Execution
The dashboard is the source of truth for tasks, documents, stalled items, escalations, and exports. System-led tracking.
- Dashboard as source of truth
- Task and document status, stalled items, escalations
- Exports and timing insights
Information only. Not legal advice. If you need legal advice, speak to a qualified solicitor.
How it works
- 1Unlock your report
- 2Choose Execution add-on
- 3Get checklist, progress tracking, and printable exports
Readiness vs Execution
Readiness is manual-based tracking; Execution is computer-based tracking with the dashboard as source of truth. Here's how they compare:
| Readiness | Execution | |
|---|---|---|
| Tracking model | Manual-based—you lead preparation and verification | Computer-based—dashboard is source of truth |
| Time horizon | 30 days | 90 days |
| Workspace focus | What's known, missing, unclear, needs checking | Task/document status, stalled items, escalations, exports |
| Includes exports | Yes | Yes |
| Reminders + follow-through | No | Yes |
What you get
Operational tracking workspace
The dashboard is the source of truth for task and document status, stalled items, timing insights, escalations, and exports.
Longer access for real timelines
Many processes take weeks or months. Execution gives you longer access so you can keep the dashboard as your operational reference.
Stalled items and escalations
Track what's stuck, open escalations, and follow-through from the dashboard.
Printable exports
Download your checklist (PDF/Word/Excel) for your records or to share with others. Exports reflect dashboard state.
How access works
- One-off pass with 90 days access from purchase
- You can export your checklist during access
- If your access expires, you can purchase again later if needed
Privacy & data
- We minimise data, avoid storing unnecessary personal information, and design for safety and clarity.
- Clear pricing. Clear access periods. You can export your checklist for your own records.
- Information only. Not legal advice. If you need legal advice, speak to a qualified solicitor.
Frequently asked questions
Do I need to buy Readiness first?
No. You can buy Execution directly. Execution includes everything in Readiness, plus longer access and follow-through prompts.
Are reminders mandatory?
No. Reminders are optional and designed to be helpful, not intrusive.
Is this legal advice?
No. It provides information and organisation tools. If you need legal advice, speak to a qualified solicitor.
Sample workflows
Each example is labelled by what’s in the dashboard today: Available now, Partially available, or Planned.
Available now = usable in the dashboard today. Partially available = some support exists; the fuller workflow is still in progress. Planned = not yet available in the dashboard.
These are a small selection of decision-useful examples. Availability reflects current dashboard support; we’re adding more over time. Your add-on includes many more workflows, prompts, and exports tailored to your report.
Escalation triggers and “get help if…” guidance
Highlight points in your checklist where it may be worth pausing and getting help before continuing.
Best for:
- When you want to see where things could become higher risk
- When you prefer clear “get help if…” prompts instead of guessing
Example tasks:
- Review escalation triggers in your exported checklist
- Note which areas feel higher risk or unclear
+ 2 more in the add-on
Example outputs:
- Checklist sections with “get help if…” prompts
+ 1 more in the add-on
Export status report
Generate a summary of progress for sharing or review.
Best for:
- When you need a summary of progress
- When sharing updates with others
Example tasks:
- Generate status summary
- Include completed items
+ 3 more in the add-on
Example outputs:
- Status report template
+ 2 more in the add-on
Weekly check-ins and reminders
Partly supported through a weekly goal and streak in the dashboard. A reminder schedule or calendar is planned.
Best for:
- When you need regular prompts to stay on track
- When progress can stall without reminders
Example tasks:
- Set weekly reminder schedule
- Review what's completed
+ 3 more in the add-on
Example outputs:
- Weekly check-in template
+ 2 more in the add-on
Follow-through on document requests
Partly supported through document status (e.g. requested) and checklist export with who provides and turnaround. A request list with follow-up dates and response tracking is planned.
Best for:
- When documents are requested but not yet received
- When follow-ups are needed
Example tasks:
- Track requested documents
- Set follow-up dates
+ 3 more in the add-on
Example outputs:
- Document request tracker
+ 2 more in the add-on
Showing 4 of 8 example workflows
Important: This service provides information and guidance only. It does not provide legal advice.