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161 calculators, date checkers and letter writers for small UK firms. Each runs in your browser, states the rule it applies and the date we checked it, and needs no sign-up. You can have the result emailed to you if you want a copy.
Accountancy practicesLetting agentsRecruitment agenciesSolicitorsTrades and building firmsDental, physio and aesthetics clinicsOnline shopsRestaurants, pubs and small hotelsFinancial advisers and mortgage brokersBlock and property managersAI for small firms
Accountancy practices
Taking on and letting go of a client: ten yes-or-no questions for an accountancy practiceTen yes-or-no questions on the practice's own duties at each end of a client relationship: the enquiry, checks, engagement letter, records, fees and HMRC.MTD for Income Tax: when this client startsFour questions on a client's income and HMRC's exemptions, leading to one of eight outcomes: in since April 2026, in from 2027, exempt, or not yet.Late return or late payment: which penalty scale appliesThree questions on what is late, for which tax year and whether it is the return or the money, leading to the penalty scale that applies and its first figure.MTD for Income Tax: start date and quarterly deadline checkerEnter a client's qualifying income for three tax years and get the date they come into MTD, this year's four quarterly deadlines, and the penalty points rule.Companies House late filing penalty and confirmation statement date calculatorEnter the accounts deadline and the filing date to see the penalty band and the doubling rule, plus the confirmation statement filing date and fee.Records request letter maker (MTD quarter, year end or VAT return)Make a records request letter with the client's missing items and the dates filled in: a first request, a reminder, and a final letter before the deadline.Self Assessment late filing and late payment penalty estimatorFiling date, tax due and payment date in; the £100 penalty, daily penalties, 6 and 12 month charges, late payment penalties and interest out.Accountancy practice readiness check: ten yes-or-no questions on MTD, AML, clearance and client recordsTen yes-or-no questions for a small UK accountancy or bookkeeping practice on MTD sign-up, AML supervision, new clients, records dates and leavers.Admin scorecard for a accountancy practice: the office hours a week that could be prepared by AI and checked by you, job by jobEnter the hours a week your practice spends chasing records, coding, deadlines and onboarding to see which jobs AI could prepare and what stays with you.Client fee calculator for accountants: the monthly fee this client needs, and the hourly rate the present fee paysEnter the hours a client takes across bookkeeping, VAT, payroll, year end and emails to see the fee that recovers your rate and what the present fee pays.Disengagement letter maker for accountantsA disengagement letter and status report to copy, the five things ICAEW says the letter should cover, and the HMRC steps for removing a client afterwards.MTD for Income Tax client checklist26 steps to move one client into MTD for Income Tax: the income test, agent access, sign-up details, software, records dates and the first quarterly update.New client onboarding checklist26 steps for taking on a new accountancy client: the enquiry to the old accountant, AML checks, the engagement letter and HMRC access, each with its rule.Professional clearance letter makerA professional clearance letter and follow-up to copy, with a dated 42-day timetable and ICAEW's rules on silence, unpaid fees and handing over records.30 December records request email makerFile online by 30 December 2026 and HMRC can collect a balance under £3,000 through the 2027 to 2028 tax code. The conditions, a worked example and a timetable.Late Self Assessment registration email makerA client who registers for Self Assessment after 5 October gets a later filing date but still pays by 31 January. The penalty rule, an example and an email.
Letting agents
Can I charge the tenant for this?Five questions on what the money is for, whether the agreement provides for it and when it is paid, leading to the rule, the cap and what to do.Can this rent go up, and when?Five questions on the landlord, the last increase, the 52 weeks and the notice, leading to whether the rent can rise, which form and the date it can start.Deposit cap and protection deadline calculatorWork out the maximum deposit, holding deposit and rent in advance from the monthly rent, plus the 30-day protection deadline, and why rent ÷ 4 breaks the cap.Ground 8 rent arrears checkerCheck whether a tenant's arrears meet Ground 8 after the Renters' Rights Act: 3 months' or 13 weeks' rent, owed at notice and at the hearing.Rent arrears letter makerMake a rent arrears letter with the figures filled in: a friendly reminder, a formal arrears letter, and a final letter before a Section 8 notice.Lettings compliance date trackerEnter a property's last gas check, EICR and EPC dates and get every due date, the early-renewal window for gas, and a calendar file with reminders.Section 13 rent increase date checker: the earliest date a new rent can startHow letting agents in England raise rent since 1 May 2026: Form 4A, two months' notice, the 52-week rule, a worked date example and the tribunal.Late information sheet covering email and letter makerThe information sheet was due by 31 May 2026. Which tenancies needed it, the only valid ways to send it, a proof log and an email for any you missed.Admin scorecard for a letting agency: the office hours a week that could be prepared by AI and checked by you, job by jobEnter the hours a week your agency spends on emails, compliance dates, arrears and repairs to see which jobs AI could prepare and what stays with you.Gas safety access letter makerHSE looks for at least three attempts when a tenant blocks a gas safety check. A dated timetable, three letters to copy and the log that proves you tried.Holding deposit written notice makerA holding deposit is capped at one week's rent and has a 15-day deadline. The dates worked through, a keep-or-refund table and the written notice to send.Letting agent readiness check: ten yes-or-no questions on deposits, notices, rent increases, pets and gas safetyTen yes-or-no questions for a letting agency in England on deposits, arrears letters, rent increases, pet requests, gas access and the information sheet.New tenancy checklist for letting agents24 steps to start a tenancy in England, from the advert to day 30: holding deposit, written terms, certificates, alarms and deposit protection, with the rules.Pet request reply letter makerA landlord must answer a tenant's written pet request within 28 days and cannot refuse without a fair reason. The dates worked through, with letters.Yearly renewals checklist for a managed property25 steps for the yearly run on one managed property in England: gas check, EICR, EPC, alarms, HMO licence, PRS Database details and the rent, with the rules.
Recruitment agencies
Agency fees: can this one be chargedSeven questions on who pays, what the fee is for and when the worker starts, leading to one of eight outcomes with the section or regulation behind each.Gangmaster's licence: is one needed for this supplyFour questions on the work, the worker's own job, your agency's part and the licence you hold, leading to one of eight outcomes with the rule behind each.HMRC intermediary report details request makerThe HMRC employment intermediary report for 6 July to 5 October 2026 is due by 5 November 2026. Who goes on it, the details to collect, and the penalties.Optional paid service notice maker for candidatesCharging a candidate for finding work is an offence under section 6 of the Employment Agencies Act 1973. What you may charge for, on what notice, and the risk.Admin scorecard for a recruitment agency: the office hours a week that could be prepared by AI and checked by you, job by jobEnter the hours a week a consultant spends on CVs, scheduling, searches and compliance to see which jobs AI could prepare and what stays with them.Agency worker 12-week rule calculator: qualifying weeks counted, breaks that pause and breaks that resetEnter the assignment start and up to three breaks to see the qualifying weeks, the date equal treatment begins, and which breaks paused or reset the clock.Late recruitment fee letter maker: reminder and final noticeWhat an agency can add to an overdue recruitment invoice: interest at 8% over Bank Rate, a fixed £40, £70 or £100, and a reminder and final letter to copy.Interview confirmation email maker: the candidate email, the client email and the file note, ready to sendEnter candidate, client, role, time, format and interviewer to get the candidate email, the client email and a one-line file note, ready to send and print.Permanent placement checklist for agencies24 steps for one permanent placement, from accepted client terms and the first CV to the invoice, late payment interest and the rebate period.Recruitment agency compliance readiness check: ten yes-or-no questions on terms, temps, right to work, AI and late feesTen yes-or-no questions for a small UK recruitment agency on signed terms, transfer fees, the 12-week rule, right to work, sick pay, AI and late fees.Recruitment fee and rebate calculator: the invoice, the rebate scale with dates, and the temp-to-perm windowEnter salary, fee percentage and start date to get the invoice, a rebate table with the date each band ends, and the temp-to-perm window under regulation 10.Right to work check router: which check, what to keep, when to check again, and what a missed check costsPick what the candidate holds and who employs them to get the check to do, what to keep, the follow-up date and the penalty for a missed check.Temp margin calculator: the true cost of an hour with holiday pay, employer NI and pension, and what is left of your charge rateEnter pay rate, hours and charge rate to see the hourly cost with holiday pay, employer National Insurance and pension, and your margin in pounds and percent.Temp-to-perm choice letter maker: extended hire or transfer feeWhen an agency can charge for a client taking a temp on permanently: the eight and fourteen-week limits, the extended-hire choice, and the clause.Temp placement checklist for agencies27 steps for placing a temporary worker, from the Key Information Document and right to work check to the 12-week clock and the transfer fee window.
Solicitors
SRA Transparency Rules: does this service need a price pageFive questions on the service, its limits, how it is paid for, the website and conditional fees, leading to one of eight outcomes with the SRA rule behind each.Accountant's report: obtain, deliver or exemptSix questions on client money, Legal Aid, the £10,000 average, the £250,000 maximum and the SRA, ending in whether to obtain a report, deliver it or neither.Complaint about a law firm: which time limit appliesFive questions on who is complaining, when it was first raised and what the final response said, giving one of seven outcomes with the rule behind each.Residual client balance tracing letter makerHow a small firm clears residual client balances: return promptly, trace the owner, pay £500 or less to charity itself, and apply to the SRA above that.Admin scorecard for a law firm: the office hours a week that could be prepared by AI and checked by you, job by jobEnter the hours a week a fee earner spends on client updates, chasing, file opening and dates to see which jobs AI could draft and what stays reserved.New matter file-opening checklist: transparency rules, client care letter contents, cancellation rights and due diligence, checkedPick the service, client type and how the retainer was agreed, tick what is on file, and get Pass or Fail on transparency, client care, cancellation and CDD.Complaint deadline calculator for law firms: the eight-week date, the six-month Legal Ombudsman limit and the one-year limitsEnter the date a complaint arrived and see the eight-week date, the six-month Legal Ombudsman limit after your final response, and the one-year limits.Conveyancing client update writer: the short, predictable update the Legal Ombudsman asks for, even when nothing has movedPick the stage, who you are waiting on and the next update date, and get a four-paragraph client update with a file note, in the shape the Ombudsman recommends.Land Registry requisition extension request makerHM Land Registry allows 60 working days to reply to most requisitions, warns at day 40, then cancels. The dates worked, with an extension request to copy.Complaint handling checklist for law firms26 steps for handling a complaint to a law firm, from the day it arrives to the final response at eight weeks, each with the rule and source behind it.Probate timeline calculator: the inheritance tax deadline, the IHT400 window, when to apply, and the dates after the grantEnter the date of death and the tax route to get the inheritance tax date, the IHT400 deadline, the earliest probate application, the fee and post-grant dates.Residential purchase checklist for conveyancers29 steps for one residential purchase, from the instruction to registration at HM Land Registry: file opening, funds, fees, the tax return and requisitions.Small law firm compliance readiness check: ten yes-or-no questions on AML, complaints, client money, insurance and renewalTen yes-or-no questions for a small SRA-regulated firm on AML files, complaints, client money, price pages, insurance, AI and October renewal.Complaint acknowledgement and final response letter maker for law firmsWhat a small firm's complaints procedure must say, the Legal Ombudsman's two-stage model, the £400 case fee and the £200 to £1,500 fees proposed for 2027.Source of funds questions letter makerWhen a source of funds check is required under the Money Laundering Regulations, what evidence the SRA lists, a client questionnaire and a file note to copy.SRA AML desk-based review checklist: the ten-day deadline, the documents asked for, and the gaps to close firstEnter the date of the SRA's letter and tick what the firm has to get the ten-day deadline, the documents asked for, the gaps to close first and the file sample.
Trades and building firms
Customer cancels a job: which rule applies and what you are owedFive questions on who the customer is, where the job was agreed and whether work had started, leading to one of eight outcomes with the regulation behind each.Getting paid check for trades firms: ten yes-or-no questions from quote to court judgmentTen yes-or-no questions on how a UK trades firm gets paid: extras, payment terms, invoices, chasing, the letter of claim and enforcing a court judgment.Unpaid invoice: the next step for this customerFour questions on who owes you, how far you have got and whether the work is disputed, leading to one of eight next steps with the rule and the fee behind each.Unpaid invoice chasing letter maker for tradesThree copy-and-paste messages for an unpaid trade invoice, at due date, 7 days and 14 days, with different wording for homeowners and business customers.Late payment interest calculatorWork out the statutory interest and fixed fee a late-paying business customer owes you, using the right Bank Rate for the date interest started.CIS deduction calculatorWork out the CIS deduction on a subcontractor invoice at 20%, 30% or gross, with materials and VAT left out and the reverse charge shown properly.Invoice maker for tradesFill in a free UK invoice for trades work in your browser and print it or save it as a PDF. Handles VAT, the reverse charge and CIS.VAT calculatorAdd VAT to a price or take it out of a total in one step. Why taking 20% off a VAT-inclusive total gives the wrong answer, with the fix.Letter before action maker for an unpaid trade invoiceA letter of claim you can copy for an unpaid trade invoice, the forms that must go in the envelope, and the 30 days you wait before a court claim.Letter to a customer after a county court judgmentA court judgment does not collect itself. The four ways to enforce one in England and Wales, the fee for each from £82 to £139, and how to pick the right one.Admin scorecard for a trades firm: the office hours a week that could be prepared by AI and checked by you, job by jobEnter the hours a week your firm spends on enquiries, quotes, chasing and paperwork to see which jobs AI could prepare and what stays with you.CIS checklist: taking on a subcontractor21 steps for a trades firm taking on a subcontractor under CIS: registering, verifying, the deduction, the statement, the return by the 19th and paying HMRC.Day rate calculator for trades: what to charge a day and an hour to earn what you needEnter the income you want, your yearly costs and the days you cannot bill, and see the day rate and hourly rate that cover them, with and without VAT.Job paperwork checklist for tradespeople22 paperwork steps for one job, from the quote to the last invoice: cancellation forms, CIS, VAT, certificates, chasing and tax records, each with its rule.Quote follow-up message maker: day 0, day 3 and day 7Copy-and-paste follow-up messages for a quote nobody has answered, plus a quote we drafted from an invented site note to show what a good one contains.Quote terms maker for tradespeopleCopy-and-paste terms for a trade quote: price, extras, payment, cancellation, faults and removed materials, each with the rule in law that limits it.Trades firm paperwork check: ten yes-or-no questions on quotes, tax and getting paidTen yes-or-no questions for a UK trades firm on quotes, terms, CIS, VAT, Making Tax Digital, sick pay, scrap and certificates, each with the rule behind it.VAT registration checklist for tradespeople23 steps for a trades firm that has crossed the £90,000 VAT line: the dates, registering, pricing while you wait, first invoices and the first return.
Dental, physio and aesthetics clinics
DBS checks for dental staff: which rule appliesFive questions on the job, the patient contact and the certificate a person already holds, leading to one of eight outcomes with the CQC or DBS rule behind it.Records request: deadline, fee and who gets itUp to five questions on who is asking, identity, authority, a child's understanding and the kind of request, leading to the deadline, the fee and what to send.Admin scorecard for a practice: the office hours a week that could be prepared by AI and checked by you, job by jobEnter the hours a week your front desk spends on enquiries, recalls, follow-ups and reviews to see which jobs AI could prepare and what stays with staff.Private appointment confirmation and cancellation policy makerPrivate dental cancellation and deposit policy wording that meets the three consumer-law conditions, and why no charge can be made on NHS appointments.Dental practice front desk readiness check: ten yes-or-no questions on missed appointments, complaints, records, advertising and feesTen yes-or-no questions for a UK dental practice on complaints, missed appointments, records, patient data, Botox adverts, urgent care and regulator fees.Dental records deletion request reply makerNHS dental clinical records are kept for 11 years, the contract minimum is two, and a deletion request needs a reply within one month. Reply wording included.Dental practice review reply writer: a reply that keeps patient confidentiality, answers the point and moves it to the complaints procedureA dental review reply under 100 words that never confirms the reviewer is a patient, never discusses treatment and points to the complaints procedure.Failed-to-attend cost calculator: what empty chair time costs a year, what reminders recover, and what you may lawfully chargeYearly cost of missed dental appointments from your FTA rate and NHS mix, what a reminder sequence recovers, and whether a private deposit is lawful.Going private patient letter maker for a dental practiceHanding back an NHS dental contract takes three months' notice and ends on the last day of a month. The dates, the steps in order, and a letter to patients.NHS missed appointments letter makerAn NHS dental practice cannot charge for a missed appointment but must have a written failed-to-attend policy. What it may say, with a policy and a letter.Patient complaint checklist24 steps for one patient complaint, from the front desk to the final response and the log: who does what, the time limits and the rule behind each step.Patient records request checklist23 steps for answering a patient's request for a copy of their dental records: the one-month deadline, identity, what to check, how to send it and the log.Recall and reminder planner: the next examination and hygiene dates from the interval, and the reminder dates that cut failed appointmentsEnter the last examination and the clinician's recall interval to get the due date, invitation date, three reminder dates and whether the patient is overdue.Surgery hourly rate calculator: what each booked hour must earn to cover the practice, and what an empty hour costsEnter running costs, surgeries, opening hours and the share of hours booked to see the fee income a booked hour needs, and what an empty hour costs.Unscheduled treatment follow-up email maker: the plan, the price, the validity date and the next step, without pressureA follow-up email on unscheduled dental treatment: the plan, the price, the validity date, two appointments and the clinician's call, nothing clinical added.
Online shops
A return has come in: must you accept it, and what goes backSix questions on the buyer, the reason, the item and the dates, leading to one of eight outcomes with the regulation and the refund that goes with each.A parcel is lost or late: whose loss it is and what to doSix questions on the buyer, the courier, what tracking shows and what the customer wants, leading to one of eight outcomes with the rule behind each.Returns rights checker: what this customer is owed, and by whenEnter the delivery date, the reason and your terms to see whether the customer can cancel, what you must refund, the deadlines, and who pays return postage.Etsy and Shopify fee calculator (UK): what one order costs you on eachEnter the item price and postage to see every Etsy fee on the order, the Shopify plan and card fees for the same order, and the percentage each takes.Returns policy maker for a UK online shopA returns policy for a UK online shop, clause by clause: the 14-day cancellation wording, the exclusions, return postage and the faulty-goods lines.Customer feedback request email makerWhat a UK online shop may do when asking for reviews since 6 April 2025: incentives, happy-customer filters, staff reviews, and a request email to send.Christmas returns notice and dates makerThe dates the 14-day cancellation right and the 30-day faulty-goods right end for orders delivered from Black Friday 2026, with extended-returns wording.Refund deduction email maker for a used or damaged returnWhen a change-of-mind return comes back worn or marked, a UK online shop may deduct the loss in value. The rule, the limit, a worked sum and an email.Admin scorecard for a online shop: the office hours a week that could be prepared by AI and checked by you, job by jobEnter the hours a week your shop spends on customer emails, listings, stock and returns to see which jobs AI could prepare and what stays with you.Black Friday and Christmas checklist26 steps to get a UK online shop ready for Black Friday and Christmas: stock, prices, postage, last posting dates, returns wording and customer service cover.Online shop readiness check: ten yes-or-no questions on returns, parcels, asking for feedback, VAT and listingsTen yes-or-no questions for a small UK online shop on returns wording, late parcels, review requests, chargebacks, the VAT test, postage and EU listings.Product margin calculator for UK online shops: profit an order after VAT, fees, postage and returns, and the most you can pay in advertising for one saleEnter price, product cost, postage, fees and return rate to see the profit on an average order and the most you can spend on advertising for one sale.Reorder point calculator: when to order, how much, and the cash it ties upEnter daily sales, the supplier's lead time and your stock to get the reorder point, the stock-out date, the order quantity and the cash it costs.Return and refund checklist23 steps for one return, from the customer's first message to the refund: which law applies, the three 14-day clocks, postage, deductions and carrier claims."Where is my order?" reply writer, with the note for your own fileMake the reply to a where-is-my-order email from the dispatch date, the service and what tracking shows, with the date you will replace or refund.
Restaurants, pubs and small hotels
Is it a qualifying tip, and what the venue must do with itFive questions on how a tip was paid, who shares it out and when, ending in one of six outcomes with the section of the tips law that applies to each.Which licence, notice or permission does this needFour questions on a late event, music, a television or pavement tables, ending in one of eight outcomes with the fee, the deadline and the rule for each.Rota cost calculator: this week's wages with employer NI, pension and holiday, per coverEnter hours, average rate and headcount to see the week's wage bill with employer NI at 15%, pension at 3% and holiday pay at 12.07%, and the cost per cover.Function enquiry reply and quote maker: the email, the sheet, the deposit and the datesMake the reply to a wedding, party or function enquiry with the quote, deposit, final-numbers date and cancellation terms filled in, ready to send the same day.Food hygiene rating appeal letter makerYou have 21 days from being told your food hygiene rating to appeal in writing. When to appeal, when to ask for a re-rating, and a letter to adapt.Admin scorecard for a restaurant or pub: the office hours a week that could be prepared by AI and checked by you, job by jobEnter the hours a week your venue spends on enquiries, the rota, reviews and invoices to see which jobs AI could prepare and what stays with you.Christmas 2026 closure and bank holiday notice to staff makerBoxing Day 2026 is a Saturday, so the bank holiday is Monday 28 December. The festive notice deadlines, bank holiday pay, deposit terms and tips date.Christmas trading checklist for a pub or restaurant26 steps to get a pub or restaurant ready for December: Temporary Event Notice dates, deposits, set menu allergens, rota rest rules and tips.Menu GP calculator: gross profit on a dish after VAT, and the menu price that hits your targetEnter a dish's ingredient cost and menu price to see its gross profit after VAT, the price that reaches your target GP, and what a 10% cost rise does to it.New starter checklist for a restaurant or pub23 steps for taking on a new member of staff in a restaurant or pub: right to work, day-one paperwork, rota limits, allergen training and tips.No-show cost calculator: what empty tables cost a year, and what a deposit may lawfully beEnter bookings, no-show rate, party size and spend to see the gross profit lost a year, what reminders would save, and whether a deposit per head is defensible.Booking confirmation and no-show policy message makerYes, with conditions: shown before booking, matching your real loss, waived if the table is re-let, never a penalty. The CMA's unfair terms rules, applied.Premises licence annual fee dispute letter makerA premises licence costs £100 to £635 to apply for and £70 to £350 a year, set by rateable value. The bands, the pub multiplier and the unpaid-fee rule.Restaurant and pub readiness check: ten yes-or-no questions on tips, rotas, no-show charges, allergens and the licenceTen yes-or-no questions for a UK restaurant or pub on tips, rest between shifts, no-show charges, allergen records, review replies and licence fees.Review reply writer: a reply to a Google or TripAdvisor review that an owner would signMake a reply to a Google or TripAdvisor review from the stars, the issue and what you changed, under 120 words and inside the rules on incentivised reviews.
Financial advisers and mortgage brokers
Senior manager leaving or away: can someone coverFour questions on why the senior manager is going, who would cover and whether an application is in, giving one of seven outcomes under SUP 10C.3A.Complaint received: which deadline and which letterSix questions on who complained, when, and what the firm has sent, giving one of eight outcomes: the DISP deadline that applies and the letter that goes next.Complaint acknowledgement and three-day letter makerDISP gives a firm eight weeks to send a final response, or three business days to resolve a complaint without one. The dates worked, and two letters to copy.Admin scorecard for a advice firm: the office hours a week that could be prepared by AI and checked by you, job by jobEnter the hours a week your firm spends on review packs, suitability reports, file checks and LOAs to see which jobs AI could prepare for the adviser.Advice firm readiness check: ten yes-or-no questions on ongoing service, suitability files, client data and record keepingTen yes-or-no questions for a small FCA-regulated advice firm on ongoing service evidence, suitability reports, AI, recordings and how long files are kept.Adviser capacity calculator: how many ongoing clients one adviser can review in a year, and what changes when the preparation is done for themEnter the hours a client's yearly meeting takes to prepare, hold and write up, and the adviser's available hours, to see the most clients one adviser can serve.Adviser charging illustration: initial and ongoing fees in pounds, year by year, and their cumulative effect on the portfolio over ten yearsEnter the amount, initial and ongoing charges, platform charges and growth to get a year-by-year table of fees in pounds and their cumulative effect.AI report tool questions email makerAdvisoryAI publishes £299 a month per user for report drafting, Automwrite £249 a month plus VAT. Saturn and Aveni publish no price. The yearly sums.Annual review checklist for advice firms23 steps for one client's annual review, from the invitation eight weeks ahead to the dated file note, each with the FCA rule or finding behind it.Client file checklist before a file check24 steps to put one advice file in order before a file check: client information, meeting records, the suitability report, ongoing service and retention.Ongoing service invitation and chaser letter makerThe FCA sets no number of chasers for a client who ignores review invitations. What it has said, three letters to copy with dates, and when to stop the fee.Document and letter of authority chaser: the chase email for a client, a provider or a lender, with the working-day dates for the next chase and the escalationPick who you are chasing and the request date to get a chase email with the working days waited, a reply date, an escalation on the third chase and a file note.Ongoing service tracker: when the next review is due, how many were promised and not delivered since the start, and what the undelivered fees come toEnter the service start, last delivered review, reviews delivered and declined, the portfolio and the charge to see the next due date and the undelivered fees.Meeting recording notice makerWhat SYSC 10A requires of a meeting record, what the ICO says to tell clients before recording, and a script and six-point check for an AI-drafted note.Suitability report file check: the COBS 9.4.7R minimum, the Consumer Duty points and the timing rule for the product, as a pass or fail tablePick the recommendation type and answer twelve yes or no questions to test a suitability report against COBS 9.4.7R, the Consumer Duty and the timing rule.
Block and property managers
Section 20: which consultation appliesFour questions on what is being bought, the largest share, the urgency and public notice, leading to one of eight outcomes with the regulation behind each.Fire and building safety: which duties applyFour questions on where the block is, how many homes, its height and its evacuation strategy, leading to the duties that apply, each with its rule.Section 20 checker: does this need consultation, and what are the dates?Enter the cost, the number of units and the notice date to see whether Section 20 applies, what is recoverable without it, and the earliest date for each stage.Service charge demand checker: the 18-month rule and the three things a demand must carryCheck a service charge demand against the 18-month rule, the summary of rights and the landlord's address, with what each failure costs and the fix.Service charge year calendar: demands, accounts, inspection and the 18-month clockEnter the year end and number of flats to get demand dates, the section 21 and 22 deadlines, the 18-month cut-off and whether a certificate is needed.Service charge arrears letter maker: reminder, formal reminder, final letter before actionMake a service charge arrears letter with the sum and dates filled in: a reminder, a formal reminder and a final letter before action that stays inside the law.Section 22 inspection reply makerA leaseholder asks to inspect service charge invoices. What section 22 covers, the one-month and two-month clocks, the £2,500 offence and a reply to send.Residential PEEPs letter to residents makerResidential PEEPs became law in England on 6 April 2026. Which blocks are in scope, the six duties, who pays, the 12-month reviews and a letter to residents.Director identity verification email makerThe 12-month transitional period for director identity verification ends on 17 November 2026. What an RMC or RTM company must file, and what a late one risks.Admin scorecard for a block management firm: the office hours a week that could be prepared by AI and checked by you, job by jobEnter the hours a week your firm spends on leaseholder emails, Section 20, compliance dates and arrears to see which jobs AI could prepare for you.Block management readiness check: ten yes-or-no questions on Section 20, demands, accounts, arrears and fire safetyTen yes-or-no questions for a block managing agent in England on Section 20, demands, the 18-month rule, accounts, arrears letters and fire safety.Fire door check access letter makerIn blocks above 11 metres in England, communal fire doors are checked every 3 months and flat entrance doors every 12. What to look at, record and send.Section 20 major works checklist26 steps for a Section 20 major works consultation in England, from testing the cost against £250 to the reasons notice and the demand, each with its rule.Service charge apportionment calculator: what each flat pays, each demand, and the works cost that triggers Section 20Enter the block budget, the reserve contribution and a flat's lease percentage to see its yearly charge, each demand, and the works cost that needs Section 20.Service charge year-end checklist25 steps for the service charge year end: closing the books, the accountant's certificate, the balancing demand, section 21 and 22 requests and the budget.
AI for small firms
AI assistant rollout checklist28 steps for bringing an AI assistant into a small UK firm: the plan, the vendor contract, the house rules, switching it on and the first month's review.Is your firm's use of AI assistants in order? Ten yes-or-no questions for a small UK firmTen yes-or-no questions on the plan, the vendor contract, the privacy notice, the written policy, checked output and personal accounts, each with its rule.Telling customers about AI: which rule appliesPick what the AI was used for and answer up to two more questions. One of eight outcomes gives the UK rule on telling the customer, and what to do.AI assistant plans: which one fits this firmFive questions on headcount, customer data, your office suite and billing lead to one of seven outcomes, each with the plans that fit and their UK prices.AI rules notice to staff makerA ten-line AI policy a small UK firm can copy today: which tools, what never goes in, who checks, what to do when it is wrong, and the rule behind each line.Customer data and AI assistants: which rule appliesFive questions on what the data is, whose account it is and what paperwork is in place, leading to one of seven outcomes with the ICO rule behind each.