PRACTICE OPERATIONS · END-TO-END
The client record your entire practice can rely on.
Replace scattered spreadsheets, follow-ups and chat history with a single view of every client, deadline and responsibility.
01 One workspace02 Every hand-off03 Human-approved AI
Live control
✓ Review ready
THE SOLUTIONControl the office from one dashboard: clients, work, employees, documents, communication and billing.
INTERACTIVE PRODUCT WALKTHROUGHSee ClientDesk run the work
See ClientDesk run the work
from beginning to sign-off.
Choose a stage to explore its workspace, team hand-off, controls and visible outcome. This is an original Ledzerly product tour shaped around the end-to-end clarity of a professional practice guide.
CLIENTDESK / ONBOARDOnboard command centre
Team onlineRR
◉Client ManagementPriority itemTodayReview
✓Task & Retainer ManagementConnected task and evidenceTomorrowReady
▦Compliance CalendarConnected task and evidence18 AugWorking
◫Document ManagementConnected task and evidenceThis weekWorking
CONNECTED IN THIS STAGE◉ ✓ ✓
Client ManagementMaintain client, group, entity, contact, registration and service details once.
Task & Retainer ManagementCreate recurring work, assign users, change status in bulk and verify completion.
Controlled hand-offEvidence, ownership and history move into the next stage.
Live product-style walkthroughTasks · Documents · Communication · Billing · Review · Client access
INTELLIGENT WORKFLOW✓ REVIEW IN CONTROLHUMAN EXPERTISE, AMPLIFIED
A workspace that feels one step ahead.
ClientDesk brings your professionals, live work and an intelligent assistant into one clear environment—so the next action is visible and every decision remains yours.
01 Context travels with the work02 Exceptions surface automatically03 People approve every outcome
COMPLETE FEATURE CATALOGUE
Everything your team needs inside ClientDesk.
Purpose-built modules that stay connected instead of creating another set of silos.
01
Client Management
Maintain client, group, entity, contact, registration and service details once.
02
Task & Retainer Management
Create recurring work, assign users, change status in bulk and verify completion.
03
Compliance Calendar
See upcoming GST, TDS, ITR, audit and corporate deadlines across every client.
04
Document Management
Centralise return documents, acknowledgements, evidence and physical in-out tracking.
05
DSC Management
Track digital signature certificates, holders, expiry dates and renewal action.
06
Billing & Recovery
Create invoices and receipts, monitor dues and automate payment reminders.
07
Automated Communication
Send scheduled email, WhatsApp and SMS reminders, links and document requests.
08
Employee Management
Manage users, roles, assignments, workload, performance and accountability.
09
Import & Export
Bring in client and task data and export operational reports when required.
10
Client Portal
Let clients upload documents, view status, download outputs and check balances.
11
Multi-billing Entities
Operate multiple billing entities while keeping client work organised.
12
Practice Reports
Analyse overdue work, completion, productivity, billing, recovery and client service.
LEDZERLY / PRODUCT GUIDEClientDesk
in full.11-page guide · workflow · features · controls · pricing↗
in full.11-page guide · workflow · features · controls · pricing↗
FRESH PRODUCT REFERENCE
Take the complete ClientDesk guide with you.
Explore the newly redesigned 11-page product brochure with the end-to-end workflow, feature catalogue, dashboard view, controls, pricing and next steps.
CONTROL BUILT IN
Professional-grade accountability across every module.
Role-based access
Users only see the clients, entities and work their role permits.
Complete activity history
Changes, preparation, review and approval remain traceable.
Maker-checker workflow
Important actions move through defined review and sign-off.
Connected documents
Evidence stays linked to the task, entry, return or engagement.
SEE CLIENTDESK IN ACTION