Projects and sub-tasks
Plan client work with owners, deadlines, estimates, milestones, dependencies, custom fields, and repeatable project templates.
CONNECTED CLIENT OPERATIONS
Plan client work with owners, deadlines, estimates, milestones, dependencies, custom fields, and repeatable project templates.
Give every teammate the view they need while keeping one shared source of truth for delivery.
Turn structured requests into projects and share focused, expiring project access with external clients.
Route decisions, trigger repeatable actions, and keep a visible history of what happened and why.
Connect delivery effort to billable time, approved expenses, invoices, and project margin.
Forecast capacity, sync Google Calendar, export to accounting and CRM tools, and summarize project progress with AI.
ONE SOURCE OF TRUTH
Messages, tasks, project updates, approvals, files, and audit history stay connected to the same workspace. Stable member and project identifiers keep assignments reliable as the team changes.
Role-based permissions separate workspace administration, delivery operations, financial visibility, and external client access.
CLIENT WORK, MOVING FORWARD