Features
Collaborative Project Management
An all-in-one platform where you and your clients collaboratively track projects, complete tasks, share files, communicate, and more.
Collaborative Project Management
Home Dashboard
Consolidate all your tasks and client activity in a single place. Each of your team members will be able to quickly understand what's happening on their projects and what requires their attention in real time.
Home Dashboard
System of Record
Replace the separate internal and external systems that you share with clients (e.g., email, Slack, shared docs).
System of Record
Project Timelines
Present your clients with simple, up-to-date timelines on the status of your projects.
Project Timelines
Cross-Project Visibility
Monitor the status of all your projects and tasks with a single view.
Cross-Project Visibility
Features
Project Management
Home Dashboard
Home Dashboard
Consolidate all your tasks and client activity in a single place. Each of your team members will be able to quickly understand what's happening on their projects and what requires their attention in real time.
Project Timelines
Project Timelines
Present your clients with simple, up-to-date timelines on the status of your projects.
Cross-Project Visibility
Cross-Project Visibility
Monitor the status of all your projects and tasks with a single view.
System of Record
System of Record
Replace the separate internal and external systems that you share with clients (e.g., email, Slack, shared docs).
Collaborative Project Management
Collaborative Project Management
An all-in-one platform where you and your clients collaboratively track projects, complete tasks, share files, communicate, and more.
Collaborative Project Management
Single Source of Client Truth
Seamless Client Communication
Automated Follow-Up
Zero Learning Curve
Client Login Page
Reusable Templates
Portfolio Oversight
Forms
eSignatures
Collaborative Project Management
An all-in-one platform where you and your clients collaboratively track projects, complete tasks, share files, communicate, and more.
Single Source of Client Truth
Replace the separate internal and external systems that you share with clients (e.g., email, Slack, shared docs).
Seamless Client Communication
Simple, task-based (threaded) communication between you and your clients.
Automated Follow-Up
Automated follow-up — in a client-appropriate way — holds clients accountable.
Zero Learning Curve
So simple that anyone can be effective right away — even non-technical, non-project managers.
Client Login Page
Your virtual storefront. Be proud of how you present yourself to clients.
Reusable Templates
Scale your processes in a repeatable way across clients and teams.
Portfolio Oversight
Monitor the status of all your projects and tasks with a single view.
Forms
Simplify data collection from your clients while structuring it for your team.
eSignatures
Easily obtain firm commitments and signatures from your clients.
