StackeoPlatform / Work orchestration
Included in the founding firms programme
From a checklist to work that moves.
Each dossier starts from the firm’s own template: its tasks, who does each one, Vision or a colleague, and by when.
Built once, ready every time. The firm describes its way of running a dossier once; every new dossier follows it.
Templates of the firm
Tasks and steps written once, for each kind of dossier.
For each kind of dossier
A closing, a VAT return, a litigation, a company formation.
Versioned
Improve a template; the next dossiers follow the new version.
Vision or a colleague
Each task has an owner: a person, or Vision under a person’s control.
Vision prepares
Tasks it can prepare go to Vision, and come back for review.
People decide
Anything sensitive waits for a person’s yes.
Everyone knows where it stands
Deadlines in sight, notifications as work moves, the dossier’s conversation alongside.
A private dossier conversation in Messages.
Deadlines
Late tasks flagged in time.
Notifications
The right person told when a task is done or waiting.
Included in the founding firms programme
How firms use it.
Accounting firms
Year-end closing
The firm’s closing checklist, task by task, for every client.
Monthly VAT
Each client’s return prepared by Vision, reviewed by a person by the deadline.
Law firms
A new litigation
The steps of the procedure, the owners and the dates set at the start.
A company formation
Statutes, filings and client steps followed in one place.
The rules that apply. On every page of the platform, on every offer.
Our rules for your data- Your rights, never moreOur rule: Vision acts with the permissions of the person asking and of the firm.
- A person’s yes firstOur rule: anything sensitive waits for a person of the firm to approve it.
- Each firm isolatedOur rule: no firm can reach another’s data, and every boundary is checked by automated attempts to cross it.
- Sources cited, steps loggedOur rule: Vision cites the documents it used, and every step of its work goes to the firm’s log.
Questions, answered.
ContactDoes it replace our practice software?
No. Stackeo is designed to work alongside your software; it organises the work around the dossier.
How do we get it?
Included in the founding firms programme.
Join the founding firms.
Tell us how your firm works: the founders answer you and set Stackeo up with you.