Every document, thread and decision on one record.
The client page is the whole relationship: contacts, files, work delivered, money owed, and the history of what was agreed. No more searching three inboxes for a decision.
Nobody can reconstruct what was agreed.
The brief is in one person's inbox, the files are in a drive nobody has tidied, and the only record of a change in scope is a message someone half-remembers.
Replaces: email threads, shared drives, per-client spreadsheets
What you get
Connected to everything else.
What changes elsewhere in the business when something changes here.
Every project, past and present, on the client record.
Invoices, payments and disputes beside the work they relate to.
A quarter of activity an assistant can summarise in seconds.
Three questions your assistant can answer about a client.
Reads the timeline, projects and invoices, and writes the update.
Lists open requests per client and drafts the chase.
Totals fees, time and margin across every project for that client.
Access is scoped per connection and logged. See how permissions work →
Client management questions
Yes, to a portal showing only their documents, approvals and invoices. Portal users are free and do not count as seats.