For professional services firms
Work like professionals.Grow in order.
Law firms, architecture studios, accounting practices and any service firm with 3 or more people. Trazday centralizes every deliverable, client and owner so you can grow in an orderly, scalable way.
No credit card required.
- Ready from minute one
- 30 days free
- No credit card required
Firms that live on their reputation
Every client expects delivery on time. And someone answers for it.
A brief, a set of drawings, a month-end close or a report: the work passes through several hands and the client only sees the final result.
The one who answers to the clientPartner · Managing Director
Needs to know what's pending, who has it and what's late, without asking everyone one by one.
Law firms
- Case files
- Filings
- Deadlines
Architecture
- Drawings
- Permits
- Site work
Accounting
- Closings
- Tax filings
- Reconciliations
Consulting
- Assessments
- Reports
- Presentations
What it costs not to centralize
The quote nobody sent. The client who left.
It's probably happened to you: a client lost because the quote didn't go out on time, or a project that didn't move the way it should because nobody was following up. It wasn't a lack of talent. It was the lack of one place where everything is visible.
Google Drive & OneDrive
Good for: Storing documents.
The limit: They store files, they don't manage: they won't tell you what's missing or who has it.
Excel & Google Sheets
Good for: Getting started.
The limit: With real clients you need to coordinate and prioritize, not just list.
Email
Good for: Talking to the client.
The limit: A quote forgotten in the inbox is a lost client.
WhatsApp
Good for: Quick coordination.
The limit: Agreements and deadlines get lost between messages.
Excel is a good idea when you start. Once you handle real clients, you need a real tool.
A real tool for real work
Coordinate, follow up and prioritize, in one place.
Everything a firm needs so that no deliverable depends on someone's memory.
- One board per client or projectEach account on its own board, with up to 5 reference files and folders to group them.
- Every deliverable has an ownerAssign the task and the person gets a notice with the board and the dates.
- Deadlines that holdSchedule, deadline time and available days on every task.
- Automatic follow-upIf a task isn't completed, Trazday notifies its creator and owner.
- Context next to the taskMessages and attachments stay on the task, not scattered across emails.
- Role-based permissionsDecide who can view, edit or manage each team and board.
Where to start?
Urgent isn't always important.
Ask someone where to start and they'll say: with whatever is due tomorrow. But that task may not help the business grow, and its real priority may be low. In Trazday you enter each task's time and impact, and the order stops depending on the day's pressure.
- 1Every task with its estimated time and an impact from 1 to 10.
- 2Trazday reorders the work and sets the priority.
- 3Your team knows where to start without asking you.
- 4Less mental load for you and your team.
Illustrative images.
Other solutions
Your clients expect professionalism. Start with how you work.
Centralize every deliverable, follow up on every client and decide clearly what comes first.
No credit card required.
Choose a plan to keep using Trazday after your 30-day trial.
