Governance clerking, minus the hours of admin.
Effective Clerking drafts your agendas and minutes, chases every action, and invoices your schools — automatically, in a fraction of the time it takes by hand.
Agenda
- 1. WelcomeAuto-drafted
- 2. DeclarationsAuto-drafted
- 3. Previous MinutesComplete
- 4. Matters ArisingComplete
- 5. HT ReportComplete
Action Tracker
- Fire drill reviewScheduled
- Library quotesOverdue
- Safeguarding trainingComplete
Invoice School
Minutes
Chair welcomed everyone. Apologies received from one governor. Quorum was noted as met.
Less admin. More Income.
Every hour spent retyping notes or chasing invoices is an hour not spent clerking — here's where Effective Clerking gives it back.
Agenda prep
Typed by hand for every meeting
Auto-drafted from your template in minutes
Minutes
Hours writing up notes after every meeting
Formatted by Effective Clerking Intelligent Drafting while you review, not type
Action chasing
Tracked in spreadsheets, chased from memory
Tracked automatically, carried onto the next agenda
Invoicing
A separate admin task once the dust settles
Ready to send the moment the meeting's marked complete
Agenda Ready to Send
Recipients
chair@yourschool.sch.uk, clerk@yourschool.sch.uk
Subject
Your School — Agenda — TPS/AGN/0001
Message
Please find attached the agenda for the meeting on Wednesday, 12 August 2026, 18:00 – 19:30, On-site.
Agendas built automatically — and sent straight to governors
Effective Clerking pulls in your standing template, governor membership, and school vision statement, tidies the wording with Effective Clerking Intelligent Drafting, and sends the approved agenda in one click.
- Standing template & governor membership pulled in automatically
- Wording tidied by Effective Clerking Intelligent Drafting
- Approved agenda sent to governors in one click, fully tracked
You choose the Agenda Item, Effective Clerking formats and creates your agenda and sends it off to the chair and head.
Type your notes, or upload them — Effective Clerking Intelligent Drafting does the rest
Notes are captured per agenda item and linked automatically — type directly into Effective Clerking from any device during the meeting, or upload a document afterwards. One click turns them into professional, formatted minutes.
- Notes linked to each agenda item automatically
- Type live in the meeting, or upload a document later
- Actions raised during drafting become tracked items automatically
- Decisions are captured and highlighted automatically
Notes
- Matters ArisingOpen
- Headteacher's Report2 Decisions
- Finance Report3 Actions
- SafeguardingOpen
- Health & SafetyOpen
Every agenda starts where the last one left off
Open actions from previous meetings are pulled into the next agenda automatically as real, editable items — so nothing gets forgotten between meetings.
- Open actions carried in automatically, not retyped
- Edit, remove, or reassign before the agenda goes out
Open actions
- Open
Review fire drill procedure
TPS/24/0063
- Open
Library refurbishment quotes
TPS/24/0067
- Open
Governor safeguarding training
TPS/24/0066
- Open
Review behaviour policy
TPS/24/0070
Invoice your schools the moment the meeting's done
The invoice is pre-filled and waiting as soon as the meeting is marked complete — approve and send in one click, then track outstanding, overdue, and paid.
- Pre-filled the moment a meeting is marked complete
- Approve and send in one click, no separate admin task
Invoice
TPS/INV/0001
Every school — or trust — under one dashboard
Standalone schools and MATs side by side, colour-coded so you can tell them apart at a glance across your calendar, actions, and invoices.
- Colour-coded across the whole app
- Standalone schools and MATs supported
- Scales as your practice grows — pricing follows
Schools
East Primary School
Next meeting 12 Aug 2026
Open actions 7
Greenway Academy Trust
Next meeting 15 Aug 2026
Open actions 14
Riverside School
Next meeting 18 Aug 2026
Open actions 5
Oakfield Primary
Next meeting 20 Aug 2026
Open actions 3
Ready to give yourself the hours back?
Every plan includes the full feature set — pricing scales only with how many schools you manage.
Get startedSimple pricing that scales with your practice
Every plan includes the full feature set. Pricing scales only with how many schools you manage — no feature gating, no surprises.
Starter
1 school
Clerking for a single school.
- Unlimited agendas & minutes with Effective Clerking Intelligent Drafting
- Action tracking with due dates and full audit trail
- Compliance checklists per school
- Client invoicing — BACS Direct Debit or card
- Branded PDF exports for every document
- Unlimited committees and meeting attendees
Growth
2–5 schools
Most popular for clerks scaling their practice.
- Unlimited agendas & minutes with Effective Clerking Intelligent Drafting
- Action tracking with due dates and full audit trail
- Compliance checklists per school
- Client invoicing — BACS Direct Debit or card
- Branded PDF exports for every document
- Unlimited committees and meeting attendees
Established
6–10 schools
For established multi-school clerking practices.
- Unlimited agendas & minutes with Effective Clerking Intelligent Drafting
- Action tracking with due dates and full audit trail
- Compliance checklists per school
- Client invoicing — BACS Direct Debit or card
- Branded PDF exports for every document
- Unlimited committees and meeting attendees
Unlimited
11–20 schools
For clerks running a large portfolio.
- Unlimited agendas & minutes with Effective Clerking Intelligent Drafting
- Action tracking with due dates and full audit trail
- Compliance checklists per school
- Client invoicing — BACS Direct Debit or card
- Branded PDF exports for every document
- Unlimited committees and meeting attendees