Documents, deliveries and requests without getting lost in chats. Each client sees their project and approves drafts in your branded workspace.
The version you see is an example. We tailor design, features, and integrations to your needs. Our team handles creation, changes, and installation.
Built for Practices, consultants and agencies working on projects and frequently sharing materials and drafts with clients.
Illustrative design, not a rigid template. Tap the image to enlarge. Your version is designed around your needs after agreeing features, feasibility, and a quote.
Publish a project draft. The client views it in their workspace, adds a request and approves the agreed version.
Define what each client should see.
Set up roles and separated access.
Upload drafts and collect approvals.
One practice, two roles and ten initial client workspaces. Documents, requests, progress and delivery approvals; AI summaries on request.
Remote setup in the agreed environment, instructions, and one revision within scope.
Branding, stages, project fields, materials and approval workflow.
Payments, qualified electronic signatures, migrations, automatic emails, app stores and management-system integrations are not included. Hosting, storage and AI APIs are separate.
Hosting, licences, external services, AI usage, and ongoing support are separate. Final price and timing are confirmed before ordering.
AI summaries are never sent automatically. Your team reviews content and decides what to publish to the client.
Requests, owners, and updates in one place. From a broken light to a completed maintenance job.
Customers choose a service and time. You see appointments in your calendar, with confirmation and a reminder.
From site-visit notes to a quote, then an organised job. Using your price list and your customers.
