How It Works
Set up your workspace once, then run daily follow-up with clear stages, client updates, and billing reminders in one practical loop — through month-end, GST/HST periods, and filing season.
Set up once, run daily
Create workspace
Build workflow
Set stages
Add client file
Move file
Send updates automatically
Track reminders
Operating model
Navoqo follows one practical sequence: workspace, workflow, stages, client files, updates, and billing reminders.
Set up once
Create workspace
Set owner, team defaults, and your service context.
Define workflow
Choose one practical path your files should follow.
Set stages
Use clear stage labels your team can operate from.
Run daily
Add client files
Create one file per active client engagement.
Move files through stages
Just drag or update the stage. Your team sees what changed and what's next.
Send status updates automatically
Clients get a clear update the moment you advance a stage — no manual email needed.
Track billing reminders
Tie due dates and reminders to the same active workflow.
Want concrete workflow examples by industry? Explore use cases.
Detailed Steps
Set up once
Step 1
Business action
Set your workspace name, owner defaults, and service context once.
Client experience
No client messages are sent yet. You establish internal structure first.
Why this matters
A single workspace prevents fragmented setup across inboxes and spreadsheets.
Step 2
Business action
Define one practical path your files should follow from intake to completion.
Client experience
Clients get a consistent experience because every file follows the same logic.
Why this matters
A stable workflow removes ad hoc handling and unclear ownership.
Step 3
Business action
Set stage labels that match your practice — Waiting on slips, Reconciling, Filed with CRA, Complete.
Client experience
Clients later see understandable progress labels, not internal jargon.
Why this matters
Stage clarity makes handoffs and status communication consistent.
Run daily
Step 4
Business action
Create one structured file with service type, filing or period end date, and payment terms.
Client experience
You can now manage this engagement from one visible operating record.
Why this matters
One file per client keeps status, updates, and reminders connected.
Step 5
Business action
Change a stage and your team instantly sees what's done and what's next.
Client experience
Updates reflect real progress instead of ad hoc status emails.
Why this matters
Progress is always visible — no one needs to ask.
Step 6
Business action
Clients get a clear update the moment you advance a stage — no manual email needed.
Client experience
Clients receive a professional update plus a secure read-only status link.
Why this matters
You keep clients informed without creating more writing overhead.
Step 7
Business action
Set due dates and trigger retainer or prep fee reminders from the same workflow.
Client experience
Payment follow-up stays connected to active delivery status.
Why this matters
Collection cadence improves without awkward disconnected chasing.
Team And Client Model
Outcomes
First Week Setup
Set your default workflow stages and team naming conventions.
Create current files and place each case in the right stage.
Run predictable client updates and due-date reminders from each file.
Keep client files, updates, and payment follow-up aligned in one calm operating system.
We use analytics cookies to understand how visitors use this site and improve Navoqo. Nothing loads until you choose. Privacy policy
