Keep your practice organised, with the next action always in sight.
PRACTICE MANAGEMENT
What is Arkiden Workdesk?
A practice workspace that connects the entire client relationship: winning the work, collecting information, assigning jobs, meeting deadlines and getting paid.
The challenge
Practice work crosses client records, emails, calendars, billing and compliance checks, making the next action difficult to see.
The approach
Jobs, messages and approvals should remain attached to the client they concern, so context survives a handover between team members.
Illustrative interface
Client records
Capture details once and keep the full relationship together.
Jobs & deadlines
Plan work around company dates and team responsibilities.
Client portal
Messages, document requests, signing and approvals.
Billing & compliance
Manage fee invoices, identity checks and AML reviews.
A simpler way to get things done
Capture the client
Add the client and key details.
Plan the compliance year
Set key dates and plan the work.
Assign and deliver work
Keep jobs moving with your team.
Request approval and bill
Share, sign off and issue invoices.
Less administration. More useful time.
Forms prepared. Work moved forward.
Automation is part of the full Arkiden Workdesk specification, from the first record to the next action. These workflows include planned capabilities; release availability is confirmed before ordering.
01Proposal accepted
02Onboarding pack generated
03Jobs and reminders scheduled
The right forms for the work
Engagement letters, proposals, client onboarding questionnaires, authority requests, AML information forms, document requests, approval forms and disengagement letters.
Generated from your approved templates, pre-filled from the record, sent for completion or signature, and stored with the work they belong to.
What runs automatically
An accepted proposal creates the client onboarding pack, assigns the team and starts the agreed recurring service schedule.
Client dates and service rules generate jobs, checklists, deadlines and missing-information requests; reminders escalate to the responsible person.
Approved milestones prepare fee invoices and update the client portal, while completed Books and Tax work updates the practice job.
Weekly workload, overdue work and fee reports are generated for practice managers; exceptions stay visible until resolved.
How you stay in control
Client approval, identity-check decisions, sensitive communications and final filing instructions stay with the authorised people.
Choose the triggers, rules and approval points. Track actions, pause workflows and resolve exceptions without losing the history. Forms and automated steps are configured for your organisation, sector and location.
The complete scope
What Arkiden Workdesk covers.
Explore the modules and workflows in the full product specification. This includes planned capabilities; current release availability and supported connections are confirmed with you before an order.
01
Clients & relationships
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Company, individual and contact records with linked relationships and service history.
Custom fields, document folders and a timeline of conversations, requests and decisions.
Import existing client lists, identify duplicates and archive records without losing history.
02
Proposals & onboarding
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Track enquiries from first contact to an agreed scope and fee.
Prepare branded proposals, engagement letters and signing requests.
Use onboarding checklists for information, identity documents and authorisations.
03
Jobs & recurring deadlines
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Create jobs from client dates, service subscriptions and recurring templates.
Assign owners, dependencies, review stages and internal target dates.
Spot overdue work and blocked tasks in team calendars and workload views.
04
Client portal & communication
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Request documents, ask questions and share updates in the relevant client record.
Keep signatures and approvals attached to the exact document version.
Track outstanding responses and send scheduled reminders with an activity history.
05
Team capacity & time
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Plan work across staff, roles and available capacity.
Record time, budgets and write-offs against jobs.
Compare estimated effort with actual delivery and identify work needing attention.
06
Practice billing
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Prepare one-off and recurring fee invoices from agreed services.
Track payments, outstanding balances and collection reminders.
Report on service income, unpaid fees and client profitability.
07
Compliance workflow
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Maintain identity-check evidence, risk assessments and review dates.
Track AML tasks, engagement renewals and responsibility for each review.
Keep a dated history of changes and approvals; checks requiring external providers are scoped separately.
08
Reporting & Suite handover
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Filter dashboards by owner, client, service, stage and deadline.
Connect the client record to Books periods and Tax submissions.
Keep requests, reviewed figures and approvals linked through the full job.
09
Automatic forms & document generation
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Generate the required document pack for the agreed workflow from configurable, business-approved templates: engagement letters, proposals, client onboarding questionnaires, authority requests, AML information forms, document requests, approval forms and disengagement letters.
Pre-fill known information, use conditional questions, request missing details and create branded documents without retyping records.
Collect signatures or acknowledgements where appropriate, issue reminders and keep the exact signed version with its related record, permissions and retention settings.
Let your team add or adapt templates as requirements change, with review and version control before a revised form is issued.
10
Connected workflow automation
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An accepted proposal creates the client onboarding pack, assigns the team and starts the agreed recurring service schedule.
Client dates and service rules generate jobs, checklists, deadlines and missing-information requests; reminders escalate to the responsible person.
Approved milestones prepare fee invoices and update the client portal, while completed Books and Tax work updates the practice job.
Weekly workload, overdue work and fee reports are generated for practice managers; exceptions stay visible until resolved.
11
Automation controls & review
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Configure triggers, conditions, schedules, owners and approval steps; test the workflow before enabling it.
See every automated action, its source and outcome. Failed jobs, missing information and uncertain suggestions enter a visible exception queue with a responsible owner.
Pause or override a workflow with a reason; retry safely without creating duplicate records, repeated messages or duplicate charges.
Client approval, identity-check decisions, sensitive communications and final filing instructions stay with the authorised people.
In practice
Where it makes a difference.
Example workflows showing how the product is intended to support everyday work.
01
New client
Turn an accepted proposal into an onboarding checklist, recurring service schedule and named delivery team.
02
Busy filing period
See jobs due, missing client information and review bottlenecks together before deadlines slip.
03
Practice review
Compare delivery time and fee income, then improve templates and responsibilities for the next cycle.
What we are building towards
One client history from first enquiry to final filing.
Deadlines driven by the client’s own dates and agreed services.
Suite handovers that retain the context behind a figure.
Your setup
Shaped around the way you work.
Configuration is agreed with you. Bespoke development, migrations and external services are scoped and priced separately where needed.
Make it fit your business
Configurable fields, sector-specific forms, document templates, workflow rules and terminology appropriate to the product.
Give people the right access
Role-based permissions, protected company boundaries and deliberate sharing controls.
Keep a useful history
Dated changes, approvals and source records so important actions can be reviewed.
Bring your information with you
Agreed import templates, migration checks and a practical data-export route.
Connect the right systems
Confirmed integrations with visible sync status, error handling and ownership.
Keep improving after launch
An agreed hosting, maintenance and support arrangement, regular check-ins and a prioritised improvement list.
Automate the routine
Event-driven tasks, document generation, reminders and reporting, with approval gates, activity logs and clear exceptions.
Control your forms
Your approved templates, conditional fields, pre-filled records, signatures, document versions and retention settings. Template coverage is agreed for your sector and location.
Connections, coverage and rollout
Books and Tax are the intended native connections. Email, calendar, signing, identity checks and payment-provider connections must be confirmed for your setup.
The Arkiden Experience
Try it. Shape it. Keep improving it.
We agree the priority workflow with you, give you a demo to explore and use your feedback to refine the result. Hosting, maintenance, regular check-ins and ongoing development can continue under an agreed support plan.
