⚠ DEMO ENVIRONMENT — SAMPLE DATA ONLY This is a live demonstration of a client management system built by [TRADING NAME]. All clients, cases, and records shown are fictional.
Client Management System
ENTER PIN
Demo PIN: 1234
Client Management System
Meridian Professional Services
MAIN
⊞ Dashboard
👤 Clients 24
📁 Cases 8
📋 Intake Form
MANAGE
🔔 Follow-ups 5
✓ Tasks & Deadlines
⏰ Renewals & Expiry
📅 Appointments
📄 Documents
⟳ Activity Log
Good morning
TOTAL CLIENTS
24
+3 this month
OPEN CASES
8
2 due this week
FOLLOW-UPS DUE
5
3 overdue
EXPIRING SOON
3
Within 30 days
Recent Cases
CLIENTMATTERSTATUS
Beaumont HoldingsBusiness RegistrationIn Progress
T. ClarkeWork Permit RenewalComplete
Seaview RealtyTrade LicenceUnder Review
N. ForresterAnnual ReturnOverdue
Pinnacle GroupIncorporationIn Progress
Upcoming Follow-ups
19
JUN
Beaumont Holdings
Chase outstanding documents
Today
20
JUN
N. Forrester
Annual return final warning
Tomorrow
23
JUN
Seaview Realty
Confirm licence approval status
Mon
⚠ Expiring Soon
CLIENTITEMEXPIRES
Coral Bay VenturesTrade Licence28 Jun
Beaumont HoldingsCompany Insurance14 Jul
M. DaCostaWork Permit20 Jul
Today's Appointments
10:00
AM
Pinnacle Group Ltd
Initial consultation — company incorporation
Confirmed
2:00
PM
A. Whitmore
Document review — sole trader registration
Confirmed
Recent Activity
New client intake submitted — Pinnacle Group Ltd. Profile auto-created.
Today at 9:14 AM — logged by K. Morgan
Case closed — T. Clarke / Work Permit Renewal
Yesterday at 4:32 PM — logged by S. Reid
Document uploaded — Seaview Realty / Certificate of Incorporation
18 Jun at 2:11 PM — logged by K. Morgan
Renewal alert triggered — Coral Bay Ventures / Trade Licence expires in 9 days
17 Jun at 8:00 AM — System
Clients
24 active clients on record
CLIENT NAMETYPEEMAILPHONEOPEN CASESSTATUS
Meridian Professional Services
Client Profile
Printed:
Client Profile
BH
Beaumont Holdings Ltd
Corporate Client
EMAIL
PHONE
CONTACT PERSON
ADDRESS
CLIENT SINCE
REFERRED BY
STATUS
Documents
Certificate of Incorporation.pdf
Uploaded 15 Jun 2026
Memorandum of Association.pdf
Uploaded 10 Apr 2026
Director ID.pdf
Uploaded 10 Apr 2026
Cases
MATTEROPENEDSTATUS
Business Registration Renewal1 Jun 2026In Progress
Annual Return Filing 202615 May 2026In Progress
Follow-ups
19
JUN
Chase outstanding documents for registration
Logged by K. Morgan
Today
Activity Log
Document uploaded — Certificate of Incorporation
15 Jun 2026 · K. Morgan
Case opened — Annual Return Filing 2026
15 May 2026 · K. Morgan
Client profile created from intake form
10 Apr 2026 · System
Meridian Professional Services
Case Register
Printed:
Cases
8 open cases across all clients
All Cases
In Progress
Under Review
Complete
Overdue
CLIENTMATTERASSIGNED TOOPENEDDUE DATESTATUS
New Client Intake
Complete the form below. A client profile will be created automatically on submission.
Client Information
Follow-ups
5 follow-ups scheduled — 3 overdue
All Follow-ups
17
JUN
N. Forrester
Annual return overdue — client has not responded to first notice
Overdue
18
JUN
M. DaCosta
Confirm receipt of work permit application supporting docs
Overdue
18
JUN
Coral Bay Ventures
Chase licence renewal payment confirmation
Overdue
19
JUN
Beaumont Holdings
Chase outstanding documents for registration
Today
20
JUN
N. Forrester
Annual return final warning before penalty
Tomorrow
23
JUN
Seaview Realty
Confirm trade licence approval status
Mon
Tasks & Deadlines
Keep track of internal action items and deadlines
This Week
✓
Submit T. Clarke work permit renewal to Immigration
Due 18 Jun
Prepare Beaumont Holdings registration documents for signature
Due today
Follow up N. Forrester — annual return final notice
Due tomorrow
Review Pinnacle Group incorporation documents
Due 23 Jun
Send Seaview Realty licence approval update
Due 23 Jun
✓
Update client records for Q2 annual returns batch
Due 15 Jun
Renewals & Expiry Tracker
Track licences, permits, contracts, insurance, and anything with an expiry date
⚠ 1 item expires within 9 days — immediate action required
All
Critical
Upcoming
Active
Renewed
All Tracked Items
CLIENTITEM TYPEDESCRIPTIONEXPIRY DATEDAYS LEFTSTATUS
Coral Bay VenturesTrade LicenceAnnual trade licence renewal28 Jun 20269 daysCritical
Beaumont HoldingsCompany InsurancePublic liability & professional indemnity14 Jul 202625 daysUpcoming
M. DaCostaWork PermitCategory B work permit20 Jul 202631 daysUpcoming
Seaview RealtyService ContractProperty management services agreement31 Aug 202673 daysActive
Pinnacle GroupRetainer AgreementMonthly professional services retainer30 Sep 2026103 daysActive
T. ClarkeWork PermitCategory A work permit18 Jun 2027364 daysActive
A. WhitmoreTrade LicenceSole trader business licence31 Dec 2026195 daysActive
Coral Bay VenturesTrade LicencePrevious year — renewed28 Jun 2025—Renewed
Appointments
Consultations, site visits, and client meetings
Today
This Week
All Upcoming
Past
Thursday, 19 June 2026
10:00
AM
Pinnacle Group Ltd — Richard Beaumont
Initial consultation — company incorporation enquiry · In person · K. Morgan
Confirmed
12:00
PM
LUNCH BREAK
—
Blocked
2:00
PM
A. Whitmore
Document review — sole trader registration · In person · K. Morgan
Confirmed
4:00
PM
Seaview Realty Inc. — V. Saunders
Trade licence status update · Phone call · S. Reid
Tentative
Upcoming This Week
DATETIMECLIENTPURPOSEASSIGNED TOSTATUS
Fri 20 Jun9:00 AMN. ForresterAnnual return final discussionS. ReidConfirmed
Fri 20 Jun11:00 AMBeaumont HoldingsRegistration document sign-offK. MorganConfirmed
Mon 23 Jun10:00 AMCoral Bay VenturesLicence renewal — urgentK. MorganTentative
Documents
47 documents on file across all clients
DOCUMENT NAMECLIENTTYPEUPLOADEDUPLOADED BY
📄 Certificate of Incorporation.pdfBeaumont HoldingsCertificate15 Jun 2026K. Morgan
📄 Trade Licence 2026.pdfSeaview RealtyLicence12 Jun 2026K. Morgan
📄 Work Permit — T. Clarke.pdfT. ClarkePermit10 Jun 2026S. Reid
📄 Director ID — R. Beaumont.pdfBeaumont HoldingsID Document10 Apr 2026K. Morgan
📄 Memorandum of Association.pdfBeaumont HoldingsLegal10 Apr 2026K. Morgan
📄 Service Contract — Seaview Realty.pdfSeaview RealtyContract1 Sep 2025K. Morgan
📄 Retainer Agreement — Pinnacle Group.pdfPinnacle GroupContract18 Jun 2026K. Morgan
📄 Sole Trader Application — A. Whitmore.pdfA. WhitmoreApplication5 Jun 2026K. Morgan
Activity Log
Full record of every action taken in the system
New client intake submitted — Pinnacle Group Ltd. Profile auto-created.
19 Jun 2026, 9:14 AM — logged by K. Morgan
Case opened — Pinnacle Group / Company Incorporation
19 Jun 2026, 9:15 AM — logged by K. Morgan
Case closed — T. Clarke / Work Permit Renewal
18 Jun 2026, 4:32 PM — logged by S. Reid
Document uploaded — Seaview Realty / Trade Licence 2026.pdf
18 Jun 2026, 2:11 PM — logged by K. Morgan
Renewal alert triggered — Coral Bay Ventures / Trade Licence expires in 9 days
17 Jun 2026, 8:00 AM — System
Follow-up added — N. Forrester — annual return final warning
17 Jun 2026, 11:45 AM — logged by K. Morgan
Case status updated — Seaview Realty / Trade Licence → Under Review
16 Jun 2026, 3:20 PM — logged by S. Reid
Document uploaded — Beaumont Holdings / Certificate of Incorporation.pdf
15 Jun 2026, 10:05 AM — logged by K. Morgan