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We build a workflow that watches the dates that matter — contract renewals, quotes awaiting a decision, follow-ups you promised — and reminds the owner in good time with the relevant document linked. The revenue you lose to things quietly lapsing is the revenue this protects.
A contract, quote, or task approaches its date
The owner gets a timely reminder with the context attached, before it lapses
We identify the date sources — a SharePoint list, a spreadsheet, or a calendar.
We build the reader for those sources on Azure, running through Microsoft Graph. That reader is the bespoke half; it feeds the deadline tracking we already run.
Each reminder links straight to the document or record in question.
We refine the timing so nudges are useful, not noise.
If the dates can live in your ID360 portal instead of a spreadsheet, deadline tracking covers this with nothing bespoke to build — you keep that list yourself on the portal's Deadlines screen, or we load it for you.
This one is not yet running on our platform. We design and build it for your tenant as part of your plan: we scope it on a call, agree what it does and what it must not do, and give you a go-live date before any work starts.
This is a managed service, not off-the-shelf software. We build the Microsoft Graph and Azure implementation for your tenant during onboarding, run it against the permissions listed in our terms, and record every access to your per-client audit log. See how it fits together.
Every invoice that hits your inbox is filed, logged, and summarised before you open it.
New enquiries reach your team in minutes, with a drafted first reply ready to review and send.
A new hire is ready on day one, and loses access just as cleanly when they leave.
Book a 20-minute call. We'll confirm the fit, the plan, and a go-live date.
Book a setup call