TOOLS / FIRM MANAGEMENT · the command center
Every job tracked.
Every chase automatic.
Bookkeeping jobs, client documents, invoices, and signatures — tracked on one board, chased by one engine, silent the moment the client acts. Your team works the exceptions. FirmGlyde does the follow-up.
// jobs · invoices · documents · signatures — one systemopen the app → know the day
// WALK THROUGH IT
One board. Four chases. Zero follow-up.
The actual flow — click the steps to see each stage.
| Task | Client | Why it’s up top | |
|---|---|---|---|
| 🔴 | Review July rec exceptions | Bluewater · high-value | due tomorrow · $4.1k WIP |
| 🟠 | Missing fuel-card statements | Redline Freight | blocking the 1120-S · auto-chasing |
| 🟠 | Payroll variance — July | Cascade Carriers | due in 2 days |
| 🟢 | Depreciation schedule — final | Ironpeak | Done ✓ |
open the app, know the day · templates generate the recurring work; the priority engine sorts it; stuck jobs rise before they become missed deadlines
✉️ Invoice email · Pay button — sent, opened day 0
💬 Text with payment link — sent, clicked day 3
◉ PAID $2,450.00 — chase stopped · QuickBooks updated day 4
📞 Reminder call — cancelled · never fired
👤 Staff escalation — cancelled · never needed
no dunning after payment. ever. · payment anywhere silences everything instantly — the auto-stop is the whole point
Cascade Carriers12/12 ✓ filed to vault
Redline Freight9/12
Meridian Haulage4/12 · nudged
wrong-year W-2 → rejected on the spot · client re-asked automatically
tax season without the inbox · magic links, instant validation, auto-reminders — and a vault that keeps itself organized
📄 Engagement letter — built & priced from your list signed on phone
📄 8879 — fields placed themselves · SIGN 0.98 · DATE 0.99 placed
📄 8879 joint — spouse line 0.71 ⚠ glance & confirm
🔁 Unsigned after 2 days → chased on the same engine
nobody drags a box · letters price themselves, fields place themselves, and unsigned never sits in a pile
// HOW IT RUNS
The engine under all of it.
01
Track
Jobs, invoices, documents, signatures — one board
02
Chase
Email → text → call, your cadence and tone
03
Check
Status re-verified before every single touch
04
Stop ✓
Client acts — everything goes silent, instantly
05
Digest
One morning email: what moved, what needs you
// WHY FIRMS SWITCH FOR THIS
Run the firm by exception.
🧭
One board, the whole practice.
Not five tools with five logins — jobs, money, documents, and signatures on one screen, sorted by what actually matters today.
🛑
One engine chases everything.
Invoices, missing documents, unsigned letters — same ladder, same guardrails, same instant silence when the client acts.
🧾
Every touch on the record.
Email, text, call, signature — one audit timeline per client. When anyone asks what happened, the answer is one click.
// SIXTY SECONDS
Watch a firm run its day.
▶
VIDEO SLOT · FEATURE FILM — FIRM MANAGEMENT
16:91920×108055–60scollections script locked · full film TBDposter frame: this page's 4K hero · production: Higgsfield (screens as reference)
// IT DOESN'T WORK ALONE
The command center feeds the specialists.
Run tomorrow
from one board.
Bring your job list and watch the whole firm's day sort itself — chases included.
Get early access →