Company Formation

This template is designed for your process of forming a limited company in the UK.

The work goes through the stages:

• Waiting for Client
• In Progress
• Follow-up

(Work stages are customisable.)

The role involved in completing the work is: Onboarding Specialist.

(Roles are customisable.)

The template includes best practice automation to ensure the following are clear:

• Which tasks are ready to be worked on (i.e. task status)
• What the status of work is at any time (so you can get real-time work dashboards)
• Who is responsible for the work and tasks
• The priority of work and tasks

The start date for the work is the date the engagement was agreed. The due date of the work is 7 days later.