Renew the retainer before the work stops, and the cover before it lapses.
Agencies and consultancies live by dates they don’t always set. A contract or SOW ends, PI insurance comes up for renewal, a practising certificate or CPD cycle runs out, a client deliverable falls due. Miss one and you might lose a retainer without anyone saying so, or find you ran a project without valid cover. ExpiryEdge keeps every date in one register, gives each an owner and reminds them at 90/60/30/7 days.
Quick answer
Deadline tracking for professional services means writing down every recurring obligation your firm has, giving each one an owner and a due date, and sending reminders before it lapses. For a consultancy that usually means client contract and SOW renewals and professional indemnity insurance. Practising certificates, CPD cycles and deliverable dates go on the list too. Firms use it to renew retainers on time and keep cover and certificates valid. When a panel renewal or audit comes round, it also shows you handled each one.
The dates that lose you a client are the ones nobody sees
Your revenue and your standing hang on dates buried in PDFs and old email threads.
Retainers expire silently
An SOW or master agreement hits its end date and the work just carries on. Then a procurement review asks for the signed extension, and there isn’t one.
Insurance and certificates lapse mid-engagement
If your PI policy or a practising certificate lapses while a project is live, that’s worse than a missed renewal. In a regulated practice it can put you in trouble with your professional body.
Ownership scatters across the firm
The client deadline sits with a fee-earner, insurance with operations, CPD with each person. Everyone assumes someone else has it, so the date slips and nobody is answerable.
Every obligation gets an owner, a date and a reminder
One accountable owner
Put a named person on each contract, renewal or certificate. If they don’t act in time, a partner hears about it.
Tracked per client and firm-wide
Keep each client’s SOW and filing dates next to firm-wide insurance, accreditations and subscriptions, then filter however you like.
Recurring cycles handled
Close off an annual PI renewal, a CPD cycle or a retainer term and the next due date appears on its own.
Evidence for audit and panels
A dated record of every reminder and renewal. It’s what you hand over at a framework renewal, a panel review or a professional body check.
How a firm keeps on top of its obligations
Every renewal goes round the same loop
ExpiryEdge tracks the date and warns the owner early. They raise the renewal and get it signed. Uploading the signed copy closes the item and starts the clock again. A retainer doesn’t count as renewed until the signed extension is on file.
Reminders fire at 90/60/30/7 days
Recurring items reset their own due date on completion
Upload the signed contract as the verified record
See the whole practice in one view
Each obligation shows its owner, its next due date and where it stands. A partner can filter to "due this quarter" across every client and the firm itself, then work down the list. Nobody has to chase fee-earners for an end date they forgot.
Client contracts, insurance and certificates together
Status at a glance: valid, expiring, expired
Filter by client, owner or obligation type
Who owns it in the firm
Partner / Principal
Wants to see the whole practice and know that no client is being served on a lapsed agreement.
Operations / Practice manager
Looks after firm-wide renewals like insurance, accreditations and subscriptions, and keeps the register up to date.
Compliance lead
Tracks practising certificates, CPD and regulatory duties, and keeps the evidence.
Fee-earner / Consultant
Owns the deadlines on their own engagements and gets reminded directly, not through a shared inbox.
Reminders reach the owner, not a shared inbox
A reminder sitting in a mailbox nobody reads won’t save you. ExpiryEdge sends reminders that get more urgent as the date nears, on whichever channel each owner actually checks.
Yes. Put each client’s SOW, filing and deliverable dates next to firm-wide items like PI insurance, accreditations and subscriptions, and give each one the right owner. One click filters the register to a single client, a single fee-earner or the whole practice.
It does. Practising certificates, personal registrations and CPD cycles each run on their own interval with their own reminders. Once you record a renewal, the next due date sets itself. Your regulated people stay current and nobody keeps a side spreadsheet.
Each obligation records its owner, the reminders sent and the renewal date. You can export that timestamped trail to CSV, PDF or XLSX. It’s then simple to show a framework, panel or professional body that your filings, cover and certificates were handled on time.
You choose for each obligation. Often that’s the fee-earner on the engagement, the operations manager for firm-wide renewals, or a partner. If the owner doesn’t act, ExpiryEdge escalates. One person’s fortnight off shouldn’t cost you a retainer or leave a policy expired.
Yes. A five-person agency might track a handful of client deadlines and renewals. A bigger practice can run hundreds of obligations across teams and clients. Start with the items that would hurt most if missed, and add more as you go.
Most firms import their current list of contracts, renewals and certificates and are live in under an hour. You don’t have to move everything at once. Begin with your riskiest obligations and add the rest over time.
Renew every retainer on time, and never run a project without cover
Free to try. No credit card required.