Stay on top of every client, every task.
A central dashboard for your entire operation — custom workflow stages, team assignments, activity timelines, and smart reminders. Designed for how professional service firms actually work.
50%
Less time in status meetings
1 view
For your entire client workload
100%
Job accountability with assignments
What's included
See all active jobs with statuses — Missing documents, In Progress, Under Review, Complete — at a glance.
Define stages that match how your firm works: Pending → Documents Received → Processing → Delivered. Rename anything.
Delegate work with clear ownership. Each team member sees only what's assigned to them.
Deadline-aware reminders surface the right jobs at the right time — no more scanning spreadsheets.
Every action logged: document uploads, status changes, comments, assignments. Full audit trail per job.
Tag jobs for easy filtering: VIP clients, self-service, repeat filers, urgent, etc.
Real-world usage
Morning review: open dashboard, see all jobs due this week, spot anything stalled, reassign as needed.
Filter by team member to check workload distribution before a deadline sprint.
Search by client name, tag overdue jobs, and bulk-update statuses after a batch processing run.
Full capability list
Central project dashboard
See all active jobs with statuses — Missing documents, In Progress, Under Review, Complete — at a glance.
Custom workflow stages
Define stages that match how your firm works: Pending → Documents Received → Processing → Delivered. Rename anything.
Assign jobs to team members
Delegate work with clear ownership. Each team member sees only what's assigned to them.
Smart reminders: Today / Tomorrow / Upcoming
Deadline-aware reminders surface the right jobs at the right time — no more scanning spreadsheets.
Activity tracking & timelines
Every action logged: document uploads, status changes, comments, assignments. Full audit trail per job.
Tags & client segmentation
Tag jobs for easy filtering: VIP clients, self-service, repeat filers, urgent, etc.
Start a 14-day free trial. No credit card required. Your team can be up and running in under 2 minutes.
14-day free trial · No credit card · Cancel anytime
Stay on top of every client, every task.