Clientkeep

See your whole practice’s workload. Without chasing anyone.

Requests arrive in Teams, email, WhatsApp and phone calls. Most never make it onto a list. Clientkeep captures them in one place, so you always know who needs what, by when, and who’s on it.

Clientkeep workboard dashboard displaying real-time tasks, team capacity, and automated AI assistance details

Built for the way UK practices actually work

You’ve got hundreds of clients and a handful of staff. Requests fly in from every direction. The manager spends the day asking “where are we with Client X?”; the owner only finds out about a missed accounts filing when it’s already a problem.

Clientkeep turns that noise into a clear, shared picture of the work, without anyone having to chase, and without changing how your team already communicates.

Nothing gets lost
Requests from Teams and email land in one inbox automatically. Calls and WhatsApp take seconds to log — no more relying on memory or sticky notes.
The urgent stuff rises to the top
Clientkeep reads incoming requests and surfaces what matters: an accounts filing deadline doesn’t sit behind routine admin.
See who’s drowning before they do
One glance shows who’s overloaded and where work is stuck, so you can move things before a deadline slips.