A streamlined digital documentation file for personal recordkeeping or, for solopreneurs, single-user internal business use, with a clear structure and room to document the details in your own way.
When dates, messages, conversations, receipts, screenshots, expenses, and follow-ups are scattered across different places, it can become difficult to keep the thread of a situation intact.
The Move Forward File™ – Direct brings the essential details into one focused working record so users can review what happened, identify what still needs attention, and preserve the information as the matter develops.
Direct is designed for users who prefer a straightforward file with minimal prompting and room to document the facts in their own way.
One File. Many Matters. Built to help you keep track of what matters and move each matter forward.
The Move Forward File™ – Direct is designed to be reused. Keep one blank master copy unchanged. When a new situation or matter comes up, use Save As to create a separate working copy, rename it for that matter, and begin documenting.
As long as you keep your blank master copy, it remains ready for the next matter—whether that is another personal situation or, for solopreneurs, a separate single-user internal business matter.
It is a one-time digital purchase. The files stay with you, and as long as you retain an accessible blank master copy, you can continue creating new working copies for future matters.
Your working copies change. Your blank master stays ready.
Who This Is For
The Move Forward File™ – Direct may be useful if:
- You have dates, conversations, documents, screenshots, receipts, expenses, or follow-ups spread across different places.
- You are dealing with an unresolved account issue, billing dispute, service problem, paperwork delay, workplace or professional matter, household concern, or complicated administrative situation.
- You prefer a clear structure with straightforward guidance rather than extensive guided prompts.
- You need a dependable place to maintain the record as new developments occur.
- You want a reusable file that can be copied for your own separate personal matters or, for solopreneurs, separate single-user internal business matters while keeping the original blank master unchanged.
What It Helps You Keep Together
- Dates and times
- Contacts and representatives
- Events and conversations
- Documents and screenshots
- Expenses and payments
- Promises and follow-ups
- Deadlines and unresolved items
- Evidence and supporting details
- Notes and final summary
What’s Included
The Move Forward File™ – Direct includes:
- An Editable DOCX file
- A User Manual PDF
- A Completed Example PDF
The editable DOCX file may be used for typing, making updates, and using compatible dictation tools.
The User Manual provides guidance for keeping an untouched blank master, creating separate working copies, reviewing entries for accuracy, and maintaining the file over time.
The Completed Example shows how the file may look when used to document a matter from beginning through resolution.
Together, the editable DOCX file, User Manual PDF, and Completed Example PDF are included in a one-time digital purchase for long-term personal use or, for solopreneurs, single-user internal business use across household, educational, workplace, professional, and sole-proprietor matters.
- Regular price: $29.99.
- Launch offer: $24.99 with code [
FORWARD5] at checkout — save $5. - No subscription or recurring fee.
Launch offer ends November 30, 2026, at 11:59 p.m. Eastern Time.
Private by Design
The Move Forward File™ is not a web-based record system, app, portal, or online case-management service.
The product does not automatically upload, transmit, sync, or otherwise provide Clearfield Forward™ with access to completed files.
Clearfield Forward™ cannot view or access files stored on a user’s device or in a private storage location selected by the user.
Completed files remain under the user’s control unless the user independently chooses to upload, email, print, share, or otherwise provide access to them.
How to Use It
Keep one blank master copy unchanged.
For each new personal matter or, for solopreneurs, single-user internal business matter, create a separate working copy, rename it, and enter information into that copy.
Continue updating the editable DOCX as the situation develops. Save or export a new PDF whenever an updated PDF version is needed.
Use the file to bring the facts into view, maintain continuity, and move forward with a stronger record.
Important Note
The Move Forward File™ – Direct is an organizational documentation tool for personal recordkeeping or, for solopreneurs, single-user internal business recordkeeping across household, educational, workplace, professional, and sole-proprietor matters.
It does not provide legal, financial, tax, accounting, medical, therapeutic, investigative, court-preparation, emergency, or other professional advice or services.
It does not guarantee any result, response, correction, approval, decision, resolution, or outcome.
A clearer record may not remove every difficulty, but it can make the information easier to review and help keep important details from being lost as the matter develops.
Launch offer: $29.99 → $24.99 with code [FORWARD5]
Offer ends November 30, 2026, at 11:59 p.m. Eastern Time.
Clear the field. Align the facts. Move forward.