Seren · for accountants, consultants and professional services firms
Seren for professional services firms
Engagement letters, scope, fee caps and deadlines drift as work goes on. Seren keeps what was agreed with each client and flags work outside the engagement, fee changes agreed on calls, and deadlines that land after the client's own.
What Seren keeps for you
- Fees, fee caps and retainer hours
- Hours used against hours included
- Work outside the engagement letter
- Report and filing deadlines against the client's dates
- What was agreed on a call and not yet in writing
Every line links to the exact words it came from. Anything agreed on a call is marked until it's confirmed in writing, and Seren drafts the confirmation. It never sends anything on its own.
An example: Ashby & Rowe (fictional)
A fictional company from the demo. Every person and message in it is invented.
- The draft report is due after the client's signing deadline.
- A £75,000 fee cap was agreed only on a call.
- Tax advice was given outside the engagement letter.
Open this company in the demo (no sign-up).
What it reads
Outlook, Microsoft Teams, DocuSign, SharePoint. Read-only, and only the clients you choose.
Who sees what
Account managers see their clients. Team leads see their team. Directors see the whole company as a sky: every client as a star, grouped by team, kind of work, when it bites or risk. Seren rates clients by money at stake and how soon it bites, and never scores people.