Firm Oversight

A Clearer View of Your Whole Firm.

See new business, reviews, responsibilities and outstanding income together, so you know where attention is needed.

See Where New Business Stands.

See opportunities by stage, owner and expected fees. Spot stalled cases and decide where your team can make the biggest difference.

Keep Responsibilities Clear.

Give reviews, tasks and follow-up a clear owner. Keep due dates visible, so handovers do not become missed deadlines.

See What Is Due, Paid or Outstanding.

Keep fee records connected to the client work behind them. See what has arrived, what needs checking and what requires follow-up, with fewer separate spreadsheets.

Questions, Answered.

How does this differ from Control Centre?

Firm oversight brings business and client operations into view in Workspace. Control Centre focuses on the work being prepared through Weave.

Your client data.
Protected at every step.

Glimzer is built on enterprise-grade security to protect your firm’s work and your clients’ data. UK hosting, encryption at rest and in transit, role-based access controls and daily backups keep protection built into every step.

Your data stays yours. Customer inputs, outputs and documents are not used to train underlying AI models.

Explore security at Glimzer

See how Workspace and Weave fit your firm.

Request a demo