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Manage advisory matters, compliance, documents, tasks, payments and professional services from one intelligent workspace.
Quick Actions
Start or continue your Aequivor workflow.
Compliance Monitor
Monitor major regulatory and business-compliance areas from one place.
Customer Action Centre
Items requiring your attention.
Financial Overview
Payment and invoice position.
Continue with Aequivor
Your most recent advisory matters.
Aequivor One Roof
Integrated professional-services workspace.
Aequivor Advisor
My Chats
My Matters
Manage your Aequivor advisory matters and professional work.
| Matter | Service | Professional | Status |
|---|---|---|---|
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Documents
Documents associated with your Aequivor matters.
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Aequivor Services
Tasks
Tasks connected to your matters.
| Task | Matter | Due | Status |
|---|---|---|---|
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Appointments
Request and manage your Aequivor consultations.
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Payments & Invoices
INV-AEQ-1025
Professional advisory
₹15,000Pending
INV-AEQ-1018
Trademark service
₹8,500Paid
Aequivor Professionals
Chartered Accountant
GST · Income Tax · TDS · Finance
AvailableLawyer
Legal · Documentation · Disputes
AvailableCompany Secretary
MCA · Governance · Compliance
AvailableCost Accountant
Costing · Finance · Management Accounting
AvailableManagement Advisor
Strategy · Operations · Business
AvailableCustomer Support
Customer service · Matter coordination
AvailableProfessional Desk
Matter Queue
Management Dashboard
Service Pipeline
Operational Actions
Automation Centre
Compliance Reminders
Monitor deadlines and notify customers.
EnabledLead Follow-up
Follow up with unconverted enquiries.
EnabledDocument Requests
Request missing documents automatically.
EnabledPayment Reminders
Remind customers about invoices.
EnabledProfessional Assignment
Route matters to specialists.
DesigningCustomer Notifications
Email, WhatsApp and push notifications.
Designing