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