A weekly routine for many clients and deadlines

The busy season is a list problem. If you can see every job and its date, it is manageable.

One list

Every job goes into the tracker the day it is agreed, with the due date. If it is not on the list, it will be forgotten.

Work to an earlier date

Set your own date a few days before the real one, and treat that as the deadline. A buffer absorbs the client who sends papers late and the day you are ill.

A weekly routine

Monday: open "Needs attention", choose what must move this week.
Daily: ask for missing documents on jobs due in the next two weeks.
Friday: update stages, send reminders and send bills for finished work.

The busy season

Plan the heavy weeks in advance: tell clients early dates for papers, take on only the jobs you can finish and book extra help if you can. Say no, politely, to work you cannot do well.

Collect fees

Send the bill when you send the finished work and note it as unpaid in the tracker. The "Work done" message asks for the fee politely.

Where dates come from

Official due dates change by year and by case. Always take them from the official source or your adviser, not from a list that this site gives. The tracker only reminds you of the date you typed.

Common questions

How many clients can one person handle?

It depends on the work. Count the hours each job really takes, including waiting and corrections, and do not take on more hours than you have.

Should I work on Sundays in the busy season?

Sometimes it is needed, but plan so it is the exception. Tired people make mistakes in documents that matter.

Keep going

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