Renew the retainer before the work stops — and the cover before it lapses.
Agencies and consultancies run on deadlines they do not always control: contract and SOW end dates, PI insurance renewals, practising certificates, CPD cycles and client deliverables. Miss one and the cost is not just a fine — it is a retainer that quietly ends, or a project run without valid cover. ExpiryEdge holds every date in one register, assigns an owner, and reminds them at 90/60/30/7 days.
Quick answer
Deadline tracking for professional services is the practice of recording every recurring obligation a firm owes — client contract and SOW renewals, professional indemnity insurance, practising certificates, CPD cycles and deliverable dates — assigning each an owner and a due date, and automating reminders before they lapse. Agencies and consultancies use it to renew retainers on time, keep cover and certifications valid, and prove obligations were managed at audit or panel renewal.
The dates that cost you a client are invisible
Revenue and standing both depend on dates that live in PDFs and inboxes nobody re-opens.
Retainers expire silently
A statement of work or master agreement reaches its end date and the relationship rolls on informally — until a procurement review asks for the signed extension you never raised.
Insurance and certificates lapse mid-engagement
A PI policy or practising certificate that lapses while a project is live is more than a renewal you forgot — in a regulated practice it can put your standing with a professional body at risk.
Ownership scatters across the firm
A client deadline sits with a fee-earner, insurance with operations, CPD with each individual. When everyone assumes someone else holds it, the date slips with no single person accountable.
Every obligation owned, dated and reminded
One accountable owner
Assign each contract, renewal and certificate to a named person, with escalation to a partner if it is not actioned in time.
Tracked per client and firm-wide
Record client-specific SOW and filing dates alongside firm-wide insurance, accreditations and subscriptions, filtered to any slice.
Recurring cycles handled
Annual PI renewals, CPD cycles and retainer terms regenerate their next due date automatically once completed.
Evidence for audit and panels
A dated trail of every reminder and renewal — the record you hand a framework renewal, a panel review or a professional body.
How a firm runs its obligations
Every renewal runs the same closed loop
Track the date, alert the owner ahead of time, raise and sign the renewal, then upload the executed document to verify and reset the clock. A retainer is not marked 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
Every obligation shows its owner, next due date and status. Partners filter to "due this quarter" across all clients and the firm, and work the list down — no chasing fee-earners for a forgotten end date.
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 visibility across the whole practice and confidence that no client relationship is running on a lapsed agreement.
Operations / Practice manager
Owns firm-wide renewals — insurance, accreditations, subscriptions — and keeps the register current.
Compliance lead
Tracks practising certificates, CPD and regulatory obligations and holds the evidence trail.
Fee-earner / Consultant
Assigned the deadlines for their own engagements, reminded directly rather than via a shared inbox.
Reminders reach the owner, not a shared inbox
A reminder sitting in a mailbox nobody monitors is not a control. ExpiryEdge fires on an escalating cadence to the channel each owner actually checks.
Can it track deadlines per client as well as firm-wide?
Yes. Record client-specific SOW, filing and deliverable dates alongside firm-wide obligations like PI insurance, accreditations and subscriptions, and assign each to the right owner. Filter the register to one client, one fee-earner or the whole practice in a click.
Does it handle professional licence and CPD renewals?
It does. Practising certificates, individual registrations and CPD cycles each run on their own interval with their own reminders, and the next due date regenerates automatically once a renewal is recorded — so regulated practitioners stay current without manual tracking.
How does it help at audit or panel renewal?
Every obligation records its owner, the reminders sent and the renewal date. That timestamped trail, exportable to CSV, PDF or XLSX, makes it straightforward to show a framework renewal, panel review or professional body that filings, cover and certifications were managed on time.
Who gets the reminders?
You choose per obligation — the fee-earner who owns the engagement, the operations manager for firm-wide renewals, or a partner. If the owner does not act, ExpiryEdge escalates so a single person being on leave never becomes a lapsed retainer or expired policy.
Does it work for small agencies as well as larger firms?
Yes. A small agency can track a handful of client deadlines and renewals; a larger practice can manage hundreds of obligations across teams and clients. Start narrow with your highest-risk items and expand coverage as you go.
How long does it take to set up?
Most firms import their existing list of contracts, renewals and certificates and are live in under an hour. There is no rip-and-replace — you can begin with your most exposed 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.