, training, business development and rework, and review the totals regularly. In Jestor, billable and non-billable entries live
You can keep a record of conflict checks for new clients by requiring a conflict check request before any new engagement, searching existing clients and related parties, documenting the result and decision and blocking engagement until the check is approved. In Jestor, clients, related parties and conflict checks are connected