Catch possible mismatches earlier
AI Verify can flag selected answers and documents that may not match what was requested. Your team reviews the warning and makes the decision.
CharteredLog / Practice management
Practice automation with AI Verify
Know what’s missing, who’s on it, and what needs your review.
Bring client collection, team guidance, document checks, and recurring work into one place. Give every task an owner and every reviewer the context to move it forward.
A personal walkthrough, focused on your firm. No obligation.
YOUR WORK AREA
A clear view of what needs you.
Active tasks12
Awaiting clients04
Ready for review03
Task & clientOwnerStage
GST Return preparationMehta TradingASIn preparation
Income Tax Return reviewGreenfield GroupRKReady for review
Audit Document Collection collectionNorthstar ServicesASAwaiting client
AI Verify · Take a closer look
This statement may be for a different period.
Possible mismatches flagged. Final review stays with you.
An illustrative example of how your team can work.
A familiar problem
You shouldn’t need a status meeting to find out where the work stands.
When client documents, task updates, and review notes live separately, small gaps become late surprises. Keep the information and the people responsible connected to the work.
Clear ownership, through to review
Assign preparation and review, use your firm’s task stages, and keep comments and supporting documents alongside the work.
Make recurring work repeatable
Set a schedule, assignee, and reviewer for recurring tasks. Keep client records, collection requests, and process guides close at hand.
How it works
A practical place to start.
- 01
Organise the work
Create the client records and tasks, assign responsibilities, and set up recurring schedules.
- 02
Collect and check
Request information through WhatsApp or a secure request template. Use AI Verify on selected fields to flag possible mismatches.
- 03
Prepare, review, complete
Give employees the process guide and give reviewers the documents, comments, and task history.
Let’s make it specific to your firm
Walk through one job, from request to review.
See how the collection agent, SOP guidance, AI Verify, and task management fit together around your firm’s work.
- Collect client information and check a document
- Assign work and guide a team member
- Follow the review and recurring task setup
What happens next?
We’ll contact you using the details you share to arrange a convenient time for your demo.
BOOK A PERSONAL DEMO
See what a better day could look like.
A few details so we can make it relevant.
Before we talk
A few useful
answers.
Have something specific in mind?
Bring it to your demo.
What does CharteredLog include for practice automation?
CharteredLog brings together client records, WhatsApp and web document collection, SOP guides and a training agent, optional AI Verify checks, tasks, recurring schedules, and reviews. Feature availability depends on the firm’s account configuration.
What does AI Verify check?
AI Verify is an optional advisory check on selected responses or documents. It looks for potential mismatches with what the request template requested and surfaces a warning for the team to review. It does not certify authenticity, guarantee correctness, or replace professional judgement.
Can we manage recurring tax and compliance work?
You can create tasks and recurring schedules for your practice’s compliance work, with an assignee, a reviewer and your chosen task stages. Your practice remains responsible for setting appropriate dates and reviewing the work.
Does CharteredLog replace government filing portals?
No. Your team continues to file on the relevant portals. CharteredLog organises the client work, and Browser Copilot can keep selected client information and documents beside the filing page.
How is access to client information controlled?
CharteredLog uses sign-in, roles, and ownership checks to control access. Documents are stored privately and accessed through temporary links. We can show the permissions and document handling during the demo.