From inquiry to invoice, without the busywork.
An inquiry comes in and becomes a client, a deal and a follow-up. When the engagement letter is signed, the work is set up with its tasks and dates. Invoices and client documents are read and filed, and missing ones are requested for you.
No credit card · Sign in with Google or Microsoft
- Filed in the client’s folder
- Engagement added to your Clients table
- Project created with monthly tasks
- Upload link sent for the bank statements
- Draft welcome email for you to approve
- Every step in the document’s history
Recognizes your paperwork and pulls out what matters
Engagement letters and contracts
Client, scope, fees, start date and renewal terms, so the work is set up correctly.
Proposals and quotes
What you offered and for how much, linked to the deal in your CRM.
Invoices
Amounts, due dates and who owes what, with reminders when they’re due.
Client documents
Statements, IDs, forms and records clients send you, filed in the right place.
Emails
Forward an email and it’s read like a document: new requests become tasks, details update the client.
Confidential files
Sensitive details are noticed and the file can be kept to the people who need it.
Automations you can turn on in one click
New inquiry → reply today
Website and Facebook inquiries become a contact, a deal and a “reply today” task, with a draft reply to approve.
Missing documents → upload link
Clients get a link to send what’s missing, no account needed, and you see the moment it arrives.
Signed engagement → project
A won deal becomes a project with its tasks and deadlines, so nothing is set up by hand.
Clients, engagements and documents in one place
CRM built in
Leads, deals and every conversation with a client, from first inquiry to repeat work.
Your own tables
Track engagements, renewals or deadlines in tables you design, filled in from documents and emails.
Projects for the work
Tasks, due dates and approvals for each engagement, visible to the whole team.
Stop retyping. Start running your practice.
Start free for 14 days: sign in with Google or Microsoft and name your firm. No credit card.