HMRC-letter.pdf · Promote
Payroll-summary.xlsx
sessions.im for Bryxo
Run client sessions directly from Bryxo.
Start a scoping session from any prospect or client record. The recording, transcript, files, and recap attach to that record automatically — your practice system stays the source of truth.
Activate sessions.im for Bryxo
Prospects / Okafor LtdOkafor Ltd
James Okafor · Retail · Stage: Scoping
- Expected fees
- £4,800/yr
- Services
- VAT · Payroll
- Next action
- Scoping call
Completed · 3 July · 42:18 · consent logged
Transcript · Recap · 2 files
Follow-up · 10 July, 14:00 · Scheduled
File promotion
Session files, promoted to the client file — deliberately
Not everything shared on a call belongs in the permanent client file. Promotion is manual, per file, and logged — you decide what becomes part of the record in Bryxo.
HMRC-letter.pdf will be copied to Okafor Ltd's document store in Bryxo, under "Correspondence".
Promoted by S. Hartwell · 3 July, 11:24 · logged in the audit pack