{
  "version": 4,
  "kind": "lists",
  "app": "Experto",
  "exportedAt": "2026-10-01T03:51:45.666Z",
  "settings": {
    "theme": "light",
    "language": "en-US",
    "timeZone": "America/Sao_Paulo",
    "selectedListId": "comece",
    "activeTab": "lists",
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    "seededMessagesAt": null
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  "lists": [
    {
      "id": "comece",
      "name": "Start here",
      "color": "#4f7fe8",
      "position": 0,
      "kind": "account",
      "createdAt": "2026-10-01T03:51:45.666Z",
      "updatedAt": "2026-10-01T03:51:45.666Z",
      "deletedAt": null
    },
    {
      "id": "documentos",
      "name": "Monthly documents",
      "color": "#3aa2e6",
      "position": 1,
      "kind": "account",
      "nextListId": "conferencia",
      "nextEstimate": {
        "amount": 1,
        "unit": "business_days"
      },
      "createdAt": "2026-10-01T03:51:45.666Z",
      "updatedAt": "2026-10-01T03:51:45.666Z",
      "deletedAt": null
    },
    {
      "id": "conferencia",
      "name": "Review",
      "color": "#8c62e0",
      "position": 2,
      "kind": "account",
      "nextListId": "apuracao",
      "nextEstimate": {
        "amount": 3,
        "unit": "business_days"
      },
      "createdAt": "2026-10-01T03:51:45.666Z",
      "updatedAt": "2026-10-01T03:51:45.666Z",
      "deletedAt": null
    },
    {
      "id": "apuracao",
      "name": "Tax and bookkeeping",
      "color": "#f2b233",
      "position": 3,
      "kind": "account",
      "nextListId": "obrigacoes",
      "nextEstimate": {
        "amount": 2,
        "unit": "business_days"
      },
      "createdAt": "2026-10-01T03:51:45.666Z",
      "updatedAt": "2026-10-01T03:51:45.666Z",
      "deletedAt": null
    },
    {
      "id": "obrigacoes",
      "name": "Filings and payments",
      "color": "#f29b3b",
      "position": 4,
      "kind": "account",
      "nextListId": "entrega",
      "nextEstimate": {
        "amount": 3,
        "unit": "business_days"
      },
      "createdAt": "2026-10-01T03:51:45.666Z",
      "updatedAt": "2026-10-01T03:51:45.666Z",
      "deletedAt": null
    },
    {
      "id": "entrega",
      "name": "Client delivery",
      "color": "#5fc266",
      "position": 5,
      "kind": "account",
      "nextListId": "documentos",
      "nextEstimate": {
        "amount": 3,
        "unit": "weeks"
      },
      "createdAt": "2026-10-01T03:51:45.666Z",
      "updatedAt": "2026-10-01T03:51:45.666Z",
      "deletedAt": null
    },
    {
      "id": "anuais",
      "name": "Annual filings",
      "color": "#7a8aa0",
      "position": 6,
      "kind": "account",
      "nextListId": "anuais",
      "nextEstimate": {
        "amount": 12,
        "unit": "months"
      },
      "createdAt": "2026-10-01T03:51:45.666Z",
      "updatedAt": "2026-10-01T03:51:45.666Z",
      "deletedAt": null
    }
  ],
  "items": [
    {
      "id": "item-1",
      "listId": "comece",
      "title": "1. Turn on sub-accounts as Clients",
      "description": "**Why:** each of your firm's clients becomes a sub-account. That's what keeps each client's items apart and lets their contact see only what belongs to their company.\n\n**How to do it:**\n\n1. Open **Administration › Account**.\n2. Switch on **Turn on sub-accounts**.\n3. In **Call them**, choose **Clients**.\n\n**Done when:** **Manage clients** shows up on the account page.",
      "dueAt": null,
      "durationMinutes": null,
      "startAt": null,
      "startMode": "auto",
      "done": false,
      "completedAt": null,
      "position": 0,
      "createdAt": "2026-10-01T03:51:45.666Z",
      "updatedAt": "2026-10-01T03:51:45.666Z",
      "deletedAt": null
    },
    {
      "id": "item-2",
      "listId": "comece",
      "title": "2. Add your firm's clients",
      "description": "**How to do it:** in **Administration › Account › Manage clients**, create a **New client** for each company you serve, with a name, color and photo. One account holds up to 500 clients.\n\n**What comes with it:** each client you create automatically gets a list of its own, **Lista - {client name}** (you can rename it). Use it for that client's one-off requests, like a certificate, a change to the company's registration or the documents for the annual return.\n\n**Heads up:** this list starts open to the client, which means their contact sees and can complete whatever is in it. For internal notes, open the list settings and set **Clients who see it** to **None**.\n\n**Done when:** all your active clients are added.",
      "dueAt": null,
      "durationMinutes": null,
      "startAt": null,
      "startMode": "auto",
      "done": false,
      "completedAt": null,
      "position": 1,
      "createdAt": "2026-10-01T03:51:45.666Z",
      "updatedAt": "2026-10-01T03:51:45.666Z",
      "deletedAt": null
    },
    {
      "id": "item-3",
      "listId": "comece",
      "title": "3. Choose who's in each stage",
      "description": "**Why:** the template's lists arrive set to **Admins only**. Your team only sees the stages after this step.\n\n**How to do it**, in each list's settings, under **Who’s in**:\n\n- **Review, Tax and bookkeeping, Filings and payments and Annual filings:** **Everyone in the account**.\n- **Monthly documents and Client delivery:** **Specific people**, with whoever looks after the client base. These are the people who get the **Guest completed** notification when a client marks something as sent or received.\n\n**Tip:** people who only check (an intern, for example) can get **Can view**. They see the item and complete it, and the item moves on, but they can't edit the description.\n\n**Done when:** each person at the firm sees the stages they work in.",
      "dueAt": null,
      "durationMinutes": null,
      "startAt": null,
      "startMode": "auto",
      "done": false,
      "completedAt": null,
      "position": 2,
      "createdAt": "2026-10-01T03:51:45.666Z",
      "updatedAt": "2026-10-01T03:51:45.666Z",
      "deletedAt": null
    },
    {
      "id": "item-4",
      "listId": "comece",
      "title": "4. Open Monthly documents and Client delivery to your clients",
      "description": "**Why:** clients should only see what they need to send and what the firm delivered, and only for their own company.\n\n**How to do it:** in the settings of the **Monthly documents** and **Client delivery** lists, under **Clients who see it**, choose **All clients**. The other lists stay on **None**.\n\n**Careful:** an item with no client tagged shows a crossed-out eye in these lists. That means no guest sees that item.\n\n**Done when:** only these two lists (and each client's own list) are open to clients.",
      "dueAt": null,
      "durationMinutes": null,
      "startAt": null,
      "startMode": "auto",
      "done": false,
      "completedAt": null,
      "position": 3,
      "createdAt": "2026-10-01T03:51:45.666Z",
      "updatedAt": "2026-10-01T03:51:45.666Z",
      "deletedAt": null
    },
    {
      "id": "item-5",
      "listId": "comece",
      "title": "5. Check your business days and hours",
      "description": "**Why:** each stage's deadlines are counted in business time, based on the firm's working hours.\n\n**How to do it:** in **Administration › Account**, open **Business days and hours** and check the weekdays, the hours and the time zone.\n\n**Done when:** the account's working hours match the firm's.",
      "dueAt": null,
      "durationMinutes": null,
      "startAt": null,
      "startMode": "auto",
      "done": false,
      "completedAt": null,
      "position": 4,
      "createdAt": "2026-10-01T03:51:45.666Z",
      "updatedAt": "2026-10-01T03:51:45.666Z",
      "deletedAt": null
    },
    {
      "id": "item-6",
      "listId": "comece",
      "title": "6. Invite each client's contact",
      "description": "**How to do it:** on the client's profile, use **Invite guest** with the email of whoever handles documents on their side (finance, HR or the owner).\n\n**How it works for the client:**\n\n- Guests are free, unlimited and don't take a seat.\n- A guest only sees their own company's items, in the lists open to clients, with title, description and attachments.\n- They can only complete. In **Monthly documents**, completing means \"I sent it\"; in **Client delivery**, it means \"I got it\". After completing, they have a few seconds to undo.\n- Files keep going through the firm's usual channel (email, portal or chat). The item just records that they were sent.\n- It works on the web and in the iPhone app.\n\n**Testing tip:** create a test client and invite yourself with another email to see exactly what your client sees.\n\n**Done when:** each client's contact accepts the invite.",
      "dueAt": null,
      "durationMinutes": null,
      "startAt": null,
      "startMode": "auto",
      "done": false,
      "completedAt": null,
      "position": 5,
      "createdAt": "2026-10-01T03:51:45.666Z",
      "updatedAt": "2026-10-01T03:51:45.666Z",
      "deletedAt": null
    },
    {
      "id": "item-7",
      "listId": "comece",
      "title": "7. Create each client's monthly items",
      "description": "**One item per area, for each client**, in **Monthly documents**:\n\n- `[Payroll][Client] - Timesheets and payroll changes`\n- `[Tax][Client] - Invoices and sales`\n- `[Accounting][Client] - Statements and receipts`\n\nLeave out any area the firm doesn't handle for that client. Copy the description from the sample items and adjust it: that's what tells the client what to send.\n\n**How to create them:** in **New item**, type the title and `#Client`, for example `[Tax][Laurence] - Invoices and sales #Laurence`. The `#Laurence` disappears from the title and the item comes in with the right client. Then set the first month's deadline, on the day you agreed with the client.\n\n**With lots of clients:** ask your AI agent (step 11), up to 50 items per request.\n\n**Done when:** each client has items for the areas the firm handles.",
      "dueAt": null,
      "durationMinutes": null,
      "startAt": null,
      "startMode": "auto",
      "done": false,
      "completedAt": null,
      "position": 6,
      "createdAt": "2026-10-01T03:51:45.666Z",
      "updatedAt": "2026-10-01T03:51:45.666Z",
      "deletedAt": null
    },
    {
      "id": "item-8",
      "listId": "comece",
      "title": "8. Agree on the cycle's rules with your team",
      "description": "- **Every item named with the same pattern:** `[Area][Client] - Title`. With the area and client up front, anyone can find the item by searching, in the panel or in the Organizer.\n- **Completing sends the item to the next stage**, with a new deadline. In **Client delivery**, completing sends the item back to **Monthly documents**: that's next month's request.\n- **Whoever works on an item Pulls it.** The item goes into that person's daily checklist, and everyone sees who has it. Ran out of time? Push sends it back.\n- **A document is missing at review:** write what's missing in the description and use **Move to… › Monthly documents**, with a deadline. The client sees the request and completes it once they send it.\n- **In Filings and payments:** attach the payment forms, filing receipts, pay stubs and reports to the item before completing. The client sees and downloads the attachments in **Client delivery**.\n- **The client didn't confirm delivery on time?** The item turns red. Check with them and, if needed, complete it yourself: next month's request comes back all the same.",
      "dueAt": null,
      "durationMinutes": null,
      "startAt": null,
      "startMode": "auto",
      "done": false,
      "completedAt": null,
      "position": 7,
      "createdAt": "2026-10-01T03:51:45.666Z",
      "updatedAt": "2026-10-01T03:51:45.666Z",
      "deletedAt": null
    },
    {
      "id": "item-9",
      "listId": "comece",
      "title": "9. Take a sample item through the cycle",
      "description": "There are three sample items in **Monthly documents**. Use one to see the whole cycle before you start with real clients:\n\n1. Tag the item with the test client (the item's **Client** field).\n2. Sign in as the test client and complete it: the item moves to **Review**.\n3. In **Review**, **Pull** it and try **Move to… › Monthly documents**, as if a statement were missing. Complete it again as the client.\n4. Complete it in **Review**, **Tax and bookkeeping** and **Filings and payments**, attaching any file in that last one.\n5. Sign in as the client, see the attachment in **Client delivery** and complete it.\n6. Check that the item is back in **Monthly documents**, with next month's deadline.\n\nAfter the test, use the sample items as templates or delete them.\n\n**Done when:** the item has gone all the way around.",
      "dueAt": null,
      "durationMinutes": null,
      "startAt": null,
      "startMode": "auto",
      "done": false,
      "completedAt": null,
      "position": 8,
      "createdAt": "2026-10-01T03:51:45.666Z",
      "updatedAt": "2026-10-01T03:51:45.666Z",
      "deletedAt": null
    },
    {
      "id": "item-10",
      "listId": "comece",
      "title": "10. Match the deadlines to your firm's calendar",
      "description": "Each stage gives the item a deadline when it moves to the next one (list settings › **Connected list** › **Estimate**):\n\n| On arrival in | Deadline |\n|---|---|\n| Review | 1 business day |\n| Tax and bookkeeping | 3 business days |\n| Filings and payments | 2 business days |\n| Client delivery | 3 business days |\n| Monthly documents (next month's request) | 3 weeks |\n| Annual filings (back again, after completing) | 12 months |\n\nThe deadline for the trip back to **Monthly documents** counts from the day the client confirms delivery. If a client has a fixed day to send documents, adjust the deadline on the item.\n\n**In Annual filings**, set each return's deadline the first year. Once completed, the item comes back open with a deadline 12 months later.\n\n**Done when:** the deadlines match the firm's real calendar.",
      "dueAt": null,
      "durationMinutes": null,
      "startAt": null,
      "startMode": "auto",
      "done": false,
      "completedAt": null,
      "position": 9,
      "createdAt": "2026-10-01T03:51:45.666Z",
      "updatedAt": "2026-10-01T03:51:45.666Z",
      "deletedAt": null
    },
    {
      "id": "item-11",
      "listId": "comece",
      "title": "11. Connect your AI agent (optional)",
      "description": "**How to turn it on:** in **Administration › AI agents**, switch on **Allow AI connections** and choose whether the AI can only read or also edit. Then each person connects their own agent (Claude, ChatGPT or another MCP-compatible app) at getexperto.com/app/mcp. The AI only sees what that person sees.\n\n**Account context for the AI** (on the same page): write who your clients are, each one's tax regime, the areas the firm handles for each client and the item naming pattern (`[Area][Client] - Title`).\n\n**Example requests:**\n\n- \"Which clients haven't completed their items in Monthly documents yet?\"\n- \"Create the Payroll, Tax and Accounting items for the new clients in Monthly documents, with the document list in the description.\" (up to 50 items per request)\n- \"What's overdue in Tax and bookkeeping?\"\n\nThe AI never deletes anything.",
      "dueAt": null,
      "durationMinutes": null,
      "startAt": null,
      "startMode": "auto",
      "done": false,
      "completedAt": null,
      "position": 10,
      "createdAt": "2026-10-01T03:51:45.666Z",
      "updatedAt": "2026-10-01T03:51:45.666Z",
      "deletedAt": null
    },
    {
      "id": "item-12",
      "listId": "documentos",
      "title": "[Payroll][Example Client] - Timesheets and payroll changes",
      "description": "**Sample item.** Take it through the cycle following step **9** of **Start here**. Then use this description as a template: the client sees whatever is here.\n\n**What to send this month:**\n\n- timesheets or the time clock report;\n- overtime, absences and sick notes;\n- this month's hires and departures, with the details of whoever joined or left;\n- vacations starting next month;\n- commissions, bonuses and other variable pay.\n\n**How to send it:** through the firm's usual channel. Then complete this item: that's how the firm knows it arrived.",
      "dueAt": null,
      "durationMinutes": null,
      "startAt": null,
      "startMode": "auto",
      "done": false,
      "completedAt": null,
      "position": 0,
      "createdAt": "2026-10-01T03:51:45.666Z",
      "updatedAt": "2026-10-01T03:51:45.666Z",
      "deletedAt": null
    },
    {
      "id": "item-13",
      "listId": "documentos",
      "title": "[Tax][Example Client] - Invoices and sales",
      "description": "**Sample item.** Use this description as a template: the client sees whatever is here.\n\n**What to send this month:**\n\n- invoices issued and received that don't reach the firm on their own;\n- canceled or returned invoices;\n- the month's sales report (card, transfer and cash);\n- new service contracts.\n\n**How to send it:** through the firm's usual channel. Then complete this item: that's how the firm knows it arrived.",
      "dueAt": null,
      "durationMinutes": null,
      "startAt": null,
      "startMode": "auto",
      "done": false,
      "completedAt": null,
      "position": 1,
      "createdAt": "2026-10-01T03:51:45.666Z",
      "updatedAt": "2026-10-01T03:51:45.666Z",
      "deletedAt": null
    },
    {
      "id": "item-14",
      "listId": "documentos",
      "title": "[Accounting][Example Client] - Statements and receipts",
      "description": "**Sample item.** Use this description as a template: the client sees whatever is here.\n\n**What to send this month:**\n\n- statements for every company account, including investments;\n- the company credit card statement;\n- receipts for the month's payments and income;\n- new loan, financing or lease contracts.\n\n**How to send it:** through the firm's usual channel. Then complete this item: that's how the firm knows it arrived.",
      "dueAt": null,
      "durationMinutes": null,
      "startAt": null,
      "startMode": "auto",
      "done": false,
      "completedAt": null,
      "position": 2,
      "createdAt": "2026-10-01T03:51:45.666Z",
      "updatedAt": "2026-10-01T03:51:45.666Z",
      "deletedAt": null
    },
    {
      "id": "item-15",
      "listId": "anuais",
      "title": "[Tax][Example Client] - Annual company tax return",
      "description": "**Sample annual routine item.** Set this year's deadline. When you complete it, the item comes back open to this list with a deadline 12 months later.\n\n**Before the deadline:** check the year's revenue and the owners' details. Whatever you need from the client, ask for it in their own list (**Lista - {client name}**), which is open to them.",
      "dueAt": null,
      "durationMinutes": null,
      "startAt": null,
      "startMode": "auto",
      "done": false,
      "completedAt": null,
      "position": 0,
      "createdAt": "2026-10-01T03:51:45.666Z",
      "updatedAt": "2026-10-01T03:51:45.666Z",
      "deletedAt": null
    },
    {
      "id": "item-16",
      "listId": "anuais",
      "title": "[Payroll][Example Client] - Employees' annual income statements",
      "description": "**Sample annual routine item.** Set this year's deadline. When you complete it, the item comes back open to this list with a deadline 12 months later.\n\n**On delivery:** attach the statements to the item and let the client know through their own list.",
      "dueAt": null,
      "durationMinutes": null,
      "startAt": null,
      "startMode": "auto",
      "done": false,
      "completedAt": null,
      "position": 1,
      "createdAt": "2026-10-01T03:51:45.666Z",
      "updatedAt": "2026-10-01T03:51:45.666Z",
      "deletedAt": null
    },
    {
      "id": "item-17",
      "listId": "anuais",
      "title": "[Income tax][Example Client] - Owners' personal returns",
      "description": "**Sample annual routine item.** Set this year's deadline. When you complete it, the item comes back open to this list with a deadline 12 months later.\n\n**What to ask the owners for**, through the client's own list:\n\n- income statements from banks, brokers and the company itself;\n- receipts for medical and education expenses;\n- purchases and sales of property, vehicles and other assets during the year;\n- last year's return, if it's their first year with the firm.",
      "dueAt": null,
      "durationMinutes": null,
      "startAt": null,
      "startMode": "auto",
      "done": false,
      "completedAt": null,
      "position": 2,
      "createdAt": "2026-10-01T03:51:45.666Z",
      "updatedAt": "2026-10-01T03:51:45.666Z",
      "deletedAt": null
    }
  ],
  "notes": [],
  "messages": [],
  "pending": {
    "lists": [],
    "items": [],
    "notes": [],
    "messages": []
  }
}