Take in, run the work, keep the client in the loop, get paid and see the practice. Every capability below is live today, with the plan it is on. What we are building next is listed separately at the end.
Every request, one numbered queue.
Every request in one numbered queue, however the client sends it: the portal, email, a button on your own website, or your other tools.
Every request gets a reference in your trade's format, such as TASK-2026-0007, CARE-2026-0007 or RFI-2026-0007.
A change to existing work and something new, each in your words: Matter Task and Strategy Memo, Visit Task and Treatment Plan, RFI and Change Order.
Clients raise either kind of request from their own portal login.
Record a request yourself after a call or a meeting, against the right client.
One script tag. Visitors send a request with an annotated screenshot or a one-minute screen recording, so you see the problem rather than a description of it.
A dedicated address per workspace. Each email becomes a numbered request and the sender gets a reply with the reference. Matched to a client by the sender’s company domain.
Team and AgencyA public API to create, read and update requests, and an MCP server so an AI assistant can work the queue.
Team and AgencyBring open requests and ideas across from a spreadsheet, up to 100 rows per file.
Team and AgencySend everything from a given widget straight into one project.
AgencyYour process, built in.
Your process, built in: your trade's stages, the moves your workflow refuses (with the reason shown), and the details required before work moves on.
Each template ships its own workflow. A law firm runs Intake → Conflict check → Active → Discovery → Filing → Closed.
RFIs can’t jump from Logged to Resolved. Whoever tries sees why: “An issue must be reviewed and worked before it is resolved.”
A care task needs Appointment Date before Scheduled; a visit task needs Species before Checked in.
Assign each request to a person and bring colleagues in with an @mention.
Mark each comment as internal to the team or visible to the client.
Deliverables with item checklists, milestone schedules and phases or cycles, with a Gantt view of the dates.
A timer or a manual entry, billable or not, against any request.
Your team is alerted when a request passes its response target.
Changes appear for every workspace member as they happen, without a refresh.
Set each person’s week, take out meetings, admin and buffer, and allocate the hours that remain.
Team and AgencyWhere is it? What do you need from me? What do I owe?
A portal for each client: their open work, what they owe, their retainer balance and what is waiting on them. Client logins never take a seat.
Their open work, outstanding bills, retainer balance, items awaiting their approval, and their contact at your firm.
Clients sign in under the role your industry uses: Client, Patient, Building Owner, Client User or Pet Owner.
Invite as many client contacts as you need. Clients can ask for access for a colleague, and you approve it.
Team and AgencyClients approve deliverables where they read them.
When a client accepts a milestone, that phase’s invoice is drafted for you to review.
Team and AgencyOpen the portal as any client, read-only, before you invite them.
Invoices and retainer agreements open from a link and are signed off with a typed name. You see when each was viewed.
Team and AgencyFrom logged hour to sealed invoice.
Billable time becomes invoice lines that lock once billed. Retainers, fixed fees, milestones and deposits. Reminders before and after the due date.
Pick billable time onto an invoice. Once billed, those entries lock.
Team and AgencyFixed-price retainers with a rollover cap, overage on the next invoice, and auto-renew.
Team and AgencyBill a fixed fee, by milestone as phases are accepted, or take a deposit up front.
Team and AgencyInvoices that repeat on a schedule, and credit notes against any invoice.
Team and AgencyReminders from three days before the due date to fourteen days after, and late fees.
Team and AgencyGST, IGST, TDS and reverse charge, plus VAT and sales-tax profiles you enable.
Team and AgencyInvoices lock when sent, with gapless numbering and a PDF.
Team and AgencyRecord full and part payments. Receivables aging and a ledger per client. Clients pay through your own bank or gateway.
Team and AgencyExport invoices, payments and retainers as CSV.
Team and AgencyThe practice, without asking around.
A daily digest, a Monday summary, a practice dashboard and a commitments-met report. A full history on every record.
By email or push, with each person choosing what they receive.
Workload, deadlines and response targets at a glance.
How often you hit your response targets, with the resolution trend over time.
Every status change on every request stays on its record.
A tamper-evident, hash-chained audit log, kept as long as your trade requires: 7 years for legal, 10 for architecture.
AgencyOne click exports the whole workspace as JSON and CSV, on every plan.
Built for your trade. Owned by you.
Pick your industry at sign-up and the workspace arrives with its nouns, workflow, roles, urgency tiers and record retention. Change them as you go.
Law Firm, Healthcare Practice, Accounting / CPA Firm, Architecture / Engineering Firm, Management Consulting, Marketing / Creative Agency, Technology / Dev Agency, Veterinary Practice.
Add, reorder, rename, recolour and re-categorise the statuses of requests, projects, cycles, clients, invoices and retainers.
Partner, Associate, Paralegal, Billing Clerk, Auditor in a law firm; Practice Owner, Veterinarian, Veterinary Technician, Receptionist, Observer in a vet clinic. Rename, clone or add your own.
Set what each role may view, create, edit, archive or delete. Narrow further for a single client or a single person.
Scope a role to the clients, projects or groups each person is assigned. Groups take your trade’s name: Office, Location, Pod, Portfolio or Clinic.
At least one active person can always edit roles. Changes that would break that are refused.
Add your own fields to requests, clients, projects and more.
Team and AgencyWe are building these. None of them is in the product yet, and we don't give dates until they ship.
Clients pay an invoice online. Today your team records each payment.
Rules that move work and send reminders on their own. Today moves are made by people.
A second step at sign-in for workspace members.
Your logo and colours on the portal, emails and invoices.
Download reports as files. Today: CSV of invoices, payments and retainers, plus the full workspace export.
Pay for Klientele in USD. Today billing is in INR.
Pick your industry, add your first client and take your first request.