Operations Pack
Teams drowning in repeatable admin
Standardise the process, capture requests, and generate the right work.
Process MappingForms & IntakeDocuments & TemplatesTools
Static business system demo
Explore the internal systems LD can build for your business.
A guided showroom of practical modules: knowledgebase, newsletters, tools, HR management, process mapping, CRM, reporting, documents, compliance, bookings, training, referrals, finance, intake, portals, AI search, notices, and voice workflows. All static, fast, mobile responsive, and designed to show what is possible without pretending to be a live client system.
Demo workspace
Operations overview
18 shown
Phase 1
18 modules
Phase 1
Mobile ready
Phase 1
LD themed
Phase 1
Browse by business area
Narrow the module list to the part of the business a prospect cares about first.
Suggested bundles
Start with a business problem, then combine the right modules.
The demo works better when prospects can see a package-shaped answer before they get lost comparing individual features.
Client Portal Pack
Service businesses with client follow-up and document chasing
Give clients one place to see requests, uploads, updates, and next steps.
Client / Staff PortalCRMDocuments & TemplatesNewsletters
Compliance Pack
Regulated teams that need proof, review dates, and accountability
Track policies, training, audit trails, exceptions, and management visibility.
Compliance & AuditTraining / CPDReporting DashboardsAI Search / Assistant
Team Hub Pack
Growing teams needing intranet-style structure
Centralise staff information, notices, calendars, training, and knowledge.
KnowledgebaseHR ManagementCommunity & NoticesBookings & Calendar
KnowledgebaseNewslettersToolsHR ManagementProcess MappingCRMReporting DashboardsDocuments & TemplatesCompliance & AuditBookings & CalendarTraining / CPDReferrals & LeadsFinance / BillingForms & IntakeClient / Staff PortalAI Search / AssistantCommunity & NoticesCalls & Voice Workflows
Knowledgebase
Policies, procedures, and answers in one searchable place.
42 articles8 categories94% resolved
Newsletters
Plan, draft, approve, and track business communications.
3 drafts1 scheduled68% open rate
Tools
Useful calculators, generators, and workflow helpers.
12 tools5 templates18 hrs saved
HR Management
Staff records, leave, onboarding, and compliance tracking.
14 staff6 leave requests91% complete
Process Mapping
Process Street-style templates and live checklist runs.
9 processes31 active runs7 overdue
CRM
Leads, client records, pipeline, notes, and follow-ups.
28 leads$84k pipeline11 follow-ups
Reporting Dashboards
Management KPIs, exceptions, exports, and trend snapshots.
9 KPIs4 alerts3 exports
Documents & Templates
Generate, review, upload, and approve repeatable business documents.
16 templates7 pending2 approvals
Compliance & Audit
Policy checks, review dates, audit trails, and risk follow-up.
12 checks3 due soon98% logged
Bookings & Calendar
Appointments, rooms, resources, events, and conflict warnings.
18 events4 rooms2 clashes
Training / CPD
Learning modules, staff progress, certificates, and CPD logs.
8 courses76% complete4 certificates
Referrals & Leads
Partner referrals, attribution, status tracking, and split reporting.
19 referrals$42k pipeline6 partners
Finance / Billing
Invoices, payments, statements, recurring charges, and sync status.
$18k due4 overdue92% synced
Forms & Intake
Public forms, internal requests, triage, validation, and conversion.
11 submissions5 triaged3 converted
Client / Staff Portal
Role-based home screens, self-service tasks, files, and updates.
4 roles23 tasks12 uploads
AI Search / Assistant
Search company knowledge, draft internal notes, and summarise work.
128 sources9 drafts4 summaries
Community & Notices
Announcements, events, resources, member updates, and feedback.
5 notices3 events18 responses
Calls & Voice Workflows
Call logs, transcripts, follow-up tasks, and voice workflow routing.
14 calls6 tasks3 escalations
Knowledgebase
Static demoSearch policies, procedures, and answers
How to onboard a new client
Password and access policy
Monthly reporting checklist
How to request a system change
Tools
Static demoAutomation ROI
Estimate hours and monthly savings
Document checklist
Generate the files needed for a workflow
Follow-up drafter
Create a client-ready follow-up message
HR Management
Static demoEmma WilsonOnboarding
Mat TurnerTraining
Sarah LeePolicy review
Process Mapping
Static demoNew client onboarding
Process Street-style checklist run
Intake form receivedComplete
Assign ownerComplete
Create client workspaceIn progress
Schedule kickoffWaiting
Send welcome packWaiting
CRM
Static demoApex Electrical
Discovery
$7,500
Harbour Finance
Proposal
$12,800
Northside Health
Won
$9,200
Reporting Dashboards
Static demoOpen tasks
37
+8 this week
Client response time
4.2 hrs
18% faster
Monthly admin saved
42 hrs
Tracked estimate
At-risk items
4
Needs review
Pipeline valueLast 6 months
Documents & Templates
Static demo16
Templates
23
Generated
7
Approvals
Client proposal pack
Ready for review
Staff onboarding checklist
Awaiting manager
Monthly board report
Generated today
Supplier agreement
Client upload needed
Compliance & Audit
Static demo98%
audit logged
3
due soon
0
critical gaps
Privacy policy acknowledgement
Owner: All staff
Client advice QA sample
Owner: Sarah
Supplier access review
Owner: Ops
Incident register check
Owner: Admin
Bookings & Calendar
Static demoM
T
W
T
F
S
S
Discovery call - Harbour Finance
Rupert
Boardroom booking
Room 2
Policy review workshop
Team
Client onboarding kickoff
Online
Training / CPD
Static demo8
courses
76%
complete
4
certificates
Privacy and data handlingDue Friday
Client onboarding standardsIn progress
Health and safety refreshCertified
Quarterly compliance updateDue soon
Referrals & Leads
Static demoPartner pipeline
Attribution and follow-up view
Mortgage Lab Alumni
5 leads
$14,200
Accountant partner
3 leads
$8,900
Insurance adviser
7 leads
$16,400
Website enquiry
4 leads
$2,500
Finance / Billing
Static demo$18k
due
4
overdue
92%
synced
INV-1048
Sent
$2,400
Monthly retainer
Recurring
$3,800
Xero sync
Healthy
92%
Overdue follow-up
Needs action
$1,200
Forms & Intake
Static demoNew enquiry intake
Capture a form, validate required details, triage the request, and turn it into the next useful record or task.
Website strategy request
Create CRM lead
Staff equipment form
Assign ops task
Client upload request
Attach documents
Automation idea
Estimate value
Client / Staff Portal
Static demoClient
Staff
Manager
Admin
Client dashboard
3 open requests
Staff workspace
8 tasks due
Manager approvals
4 waiting
Admin settings
2 changes
AI Search / Assistant
Static demoAsk company knowledge safely
Search policies
12 source matches
Draft client reply
Ready for review
Summarise meeting
4 actions found
Find overdue work
6 items flagged
Community & Notices
Static demoStaff announcement hub
Keep important updates visible without burying them in email, chat, or a document nobody opens.
System maintenance notice
All staff
Team training event
Friday
Resource library update
Policies
Feedback pulse
Open
Calls & Voice Workflows
Static demo14
calls
6
tasks
3
escalations
Inbound enquiry
Create lead
Client follow-up call
Assign tasks
Missed call queue
Return call
Escalation route
Manager
Built as a sales and discovery asset
Pick a module, then turn it into a real system for your process.
The point is not to sell a generic app. The point is to make the options visible, then shape the right combination around the business.