Monday.com- business set up
Budget: £10 – £15 GBP
Project Overview
I am looking for a skilled freelancer to build and structure a complete Monday.com (standard model) business management system for my independent case management company. My business involves working with clients who have experienced catastrophic injuries (including brain, spinal, and orthopaedic injuries), coordinating multidisciplinary teams, managing rehabilitation programmes, and handling medico-legal and operational processes.
I need a scalable, easy-to-navigate, and well-automated system that supports my client work, business governance, and daily operations, while reducing admin burden and helping me stay organised.
Objectives
• Build structured Workspaces, Boards, Dashboards, and Automations to support:
• Client rehabilitation management
• Budget tracking
• Risk and safeguarding oversight
• Initial Needs Assessments (INAs) and Expert Witness work
• Business operations and compliance
• Trusted professional directory
• Income/expenditure review
• Marketing and content planning
• Ensure the setup allows for:
• Master dashboards to track key actions across all clients
• Clear task delegation (to self, admin support, and subcontractors)
• Status updates and reminders for policy and compliance reviews
• Easy linking between professional contacts, governance records, and client activity
• Templates that can be duplicated per client or report type
⸻
Deliverables
Workspaces & Boards
1. Client Case Management Workspace
• Folder per client (initials/case ID)
• Boards:
• Case Overview
• Rehab Goals & Progress
• Task & Action Log
• Budget & Funding Tracker
• Risk & Safeguarding Log
• Professional Contacts & Referrals (linked to Master Directory)
2. Initial Needs Assessments (INA) Workspace
• INA Tracker
• Report Writing Workflow (Kanban)
3. Expert Witness Workspace
• Report Tracker (with status and payment tracking)
4. Business Operations Workspace
• Admin & Compliance Tasks
• CPD & Supervision Log
• Governance & Policies (with automations for review dates and status colours)
• Business Planning & Development
5. Finance & Performance Workspace
• Monthly Income & Cost Log
• Client Cost Review Board
6. Marketing & Social Media Workspace
• Content Calendar
• Testimonial & Engagement Log
7. Trusted Professionals Directory (New Board)
• Full directory of professionals with governance checks
• Linked to individual client boards
• Include DBS, insurance, consent, and contact details
• Include filters and tags for region, profession, service type
⸻
Automation Requirements
• Policy Review Status Automation:
• Green (Current & Compliant), Amber (Due for Review 60 days before), Red (Overdue after due date)
• Task Deadlines:
• Notifications when tasks become due
• Auto-status changes based on dates
• Client Action Dashboard:
• Master view of all tasks across clients (filtered by due date, owner, and status)
• Governance Alerts:
• Trigger reminders for DBS or insurance expiry
• Highlight incomplete compliance items
⸻
Support Requested
• Initial system build (core boards, columns, groups, automations)
• Organised structure using folders and mirrored fields
• 1 master dashboard and up to 2 client dashboards
• 1 handover session (video call or screen recording) to explain setup
I am looking for a skilled freelancer to build and structure a complete Monday.com (standard model) business management system for my independent case management company. My business involves working with clients who have experienced catastrophic injuries (including brain, spinal, and orthopaedic injuries), coordinating multidisciplinary teams, managing rehabilitation programmes, and handling medico-legal and operational processes.
I need a scalable, easy-to-navigate, and well-automated system that supports my client work, business governance, and daily operations, while reducing admin burden and helping me stay organised.
Objectives
• Build structured Workspaces, Boards, Dashboards, and Automations to support:
• Client rehabilitation management
• Budget tracking
• Risk and safeguarding oversight
• Initial Needs Assessments (INAs) and Expert Witness work
• Business operations and compliance
• Trusted professional directory
• Income/expenditure review
• Marketing and content planning
• Ensure the setup allows for:
• Master dashboards to track key actions across all clients
• Clear task delegation (to self, admin support, and subcontractors)
• Status updates and reminders for policy and compliance reviews
• Easy linking between professional contacts, governance records, and client activity
• Templates that can be duplicated per client or report type
⸻
Deliverables
Workspaces & Boards
1. Client Case Management Workspace
• Folder per client (initials/case ID)
• Boards:
• Case Overview
• Rehab Goals & Progress
• Task & Action Log
• Budget & Funding Tracker
• Risk & Safeguarding Log
• Professional Contacts & Referrals (linked to Master Directory)
2. Initial Needs Assessments (INA) Workspace
• INA Tracker
• Report Writing Workflow (Kanban)
3. Expert Witness Workspace
• Report Tracker (with status and payment tracking)
4. Business Operations Workspace
• Admin & Compliance Tasks
• CPD & Supervision Log
• Governance & Policies (with automations for review dates and status colours)
• Business Planning & Development
5. Finance & Performance Workspace
• Monthly Income & Cost Log
• Client Cost Review Board
6. Marketing & Social Media Workspace
• Content Calendar
• Testimonial & Engagement Log
7. Trusted Professionals Directory (New Board)
• Full directory of professionals with governance checks
• Linked to individual client boards
• Include DBS, insurance, consent, and contact details
• Include filters and tags for region, profession, service type
⸻
Automation Requirements
• Policy Review Status Automation:
• Green (Current & Compliant), Amber (Due for Review 60 days before), Red (Overdue after due date)
• Task Deadlines:
• Notifications when tasks become due
• Auto-status changes based on dates
• Client Action Dashboard:
• Master view of all tasks across clients (filtered by due date, owner, and status)
• Governance Alerts:
• Trigger reminders for DBS or insurance expiry
• Highlight incomplete compliance items
⸻
Support Requested
• Initial system build (core boards, columns, groups, automations)
• Organised structure using folders and mirrored fields
• 1 master dashboard and up to 2 client dashboards
• 1 handover session (video call or screen recording) to explain setup