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Share an engagement template with Niyora
A firm that has built a good template can offer it to us; once we have reviewed and published it, it reaches every firm’s picker. Entirely opt-in - nothing is ever suggested or taken automatically - and your own copy keeps working exactly as it did.
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Recurring engagements
Enrol a client in work that repeats - monthly, quarterly, half-yearly or annually - and Niyora drafts the next one on time, addressed to whoever owns it. Every draft is identifiably recurring, so it is never mistaken for something a colleague started.
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Every member keeps their own record
Date of birth, contact details, addresses and an emergency contact, maintained by the member themselves or by whoever handles HR. Identity documents sit behind a firm switch that is off by default.
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Employee codes
The firm sets its own pattern and Niyora issues the numbers - continuing from whatever numbering you already use rather than starting again at one, and always editable.
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Offboarding a team member
Suspend someone, or record that they have left and hand over their clients, engagements and reports in one pass. Every device, grant and approved sign-in location is cut at the same time. Their hours, invoices and audit history stay attributed to them, and somebody who returns keeps that history while starting fresh.