How do I see who I’m waiting on?

One overview: clients still owing documents, requests past due, and closes left open, sorted so the overdue ones are impossible to miss.

Does this replace my practice spreadsheet?

That is the idea. The spreadsheet only knew what you remembered to type into it. This view is fed by the work itself.

Solo practitioners / Deadline Tracking

One view shows the due date for each request and the stage for each return. It lists overdue client items first.

Due dates for each open item

Status updates from workflow activity

Overdue items appear first

Workflow activity updates the status board.

Everything gets a due date
Document requests, monthly closes, and deliverables each carry their date. Set once, visible everywhere.
Status follows the work
Cranston updates the client status when documents arrive or a return changes stage.
Risks surface early
The client whose documents are not in by mid-March shows up in the needs-attention view before it becomes an emergency.