Client-work platform for modern teams
Manage client relationships, assign tasks, and give clients real-time visibility. Everything you need to run a modern professional service firm.
Everything you need to manage client work
A flexible CRM with client portals, custom workflows, and real-time collaboration. Available for all professional services.
Client CRM
One customer record across all teams. Track contacts, documents, and full interaction history in a single place.
Workflow-driven tasks
Assign work through custom workflows. Teams define their own statuses, autocompletion rules, and recurrence patterns.
Client portal access
Clients login to view their task status, download documents, and communicate directly—no more status emails.
Compliance-first
Soft deletes, complete audit trails, and org-level isolation baked in from day one.
From client onboarding to portal access
Move from spreadsheets and email chains to a unified CRM with client self-service.
Add your clients
Create customer records with contacts, documents, and details. Link them to the teams that serve them.
Design workflows
Build custom workflows with team-specific statuses. Set autocompletion rules and recurrence for repeating work.
Give clients portal access
Clients log in to view their tasks, download files, and communicate—reducing status emails by 80%.
Simple pricing for modern teams
Start free, then upgrade when you grow. Includes CRM, client portal, unlimited workflows, and full audit trails.