Onboard client
Record entity, service scope, period and responsible contact.
Entity and GSTIN
Service scope
Primary contact
76
5 added this month
CA Document Collection Pack
See the complete process before setup.
Explore fictional records, real workflow stages and the exact quotation templates this pack adds to UtilityHub.
Seven connected operating stages
Client compliance collection pipeline
Make every missing document, deadline, reviewer and client approval visible.
Confirm engagement
Create the recurring service quotation and agreed cut-off.
Filing scope
Client cut-off
Exclusions
68
61 active
Request documents
Create a visible collection job and due-date reminder.
Compliance period
Required-item list
Assigned owner
31
12 incomplete
Receive and classify
Keep received, missing and unreadable evidence in context.
Source identified
Readable file
Correct period
184
43 missing
Prepare for review
Resolve missing information before assigning the reviewer.
Checklist complete
Exceptions noted
Reviewer assigned
16
Assigned to 4 staff
Collect client approval
Record the approval follow-up before treating work as ready.
Prepared output shared
Client confirmation
Exceptions accepted
9
3 due today
Record filing proof
Attach acknowledgement and schedule the next compliance cycle.
Acknowledgement
Completion note
Next due date
52
Current period
Ready to use your own records?
Create a private workspace, answer 4 onboarding questions, then enable the templates, rules and dashboard. This opens setup; it does not take a payment. Subscription access is reviewed separately in workspace billing.
This safe demonstration uses fictional sample data. No shared password, customer information or editable production record is exposed.