The industry packs

Restaurant, memberships, property, appointments, professional practice with a conflict check, client money held on trust, and industrial readiness — switched on per business, not per customer's code.

10 étapes

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Étape par étape

1 · Packs for a trade
Every business needs invoices and stock; a restaurant also needs tables. A pack switches on the screens that trade needs — the rest of the system is unchanged underneath.
1
Restaurant — the floor
Tables, who is sitting at them, and the open bill on each. The kitchen sees the order the moment it is sent; the till already covered in the counter manual settles it.
2
Memberships
A gym, a clinic plan, a maintenance club: who is a member, when their term ends, and what renews on its own.
3
Property and units
A project, its units, and the state of each — available, reserved, sold. A CRM lead can be linked to the exact unit they came about.
4
Appointments
A bookable diary per person or per resource, with a public booking link — the same calendar the workplace manual covered, aimed at customers instead of colleagues.
2 · A professional practice
A law firm, a clinic, a consultancy: the work is a case or a file, billed by the hour against a retainer, and you must be able to prove you were allowed to take it.
5
Cases and time
Each case carries its client, its people and its hours. The rate card priced those hours; the retainer is what they are drawn against.
6
Type the name you are about to act for
Search every party the firm has ever acted for or against — not just its clients. It matches the name as written, which is exactly why the page calls itself a screen and not a guarantee.
7
A name you have acted against
Two matters come back — one where that company was the opponent. Acting for them now is a direct conflict, and it took four seconds to find instead of a partner's memory.
8
Clinical records
A patient IS a client — one contact record, not two — with the clinical part shown only to clinical staff: age, allergies, and the notes from each visit.
3 · Money that is not yours
A deposit, a retainer, an escrow: money you hold for a client. Mixing it with your own is how a professional loses their licence, so it has its own ledger.
9
Client money
Held per client, drawn down only against work actually done, and reconciled on its own — never netted against what the business owes.
4 · Readiness
A factory selling to a multinational is asked how ready it is. The assessment is a recognised one and the answer has to be evidenced.
10
SIRI readiness
Sixteen dimensions, scored today against where you want to be, ranked by the gap times how much it matters — and honest that the official band needs a certified assessor.