Keep your report actions moving with a longer follow-through workspace.

Execution gives you a 90-day dashboard-led workspace for longer preparation timelines.

  • 90-day access after purchase
  • Everything in Readiness
  • Dashboard as source of truth
  • Stalled items and follow-through prompts

Add-ons are optional after you unlock a report. They help organise preparation and follow-through. They do not provide legal advice, make decisions for you, or predict outcomes.

Add Execution after your reportView report optionsCompare Readiness and Execution

Execution does not carry out tasks for you. It helps you keep track of tasks, documents, stalled items and follow-through prompts over a longer period.

You have the report. Now you need to keep track of what happens next.

I do not want the report to sit unused.

I need to know what is known, missing or unclear.

I want a checklist I can export or share.

I need to keep momentum after the first few days.

I need longer tracking because this may take weeks or months.

Who Execution is for

  • You want the dashboard as the source of truth for status and next steps
  • You need system-led tracking over a longer period
  • You're coordinating with others and want a shared operational view
  • You want stalled items, escalations, and exports in one place

What you get

Operational tracking workspace

The dashboard is the source of truth for task and document status, stalled items, timing insights, escalations, and exports.

Longer access for real timelines

Many processes take weeks or months. Execution gives you longer access so you can keep the dashboard as your operational reference.

Stalled items and escalations

Track what's stuck, open escalations, and follow-through from the dashboard.

Printable exports

Download your checklist (PDF/Word/Excel) for your records or to share with others. Exports reflect dashboard state.

Information only. Not legal advice. If you need legal advice, speak to a qualified solicitor.

Choose Readiness if

Choose Readiness if you want a 30-day checklist to organise what is known, missing or unclear after your report.

Choose Execution if

Choose Execution if you need a 90-day workspace for longer follow-through, stalled items and progress visibility.

Readiness vs Execution

Readiness is manual-based tracking; Execution is computer-based tracking with the dashboard as source of truth. Here's how they compare:

ReadinessExecution
Best for30-day preparation after report unlockLonger timelines with multiple tasks or documents
Time horizon30 days90 days
Tracking modelYou lead; checklist and exports support preparationDashboard-led tracking across tasks and documents
Dashboard roleSupports your checklist progressSource of truth for status and follow-through
ExportsPrintable checklist (PDF, Word, Excel)Printable checklist plus status summary exports
Progress visibilityYes — known, missing, unclear itemsYes — plus stalled-item visibility
Follow-through promptsLight prompts during 30-day accessFollow-through prompts where available
Stalled itemsManual trackingDashboard highlights stalled items
Example use caseGather documents before a solicitor appointmentManage estate admin over several weeks or months
Current feature availability

Some workflows are already available; others are being expanded. Each example is labelled clearly so you know what is usable today.

  • Checklist and export workflows — available on both add-ons
  • Known, missing and unclear item tracking — available
  • Dashboard progress visibility — available
  • Stalled-item visibility and follow-through prompts — strongest on Execution
  • Reminder features — expanding; labelled in product where partial
What you get

  • Operational tracking workspace

    The dashboard is the source of truth for task and document status, stalled items, timing insights, escalations, and exports.

  • Longer access for real timelines

    Many processes take weeks or months. Execution gives you longer access so you can keep the dashboard as your operational reference.

  • Stalled items and escalations

    Track what's stuck, open escalations, and follow-through from the dashboard.

  • Printable exports

    Download your checklist (PDF/Word/Excel) for your records or to share with others. Exports reflect dashboard state.

How access works
  • One-off pass with 90 days access from purchase
  • You can export your checklist during access
  • If your access expires, you can purchase again later if needed
Privacy & data
  • We minimise data, avoid storing unnecessary personal information, and design for safety and clarity.
  • Clear pricing. Clear access periods. You can export your checklist for your own records.
  • Information only. Not legal advice. If you need legal advice, speak to a qualified solicitor.
Frequently asked questions

Do I need to buy Readiness first?

No. You can buy Execution directly. Execution includes everything in Readiness, plus longer access and follow-through prompts.

Are reminders mandatory?

No. Reminders are optional and designed to be helpful, not intrusive.

Is this legal advice?

No. It provides information and organisation tools. If you need legal advice, speak to a qualified solicitor.

Sample workflows

Each example is labelled by what’s in the dashboard today: Available now, Partially available, or Planned.

Available now = usable in the dashboard today. Partially available = some support exists; the fuller workflow is still in progress. Planned = not yet available in the dashboard.

These are a small selection of decision-useful examples. Availability reflects current dashboard support; we’re adding more over time. Your add-on includes many more workflows, prompts, and exports tailored to your report.

Available nowReduces risk

Escalation triggers and “get help if…” guidance

Highlight points in your checklist where it may be worth pausing and getting help before continuing.

Best for:

  • When you want to see where things could become higher risk
  • When you prefer clear “get help if…” prompts instead of guessing
Example tasks:
  • Review escalation triggers in your exported checklist
  • Note which areas feel higher risk or unclear

+ 2 more in the add-on

Example outputs:
  • Checklist sections with “get help if…” prompts

+ 1 more in the add-on

Available nowImproves clarity

Export status report

Generate a summary of progress for sharing or review.

Best for:

  • When you need a summary of progress
  • When sharing updates with others
Example tasks:
  • Generate status summary
  • Include completed items

+ 3 more in the add-on

Example outputs:
  • Status report template

+ 2 more in the add-on

Partially availableKeeps you on track

Weekly check-ins and reminders

Partly supported through a weekly goal and streak in the dashboard. A reminder schedule or calendar is planned.

Best for:

  • When you need regular prompts to stay on track
  • When progress can stall without reminders
Example tasks:
  • Set weekly reminder schedule
  • Review what's completed

+ 3 more in the add-on

Example outputs:
  • Weekly check-in template

+ 2 more in the add-on

Partially availableReduces delays

Follow-through on document requests

Partly supported through document status (e.g. requested) and checklist export with who provides and turnaround. A request list with follow-up dates and response tracking is planned.

Best for:

  • When documents are requested but not yet received
  • When follow-ups are needed
Example tasks:
  • Track requested documents
  • Set follow-up dates

+ 3 more in the add-on

Example outputs:
  • Document request tracker

+ 2 more in the add-on

Showing 4 of 8 example workflows

Add-ons are optional after you unlock a report. They help organise preparation and follow-through. They do not provide legal advice, make decisions for you, or predict outcomes.

Add Execution after your reportView report optionsCompare Readiness and Execution

Important: This service provides information and guidance only. It does not provide legal advice.