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Industry · Professional services

In a services firm, a missed date costs money or trust

A tool that silently renews, a liability policy that lapses, a client contract that runs past its notice period. Each has its own date, and each one costs money or credibility when it slips. Put them in one list with reminders and OwndUp nudges you well before every date.

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What expires

In services, a lot renews on its own date

Every contract, policy, licence and certification has its own date, spread across inboxes, a shared drive and the memory of one partner.

Client contracts

Engagements with end dates and notice periods. Miss a renewal window and you either lose the client or keep working without a signed contract.

Professional liability insurance

Your indemnity cover has a renewal date you cannot let lapse. A gap here puts every engagement at risk.

Software licences and subscriptions

Accounting, CRM and other tools that renew on their own date, often silently, sometimes for another year you did not plan for.

Staff certifications

Certifications and registrations of your consultants and advisers, each valid until its own date, so a client review never finds one expired.

How OwndUp solves it

One overview that warns you in time

Build your own list or start from a ready-made template, and every date starts working for you.

1

Your own list or a template

Start from the free contracts or certificates template, or build your own columns. Import your existing Excel in one go.

2

A reminder per row

Put an alert on each date, for example two months before a notice period ends, so there is time to renew, renegotiate or cancel.

3

By email and in your calendar

Reminders arrive by email and in the app, and every date can show up in Outlook, Google or Apple Calendar.

4

Escalation to a backup

If a reminder stays open too long, OwndUp escalates to your backup, so a renewal never depends on one person.

Free template
Start with an Excel template

Download a ready-made contracts or certificates template, fill it in and import it into OwndUp.

See the templates →
Related use case
Contracts and renewals

See how teams keep contracts and renewals on track with reminders before every notice period.

Read the use case →
Good to know

Questions from professional services

Yes. Add a row per contract with the end date and the notice period, and put a reminder ahead of the moment you would need to act. You can share the list with a colleague as viewer or editor.
Yes. Give each licence, subscription and policy its own row with its renewal date. One list can hold contracts, insurances and certifications side by side.
Yes. Import your existing spreadsheet and your headers become columns, your rows become data and dates are recognised automatically. Then you add the reminders.

Keep every contract and licence renewed in time

Put your client contracts, insurances and licences in one overview today. 30 days free, no credit card needed.

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