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Professional and business services · Services

MatruOS for a licence and liaison consultant

Set up the way a licence and liaison consultant runs: professional fee per licence, NOC or renewal; annual compliance retainers; drawing and document preparation charged on top; government fees passed through at actuals. Routines, workflows, registers, licences and an AI team that knows the work are ready when you sign up.

Professional and business servicesReady when you sign up

  • 7routines on a timetable
  • 1workflows with approvals
  • 2SOPs and checks
  • 2registers of your own
  • 4jobs for your AI team
  • 5licences tracked

7-day free trial, no card needed.

What this solves

What a licence and liaison consultant deals with today, and what MatruOS sets up for it

01Today

Renewals of hundreds of client licences kept on Excel; one lapse loses the client. Clients sit on documents and the query reply date passes.

02In MatruOS

MatruOS sets up 7 routines, 1 workflow, 2 registers and 5 licences for a licence and liaison consultant, with an AI team that reads your own records and prepares the work.

03What changes

The right person is reminded at the right time, approvals wait for whoever decides, and every licence has a renewal reminder. Anything that sends, pays, signs, files or deletes waits for a person's approval.

Where you sit

MatruOS starts from how your business earns

Who you sell to, who you buy from, how credit moves and where you sit in the chain decide how your screens, reminders and reports are set up.

  1. MSME
  2. liaison consultant
  3. state single window and departments (factories, pollution board, fire, municipality, FSSAI)
  4. inspection
  5. licence

Your customers

  • New and expanding factories
  • Shops, restaurants and hotels
  • Hospitals and clinics
  • Warehouses and cold stores
  • Builders and developers
  • Schools

Your suppliers

  • Civil and structural engineers (layout plans and stability certificates)
  • NABL labs (water, air, noise tests)
  • Licensed fire agencies
  • Typists and scanning shops
  • Courier

Credit and cash

50% advance and 50% on approval for one-time work; annual retainers billed quarterly; government fees collected in advance from the client

Advances fund the filing; the balance often stalls after the licence issues; renewals bring steady repeat fees

Your screens use your words

  • CustomerClient
  • OrderApplication
  • ItemLicence
  • InvoiceFee bill
  • productService
  • SupplierVendor

How it works

How MatruOS is set up for a licence and liaison consultant

Set-up takes a few minutes. After that, you change only what is different in your business.

  1. Describe the business in one lineFor example "Licence and liaison consultant", typed when you sign up.
  2. Recognised as a licence and liaison consultantRoutines, workflows, registers, items, licences and the AI team for this trade are set up for you.
  3. Bring your dataCustomers, items and balances come across from Zoho Books, Vyapar, Excel and others. For Tally, our team helps you move the data while Tally import is checked on the live app.
  4. Approve and runThe AI team prepares the routine work. A person approves anything that sends, pays, signs, files or deletes.

Your AI team

What the AI team does for a licence and liaison consultant

Each job goes to a member of your AI team. It reads your own records and prepares the work. Anything that sends, pays, signs, files or deletes waits for a person's approval.

Operations head

Turns each new department query into a plain list of documents for the client, drafts the message, and reminds daily until the reply date

Reads applications register and portal query text

Asks you before sending

Operations head

Lists every licence expiring in the next 90 days with its renewal lead time, drafts the renewal quote and document list per client

Reads client licences register

Asks you before sending

Operations head

Builds the site checklist for each inspection from the licence type and its conditions, and lists photos and registers to have ready

Reads applications register, client licences register and consent and licence conditions

Works it out and shows you

Accountant

Drafts the balance bill for every approved application, separates government fees paid as pure agent, and lists dues over 30 days

Reads applications register

Asks you before sending

1 / 4

How you run

Your routines, already on a timetable

Each routine has a time, a person and its steps with the checks that matter. MatruOS reminds the right person and keeps the record. Open one to see its steps.

Every day2

  • 10:00 amCheck portals for queries and inspection datesDocumentation executive · 3 steps
    1. 1Open each pending application on the single window and department portals
    2. 2Note new queries, inspection dates and approvals in the applications register
    3. 3Send the client today's query with the exact document needed
  • 11:30 amDepartment office visits and follow-upsRunner · 3 steps
    1. 1Submit hard copies where the department still wants them
    2. 2Follow up files pending more than the citizen charter time
    3. 3Collect issued licences and challans

Every week2

  • Mon 10:30 amRenewal pipeline for the next 90 daysConsultant · 2 steps
    1. 1List client licences expiring in the next 90 days
    2. 2Send renewal quotes and document lists to clients
  • Fri 3:00 pmPre-inspection walk-through with the clientConsultant · 2 steps
    1. 1Visit sites with an inspection next week and walk through the checklist
    2. 2Photograph extinguishers, exits, ETP and registers

Every month1

  • 2ndMilestone bills and dues follow-upConsultant · 2 steps
    1. 1Bill the balance fee on every licence approved last month
    2. 2Remind clients with dues over 30 days

Every year1

  • Feb, MarShop and trade licence renewals before 31 MarchDocumentation executive · 2 steps
    1. 1File annual trade and shop licence renewals for all clients
    2. 2Collect renewal fees in advance

Workflows

Each stage goes to the person who handles it

Work passes stage by stage to the right person. Stages marked for approval wait for the person who decides.

Application to licence

  1. 1Licences mapped and quote acceptedConsultantNeeds approval
  2. 2Advance and government fee receivedConsultant
  3. 3Documents and drawings collectedDocumentation executive
  4. 4Client signs applicationConsultantNeeds approval
  5. 5Filed on portalDocumentation executive
  6. 6Query answered and inspection doneConsultant
  7. 7Licence issued and saved in vaultRunner

Registers and SOPs

Your registers and standards

Registers hold the fields this trade records. SOPs carry the steps and checks, so work is done the same way every time.

  • Client licences

    Client · Licence · Number · Issued on · Valid till · Renewal fee estimate · Documents in vault · Phone

  • Applications

    Client · Licence · Portal application number · Filed on · Status · Query or inspection date · Government fee paid · Professional fee

  • Renewal file and timelines

    No client licence lapses

    4 steps with checks

  • Inspection readiness

    Pass the inspection the first time

    4 steps with checks

Items and licences

Your first bill is right, and no licence lapses

Starter items arrive with unit, HSN and GST rate. The registrations this business usually needs are listed with a reminder before each one expires.

ItemHSNGST
Factory licence and plan approval (OSH Code) · application99839918%
Pollution consent to establish (CTE) · application99839918%
Pollution consent to operate (CTO) or renewal · application99839918%
Fire NOC (provisional or final) · application99839918%
Shop and establishment registration · registration99839918%
Municipal trade or health licence · licence99839918%
FSSAI state licence application · application99839918%
Legal metrology packer or dealer registration · registration99839918%
Annual compliance retainer (all renewals) · year99839918%
Factory layout drawing and stability certificate (arranged) · set99833118%
Government fee paid as pure agent · challan99910%
  • GST registrationGST department (GSTN)
  • PANIncome Tax Department
  • Shops and Establishments registrationState labour department (Shops and Establishments Act)If it applies
  • Professional tax registrationState professional tax officeIf it applies
  • Udyam (MSME) registrationMinistry of MSME (Udyam portal)If it applies

Your people

The people who run it, each with their own login

Each person sees the screens and reminders for the work they do.

ConsultantAdvises which licences apply, prepares and signs off applications, attends inspections and hearings, fixes fees.
Documentation executiveCollects documents, fills portal forms, uploads, tracks queries.
RunnerVisits department offices, submits hard copies, collects licences and challans.

Not covered yet

  • Sending messages, bills and reminders on WhatsApp from MatruOS is not live yet. Today they go by link, QR code or email, and from your own phone in one tap.
  • Live bank and UPI feeds are not connected yet. Upload a bank statement and MatruOS reads it into payments for you to confirm.

Questions people ask

How long does it take to set up MatruOS for a licence and liaison consultant?

Type one line about your business when you sign up, for example "Licence and liaison consultant". MatruOS picks this business type and sets up everything on this page in a few minutes. You then get a 7-day free trial, no card needed.

Do I have to type all of this in?

No. The routines, workflows, registers, items, licences and AI team on this page arrive already set up. You change what is different in your business, and bring your customers, items and balances from Zoho Books, Vyapar, Excel and others, with our team's help for Tally data.

Can I change the routines and workflows?

Yes. Every routine, workflow, register and SOP is yours to rename, retime, switch off or add to. MatruOS keeps the rest of the system in step with your changes.

What does the AI team do without asking me?

It runs routine checks and prepares drafts. Anything that sends, pays, signs, files or deletes waits for a person's approval. The one exception you can choose is payment reminders, which go out on their own once you have checked them and switched them on.

Run a licence and liaison consultant on one system Set up for your trade when you sign up.

Describe your business once. MatruOS sets up your apps, brings in your data and puts Muni and the AI team to work, with your approval on every step that matters. 7-day free trial, no card needed.

See plans and what each includes
Chat with the MatruOS team on WhatsApp, +91 97234 99901