People operations,
completely streamlined.

From offer letter generation to structured appraisals and full-and-final exit settlements. Keep your firm's most valuable asset organized and motivated.

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Unified Employee Lifecycle

One place for every
team member's journey.

Maintain searchable personnel files, track certification renewals, run quarterly goal appraisals, and automate administrative paperwork with zero friction.

Centralized digital personnel files

Store PAN, Aadhaar, educational certificates, and ICAI registration numbers in secure, encrypted profiles.

Automated appointment & increment letters

Generate legally vetted offer letters, appointment agreements, and revision notices from templates.

Structured CA appraisal cycles

Run 360-degree performance reviews aligned with billable targets, realization rates, and client feedback.

Dynamic firm organization chart

Live visual hierarchy showing partner leadership, branch heads, assignment managers, and article teams.

Clean digital exit management

Manage resignation workflows, handover task lists, asset returns, and automated Full & Final settlements.

Associate
Employee Profile
Aarav Singh (Tax & Audit)
DepartmentDirect Tax
Last AppraisalExceeds Targets
Documents12 Verified
How It Works

Managing people operations in 4 milestones.

A continuous lifecycle engine supporting employee success from day one through career advancement.

1

Digital onboarding & verification

Collect identities, qualifications, and ICAI registrations digitally via encrypted candidate portals.

2

Policy & confidentiality agreements

Article assistants and staff digitally execute firm NDAs, client privacy clauses, and operational policies.

3

Performance & milestone tracking

Conduct quarterly appraisals tracking billable realization, task punctuality, and client feedback.

4

Smooth offboarding & settlements

Automate task handovers, asset recoveries, relieving letters, and full-and-final salary calculations.

Everything needed to manage firm talent.

Built specifically to solve the staffing and compliance realities of modern professional firms.

Document Expiry Tracking

Automated system alerts before digital signatures, bar council registrations, or IDs expire.

Performance Appraisal Engine

Objective review scorecards evaluating billable hour realization, speed, and client satisfaction.

Article Trainee Management

Track ICAI training periods, principal allocations, mandatory leaves, and Form 108 readiness.

Dynamic Org Hierarchy

Interactive firm hierarchy mapping partners, managers, seniors, and junior articles across branches.

Firm Document Templates

Ready library of appointment letters, confidentiality NDAs, experience certificates, and codes of conduct.

Asset & Equipment Log

Track office laptops, monitors, dongles, and tokens assigned to staff with digital return verification.

HR Management

Modernize people operations across your practice.

Foster a transparent, high-performing firm culture with structured HR workflows, secure digital records, and clear career milestones.

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