A rule engine, not a reminder list

Practice Management → Automations is a generic trigger → condition → action engine — a lead going dormant, a fixed rate approaching expiry, a complaint's IDR deadline closing in, an identity document about to expire — each can fire an email, a task, a broker reassignment, or enrol someone into a nurture sequence.

Turn on a starter template

36 starter templates cover the lead-to-settlement lifecycle out of the box:

• Lead nurture — welcome a new website lead instantly, nudge a lead gone quiet after 21 days, escalate one still uncontacted after 24 hours to a manager.
• Deal-shape checklists — a first-home-scheme check on a purchase, a construction drawdown reminder, an SMSF LRBA structure confirmation — fired the moment an application enters the relevant stage.
• Retention — flag applications with a high retention-risk score before their fixed rate ends.
• Compliance — an AML/CTF identity-document expiry reminder, a periodic CDD review nudge, a complaint's IDR deadline approaching, a team member falling behind on CPD pace.

Enable one from the Automations page, or just ask Frank: "turn on the dormant-lead nudge."

Build your own

Every template is a normal automation you can edit — change the threshold, the message, who it notifies — or start from scratch: pick a trigger, add conditions (purpose, stage, SMSF status, retention-risk score), and choose one or more actions.

See what actually fired, and why

Every firing — success, failure, or a condition that didn't match — is logged. Open any automation to see its run history; a rule that's silently stopped working shows its last error right there, not just a dashboard that still says "active."

Escalation-ladder templates (an uncontacted lead, an outstanding portal item, an unanswered fact-find) fire a second, higher-priority nudge if the first one goes unanswered — the practice's own safety net, not just a single reminder that can get lost.