Vision
Built to answer “where are we with that?”
Clientkeep’s vision is simple: replace chaotic, multi-channel client noise with a structured, visible workload.
Principles
Built around how practices really work.
Busy teams don’t need more admin. They need a clear next step and the right context at the right time.
Knowing who is overloaded and where tasks are stuck is key to meeting tight compliance deadlines without staff burnout.
Captured client requests, compliance details and work history are shown together, giving the team useful context for the next step.
If logging a task or filing an email takes too long, it won’t get done. Clientkeep is designed for rapid capture and automated triage.
Led by Shamshad Awan, a practising UK accountant, to solve daily practice bottlenecks rather than standard sales pipelines.
In practice
What this looks like day to day.
Clientkeep brings captured requests, synced filing dates and assigned tasks into one shared view. It suggests urgency for incoming work and shows how tasks are distributed across the team.
Tasks carry their context. Your team gets a prioritised view of the work, while managers can compare workloads and spot items that have stopped moving.
